> ## Documentation Index
> Fetch the complete documentation index at: https://ombamanual.ombaerp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with OMBA: account setup and first steps

> Create your account, log in to your workspace, and complete your first transaction in OMBA — all in a few straightforward steps.

This guide walks you through everything you need to get up and running with OMBA. You will create your account, access your workspace, orient yourself in the interface, configure the first module relevant to your business, and record your first transaction. The whole process takes under an hour for most businesses.

<Note>
  If you need hands-on help during setup, the Remodel IT Consult support team offers guided onboarding. Reach them through the **Help** link in your OMBA navigation bar or visit [remodelitconsult.com](https://remodelitconsult.com).
</Note>

<Steps>
  <Step title="Create your account">
    Go to [remodelitconsult.com/onboarding](https://remodelitconsult.com/onboarding) and complete the registration form. You will provide your business name, contact details, and a primary administrator email address.

    Once you submit the form, Remodel IT Consult will provision your OMBA workspace and send you a confirmation email containing your unique workspace URL, your username, and a temporary password.

    <Tip>
      Keep the confirmation email. Your workspace URL is specific to your organization and is how you and your team will access OMBA going forward.
    </Tip>
  </Step>

  <Step title="Log in to your workspace">
    Open your workspace URL in a browser. You will see the OMBA login page.

    1. Enter the **username** from your confirmation email.
    2. Enter your **password** (use the temporary password on first login).
    3. Click **Log In**.

    If this is your first login, OMBA will prompt you to set a new password. Choose a strong password and save it somewhere secure.

    <Warning>
      Do not share your login credentials with other team members. Each person on your team should have their own user account. Your administrator can create additional accounts from **System Administration → User Accounts**.
    </Warning>
  </Step>

  <Step title="Navigate the workspace">
    After logging in, you land on the main workspace. Take a moment to orient yourself:

    * **Sidebar (left):** Lists every module your administrator has enabled for your role — Sales, Finance, Inventory, Purchases, HR, Payroll, Banking, Fixed Assets, Expense Management, Reports, and System Administration. Click any module name to open it.
    * **Top navigation:** Shows your organization name, notifications, and your user profile menu where you can update your password or log out.
    * **Main content area:** Displays the dashboard or page for the module you have selected.

    <Info>
      Your sidebar may show fewer modules than the full list above. OMBA uses role-based access, so you only see modules your administrator has assigned to your account.
    </Info>
  </Step>

  <Step title="Set up your first module">
    Before recording transactions, configure the module most relevant to your core business operation. Below are the key setup tasks for the most common starting points.

    **If you sell products or services — start with Sales & Inventory:**

    * Go to **Inventory → Products** and add your products or services, including names, units of measure, and pricing.
    * Go to **Sales → Customers** and import or add your customer records.

    **If you buy from suppliers — start with Purchasing:**

    * Go to **Purchases → Suppliers** and add your supplier records with contact details and payment terms.

    **If you manage employees — start with HR & Payroll:**

    * Go to **HR → Employees** and add your employee records.
    * Go to **Payroll → Pay Groups** and configure pay frequencies, earnings types, and statutory deductions.

    **For all businesses — configure Finance:**

    * Go to **Finance → Settings** and set your fiscal year start date. This ensures that all financial reports use the correct accounting period from day one.

    <Tip>
      You do not need to complete every module setup before recording transactions. Start with the module your team uses most, then add others as you go.
    </Tip>
  </Step>

  <Step title="Make your first transaction">
    With your products, customers, or suppliers in place, you are ready to record your first transaction.

    **To make a sale:**

    1. Open **Sales** from the sidebar.
    2. Click **New Sale** or go to **Point of Sale** for counter transactions.
    3. Select the customer (or leave as walk-in), add line items, apply any discount, and select the payment method.
    4. Click **Save** to post the sale. OMBA records the revenue in Finance and updates your inventory stock level automatically.

    **To raise a purchase order:**

    1. Open **Purchases** from the sidebar.
    2. Click **New Purchase Order**.
    3. Select the supplier, add the items you are ordering with quantities and prices, and set the expected delivery date.
    4. Click **Submit** to send the order for approval, or **Save as Draft** to complete it later.

    **To record an expense:**

    1. Open **Expense Management** from the sidebar.
    2. Click **New Expense Request**, fill in the details, attach a receipt if required, and click **Submit for Approval**.

    Once your approver reviews and approves the transaction, OMBA posts the relevant entries to Finance automatically.
  </Step>
</Steps>

## Next steps

Now that you have completed your first transaction, explore the rest of the platform:

* [Sales & POS](/sales/overview) — Learn about invoicing, credit notes, and point-of-sale configuration.
* [Finance](/finance/overview) — Set up your chart of accounts, post manual journal entries, and run financial reports.
* [HR & Payroll](/hr/overview) — Add departments, configure leave policies, and run your first payroll.
* [Inventory](/operations/inventory) — Manage stock locations, process transfers, and set reorder levels.