The setup wizard, step by step

The setup wizard configures everything Petronyx needs to calculate stock and money correctly. Each step saves on its own and shows its status, so a half-finished setup is never lost. A final review checks for gaps before you go live.

The steps

Step	What it captures	Affects calculations
Workspace profile	Company name, registration and tax details, logo	No
Station details	Name, contact details and location, with an address search	No
Fuel grades	Products sold, such as petrol, diesel and paraffin	Yes
Tanks	Capacity, grade and opening stock per tank	Yes
Pumps and nozzles	Pumps, their nozzles and the tank each nozzle draws from	Yes
Pricing	Selling price per grade and when it takes effect	Yes
Taxes and fees	Levies and taxes applied to sales	Yes
Payment methods	Cash, card, mobile money, vouchers and credit	Yes
Receipts and invoices	Numbering and what appears on documents	No
Inventory settings	Capture mode, variance tolerance, approvals and reorder levels	Yes
Shifts	Shift templates with start and end times	No
Roles and permissions	Which roles your company uses	No
Staff	People to invite and their roles	No
Safety and compliance	Licences, certificates and checklists to track	No
Security	Sign-in rules such as two-factor requirements	No
Final review	A check that required steps are complete	No

Changing settings later

Everything in the wizard can be edited after go-live from the matching settings screen. Price changes are recorded with an effective date, so historic shifts keep the price that applied at the time.