---
title: "First-time Setup"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/first-time-setup"
updated: "2026-05-15"
---

## First-time Setup

The first time anyone logs into a fresh ERPNext, a **Setup Wizard** runs. It collects the minimum information needed to make the system usable. On a Prilk-managed site, we typically run it during onboarding so you arrive on a ready-to-use system.

### What the Wizard asks

| Step | What it collects |
|---|---|
| **Language & Region** | Your interface language and country (drives default currency, fiscal year) |
| **Company** | Legal entity name, abbreviation, default currency |
| **Branding** | Upload your logo (shows on invoices, quotations, emails) |
| **Users** | Add team members and assign roles |
| **Tax & Accounting** | Fiscal year start date, chart of accounts template (Dutch by default on NL-localised sites) |

### What you have when the Wizard finishes

- A working Company record with your details
- A chart of accounts seeded from the Dutch template (BTW accounts pre-configured)
- Initial users in their roles
- Default Customer Group, Supplier Group and Item Group

### What to do next

Even after the Wizard, you'll typically want to:

- Set up your **outgoing email account** so invoices and notifications can be sent
- Customise your **print formats** with your branding (letterhead, footer)
- Import or add your **customers**, **suppliers** and **items**
- Configure **payment terms**, **price lists** and any non-default **tax templates**

### Adding a second Company

The Wizard runs once. For a second Company (group structure, separate legal entity), go to **Company → New** directly. You can have many Companies on one site, each with its own books, bank accounts and users.

### Want to start over?

Don't reset the Wizard — it can't be re-run cleanly on a site with data. If you need a fresh environment, ask Prilk support to provision a new site.