---
title: "Setup Wizard"
space: "Frappe Framework"
url: "https://www.prilk.com/docs/frappe-framework/setup-wizard"
updated: "2026-05-14"
---

## Setup Wizard

The first time a user logs in to a fresh ERPNext site, the **Setup Wizard** runs. It collects the minimum data needed to make the site usable.

### Steps

| # | Step | Captures |
|---|---|---|
| 1 | Language & Region | UI language, country (drives currency, fiscal year defaults) |
| 2 | Company | Legal entity name, abbreviation, default currency |
| 3 | Branding | Logo upload (used on Print Formats and emails) |
| 4 | Users | Invite initial team members with roles |
| 5 | Tax & Accounting | Fiscal year start, Chart of Accounts template |

### After the wizard
You get a working ERPNext with:
- A default Company record
- Chart of Accounts seeded from your country template (NL-localized via the [erpnext_netherlands](/docs/erpnext-netherlands/overview) app)
- Initial users assigned to their roles
- Default Item Group, Customer Group, Supplier Group

You'd still typically configure: Email Account, Print Format branding, master data (Items, Customers, Suppliers).

### Re-running
Once complete, the wizard doesn't re-run. To set up additional Companies, use **Company → New**. To change the default Company, edit **Global Defaults** as System Manager.

### Skipping for managed sites
On Prilk-managed and Frappe Cloud installations we typically run the Setup Wizard during onboarding, so customers land on a configured site ready to use.