Getting started with Retailos

Retailos gives you a single screen to track revenue, orders, inventory, and customers — so you spend less time switching between tools and more time running your business.

How to set it up

1. Sign up and create your workspace. After you register, you'll be asked to name your workspace and choose a store mode — pick General Retail or Jewellery depending on your business type. That's it. Your 14-day free trial starts immediately, and no credit card is required.

1. Explore your dashboard. Once your workspace is ready, head to /app — this is your home base. Revenue, orders, inventory, and customer data all live here on one screen. It's worth spending a few minutes clicking around before you add any data.

1. Add your products. You have two options:

• CSV import — prepare a spreadsheet of your products and upload it directly. Good if you're starting fresh or migrating from another system.
• Connect Shopify — link your Shopify store and Retailos will pull your products in automatically via a two-way sync. Any change you make in Retailos reflects in Shopify, and vice versa.

Go to /app/products to get started with either option.

1. Connect Shopify (optional but recommended). If you sell on Shopify, connecting it keeps your inventory and orders in sync automatically. You can do this during onboarding or later from /app/settings/integrations. Remember, Retailos syncs two ways with Shopify only — data from other third-party tools won't be read automatically.

1. Invite your staff. You don't have to manage everything alone. Head to /app/settings/team to invite team members so they can log in and help manage the store from day one.

Good to know

• Nothing gets removed. Retailos is designed to run alongside your existing tools. You don't have to shut anything down or migrate everything before you start.
• Store mode matters. Choosing between General Retail and Jewellery at setup tailors the workspace to your product types. Pick the one that fits — it shapes how certain fields and reports are organised.
• Your 14-day trial is fully functional. You get access to the complete product during the trial. No credit card is needed to sign up, so there's no risk in exploring.
• Shopify is the only two-way sync. If you use other platforms or tools, Retailos won't automatically read data from them. You can still import data manually via CSV.

Troubleshooting

• Products not appearing after CSV import? Double-check that your file matches the required column format. Even a small header mismatch can cause the import to skip rows.
• Shopify sync not working? Make sure you completed the connection flow fully at /app/settings/integrations — a partially completed setup won't activate the sync.
• Team member didn't receive an invite? Ask them to check their spam folder. If the email still isn't there, resend the invite from /app/settings/team.