Welcome to your Statii onboarding tour!
This quick, interactive walkthrough is designed to help new users get set up and comfortable with the core functions of the Statii system. Use this tour when you first log in or any time you need a refresher on how to configure your company settings, create users, and start adding customers and suppliers.
By the end of the tour, you’ll know how to:
- Set up and manage users and employees
- Adjust key admin settings
- Customise document layouts and email templates
- Add your first customers and suppliers
Take the tour now by following the steps below or clicking through the guided version embedded on this page.
Step-by-Step Setup Guide
Step 1: Accessing Your Profile
Click your name at the top of the screen to view your employee summary. This profile will be linked to all your actions in the system.
Step 2: Edit Employee Settings
Update your personal details, change your login password, set session timeout, and enable multi-factor authentication (MFA) for added security. Use the X on the tab to save changes.
Step 3: Stay Informed
If the “What’s New” icon flashes green, click it to see recent system updates. Reading the update will dismiss the notification.
Step 4: Enter Admin Settings
Click Application > Admin Settings, then enter your admin password. Only authorised users should access this area.
Step 5: Set Admin Password
Inside the Admin Settings, you can define the password required for admin access.
Step 6: Add Contact Positions
Define positions like “Sales”, “Buyer”, or “Managing Director” for your customer and supplier contacts. Click New Entry to add a position. Avoid duplicates for accurate reporting.
Step 7: Configure Payment Terms
Add payment terms like “30 days from month end” to trigger overdue invoice alerts on your dashboard.
Step 8: Set Units of Measure (UoM)
Define how products are bought or sold using codes like “Ea”, “Kg”, or “Box” (max 3 characters).
Step 9: Create Custom Fields
Add text fields, date fields, or checkboxes to forms. You can make them mandatory to improve data consistency.
Step 10: Track Quote Conversion
Custom fields (marked with a ⭐ icon) can track conversion chances within quotes for reporting.
Step 11: Edit Company Information
Update your business details, which appear across documents.
Step 12: Review Company Layout
Preview how your company details will display.
Step 13: Style Documents
Upload your company logo and set document styles like revision numbers and page numbers.
Step 14: Add Document Footer Text
Add default text that appears at the bottom of all documents (e.g., terms of service).
Step 15: Attach T&Cs
Upload attachments like your company’s Terms and Conditions to auto-include in outgoing emails.
Step 16: Set Email Templates
Add email body text once, and it will appear automatically when sending quotes, POs, and more.
Step 17: Add a New Employee
Go to the employee section and click New Entry to add a team member.
Step 18: Set Employee Permissions
Enter employee details, set login permissions, and define roles. Tick “Shopfloor” if relevant, and attach documents like contracts or training records.
Step 19: Create a New Customer
Click the Customer button and then New Entry.
Step 20: Fill Out Customer Details
Complete mandatory yellow fields, use postcode lookup, add at least one contact, and attach any relevant documents like a credit application.
Step 21: Add a Supplier
Add keywords and default PO notes for easy searching and streamlined ordering.
Step 22: Prepare for Next Steps
Aim to enter your top 10 customers and suppliers before your next training session. The black counter icon will track your progress.