Getting started

ManageMate brings buying, selling, stock, simple manufacturing and money into one workspace. Here is how to go from signing up to running your first workflow.

1. Sign up

Choose Start free trial and sign up with your email address (you confirm it with a 6-digit code) or with your Google account. Your workspace is created at once, with standard roles and a main location, and you are its first administrator. The first 60 days are free for up to 5 users, and no card is needed. See Sign up and sign in for details.

2. Follow the guided setup

A setup wizard opens the first time you sign in. You can change anything it sets later in Settings.

  1. Business details. Your business name and the basics that appear on your documents.
  2. Address. Your business address, used on invoices and to work out the place of supply.
  3. Tax and GST. Your GSTIN and tax settings, so sales print as tax invoices with CGST and SGST or IGST worked out for you.
  4. Invoices and payments. How your invoices are numbered and the payment details printed on them, such as your bank account or UPI.
  5. Team. Invite the people you work with and choose a role for each. Pending invitations are not counted; a person uses a seat once they join.
  6. Import your data. Bring in products, contacts, locations and opening stock from Excel or CSV files, or add them by hand later.

When you finish, your workspace is ready and your overview shows what needs doing next.

3. Check the basics

  • Settings → Business holds your business name and base currency. The currency is fixed after the first financial document.
  • Add any other locations your team uses: shops, stores, workshops or warehouses.
  • Products have a SKU and one base stock unit. Add buying, selling or usage formats when needed. A 25 kg sack means one sack contains 25 base kg.
  • Customers and suppliers live in Contacts.

4. Run your first workflow

Create a purchase, choose its supplier and receiving location, then add products. Save a draft, review and confirm. Receive the quantities that arrive; the rest stay open.

Use Manufacturing to create a formula and plan production at a location. Check materials before starting. Completion uses the planned ingredients and records the actual output you enter.

Create a sale, review and confirm it, deliver goods and issue an invoice. Money keeps track of balances and recorded payments.

Opening stock after setup

If you skipped the import, Inventory → Add stock records an opening quantity. Count stock sets an absolute physical quantity, including zero. Transfer moves stock between locations.

When your trial ends

Buy a plan from Settings → Subscription at any time during the trial; your data and settings carry over. If the trial ends without a plan, the workspace pauses and nothing is deleted. See Subscription.