Getting started with Salync

Quick start checklist

Step 1 — Create your account and workspace

Go to salync.com/signup and enter your name, email address, and a password. Every Salync account gets a workspace — a private environment that holds your products, stock, team members, and settings.

After signing up, you will be prompted to name your workspace. Use your company or trading name. You can change this later in Settings → Workspace.

Step 2 — Add your first product

Navigate to Products in the left-hand sidebar and click New product. Fill in the core fields:

• Product name — the internal name used across Salync (not necessarily what customers see).
• SKU — your unique internal stock-keeping unit code. Salync will auto-generate one if you leave it blank.
• Barcode — EAN-13, UPC-A, or any other barcode format. Used for stock lookups and label printing.
• Cost price — what you pay your supplier per unit. Used in stock valuation reports.
• Sale price — the price you sell at (pushed to channels by default).

Click Save product to create the product. It will appear in your catalogue with a status of Active.

If you have many products, use the CSV import tool instead. Go to Products → Import and download the template CSV to see the expected column headers. See the Products page for full import instructions.

Step 3 — Set opening stock

Once your product exists, open it and click the Stock tab. Use the Add adjustment button to record your current stock on hand. SelectManual as the adjustment type and enter the quantity. Salync will record this as your opening balance.

Going forward, stock levels update automatically when you receive a purchase order or record a sale. See the Stock page for details.

Step 4 — Add a supplier

Go to Suppliers and click New supplier. Enter the supplier's company name, contact email, lead time (in days), and any payment terms. Once saved, you can link products to the supplier so Salync can track which supplier provides each SKU.

Suppliers are required before you can raise a purchase order. See the Suppliers page for all available fields.

Step 5 — Connect a sales channel

Go to Channels and click Add channel. Salync currently supports eBay and Shopify. Select your platform and follow the OAuth flow to authorise Salync to manage your listings.

Once connected, you can enable individual products on the channel from the product detail page. Salync will push the product title, description, price, and stock quantity to the channel.

See the Channels page for step-by-step connection guides.

Step 6 — Invite your team

Go to Settings → Team and click Invite member. Enter the person's email address and select their role:

• Admin — full access except billing and workspace deletion.
• Editor — can create and edit products, stock, POs, and channels.
• Viewer — read-only access across the workspace.

The invitee will receive an email with a link to join your workspace. See the Team & Permissions page for full role details and plan limits.

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