Overview
You signed up. Now the question is simple: how do you get your shop actually running on Neev this week, not next month? This is the order to do it in — set up the workspace, load what you already have, hand each person the right screen, and push real orders through. Do these six steps and your counter, godown and accounts are all on the same data, no double entry.
Where to find it
There's no single "checklist" screen — this is a route through Neev you walk once. The whole journey lives in the web admin (/home for the owner), and your team works from the mobile field apps under /m/.... Start at onboarding (/onboard), then the work moves to:
- Load data — Inventory at
/inventory(Import →/inventory/import) and Customers at/customers(Import →/customers/import). - Run orders — Intake Inbox at
/intake, Review at/intake-review. - The money trail — Invoices at
/invoices, Payments at/payment-record, Shipping at/shipping.
Each person only sees the screens their role allows. If a teammate opens a link they're not allowed on, Neev quietly sends them back to their own home screen instead of throwing an error in their face.
Key concepts
Workspace — your business inside Neev. It's created the moment onboarding finishes, and with it Neev seeds the system roles your team will slot into.
Role — what a person is allowed to open and do: OWNER, MANAGER, OPERATOR, ACCOUNTANT, WAREHOUSE, DELIVERY, SALES. The role is set automatically when someone accepts their invite — they don't pick it themselves.
The spine — order → invoice → payment → shipping, all running off the same record. Confirm an order once and it flows down; nobody re-keys it into a separate books or dispatch screen.
Intake draft — a WhatsApp text, voice note or photo turned into a structured order you can check and confirm, instead of typing it out by hand.
Common workflows
/onboard: business details, then GSTIN & invoicing, then the team invites. Hitting "Open your workspace" creates the workspace, makes you the OWNER, and seeds the system roles. This is step one — nothing else works until it's done./inventory/import./customers/import). Drop your customer CSV, check the preview — valid rows in green, errors flagged — then Import. Skipped rows are listed so you know exactly what didn't go in./m/sales/home), the godown packs from /m/warehouse/pack, and the rider runs the day from /m/delivery/home. Each lands on their own home automatically by role./intake), open Review (/intake-review), confirm the draft. From there the order rolls down the spine to Invoices, Payments and Shipping — same data, no re-entry.Role notes
The owner does the setup; everyone else gets the slice of the workspace their role allows. Who can do each first-week task:
| Role | Finish onboarding & invite team | Import customers & inventory | Create order drafts | Set own working language |
|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed |
| Manager | Not allowed | Allowed | Allowed | Allowed |
| Operator | Not allowed | Not allowed | Allowed | Allowed |
| Accountant | Not allowed | Not allowed | Not allowed | Allowed |
| Warehouse | Not allowed | Not allowed | Not allowed | Allowed |
| Delivery | Not allowed | Not allowed | Not allowed | Allowed |
| Sales | Not allowed | Not allowed | Allowed | Allowed |
- Finish onboarding & invite team — Owner only. Team and tenant settings are owner powers; a Manager runs operations but cannot invite teammates or change workspace settings.
- Import customers & inventory — Owner and Manager. These bulk loads are master-data writes; OPERATOR, ACCOUNTANT, WAREHOUSE, DELIVERY and SALES cannot create or bulk-load the product or customer master.
- Create order drafts — Owner, Manager, Operator and Sales can key a draft. ACCOUNTANT, WAREHOUSE and DELIVERY have no order-creation path at all.
- Set own working language — every role. The language choice is on your own profile, so each person sets their own.
A few traps to keep straight as your team gets going: ACCOUNTANT lives on the money side (record payments, read finance reports) but cannot void an invoice and cannot raise one — that's operations. WAREHOUSE packs and receives stock but cannot confirm or dispatch orders. DELIVERY is the most locked-down role: read-only on orders and invoices, and the default does not include dispatch.
Tips & time-savers
Set your working language once, early, from the globe in the topbar — English, Hindi or Hinglish. The choice saves to your profile and sticks across sessions, so you set it on day one and never touch it again.
Loading data is a paste job, not a typing job: a CSV from your old Excel or Tally export goes straight into Inventory → Import and Customers → Import, hundreds of rows in one go.
Gotchas
When you import, only the clean rows go in. If a row is flagged in the preview — bad phone, missing field, malformed GSTIN — that row is skipped, and the import summary lists exactly which ones failed. Fix those rows in your CSV and import them again; the green rows that already went in won't be duplicated by re-uploading the fixed ones only.
A teammate hitting a screen their role can't open won't see an error — Neev just redirects them to their own home. If someone says a link "doesn't work," it's usually a role-access redirect, not a broken page. Check their role against the task.