# Basic setup (/docs/getting-started/basic-setup) This page walks you through the dashboard settings to check before your first sale, in the order most accounts do them. Each step also names the API call, if you would rather set it up from code. Test and live keep their own settings, products, emails and users. Set things up in test mode first, then do the same in live (the **LIVE / TEST** switch at the top of the dashboard). See [Account and test mode](/docs/getting-started/create-an-account). ## What you start with [#what-you-start-with] A new account already has: - Every customer email turned on (receipts, invoices, subscription reminders and more). - One shipping method, **Standard Shipping**, priced by order subtotal. - The **Comecero Test Gateway** in test mode. - USD as the default payment currency and UTC as the time zone. - No tax rules, so no tax is charged until you add them. ### Your company details [#your-company-details] Open **Account Info** (under Administration). Fill in your company name, contact details and address, and a **Customer Service Email**: it shows on your shop and is where replies to order emails go. Leave it empty to hide it. Then, under **Settings > Company Details**, add your registered company name, VAT ID and a **Logo URL** (https). The logo goes on invoice and receipt PDFs. These are saved in live mode. API: [Update an account](/api/accounts/update-account) with a live token. Also set your **Timezone** under **Settings > Technical** (`timezone` in [Update technical settings](/api/settings/update-technical-settings)). Reports and dates in emails use it. ### Add your products [#add-your-products] Open **Store > Products** and click **Add Product**. ![The Add Product form](/images/guides/product-add.png) - **Product Name** is required. **Product ID** is made for you if you leave it empty. It may use letters, numbers, `.`, `-` and `_`, and is stored in lower case. - **Pricing**: a price and currency. Click **Add another currency** to set a fixed price in more currencies. - **Type of Product**: **Digital**, **Physical** or **Service**. It decides how tax is worked out. Digital products can have a **File Download** or a **License Service**; physical products have a **Weight** for shipping. - **Subscription Plan**: pick one to sell the product as a subscription. See [Subscriptions](/docs/guides/subscriptions). - Turn on **Available for Purchase**. It is off by default, and a product that is not available cannot be bought. API: [Create a product](/api/products/create-product). It needs `name`, `type` and at least one price. In test mode, product ids end in `.test`. ### Currencies [#currencies] You can take any currency one of your active gateways takes. The shopper's currency comes from their country when a gateway takes it, or else your **Default Payment Currency** under **Settings > Payment**. A product price you set for a currency is always used as it is. For other currencies, Comecero converts your first price at the day's rate, adds a small markup (3% unless you change it) and rounds it with your rules under **Settings > Pricing**, so converted prices look tidy. Your **Primary Reporting Currency** and **Secondary Reporting Currency** under **Settings > General** are the currencies your reports total in. They cannot be changed after your first payment in that mode. ### Tax [#tax] Open **Settings > Tax**. ![The Tax Settings page](/images/guides/settings-tax.png) - **Countries with Tax Inclusive Prices**: in these countries your prices already include tax, as is usual in the EU. Elsewhere tax is added on top. - **Tax Rates**: add a rule per country or state. Choose **Automatically determine rate** (US, Canada and the EU) or **Use a rate I specify**. Business customers in the EU with a valid VAT number are checked and charged no VAT. API: [Update tax settings](/api/settings/update-tax-settings). ### Shipping [#shipping] For physical products, open **Store > Shipping Methods**. Edit **Standard Shipping** or click **Add Shipping Method**, pick the countries, and how the price is worked out: by order subtotal, total weight or total quantity. ![The Add Shipping Method form](/images/guides/shipping-method-add.png) The rate types are explained in [Shipping by subtotal](/docs/reference/shipping-subtotal), [by weight](/docs/reference/shipping-weight) and [by quantity](/docs/reference/shipping-quantity). ### Get paid [#get-paid] Choose Comecero Express Payments or connect your own gateway. See [Payment gateways](/docs/integrations/payment-gateways). ### Customer emails [#customer-emails] Open **Communications > Notification Subscriptions**. Each email your customers get is listed here and already on: order, payment, refund and shipment confirmations, invoice and cart links, sign-in links, and subscription reminders and failed payments. Open one to change its **From Name**, **Reply To Email Address**, **BCC Email Address**, **Subject** or **Template**, or to turn it off. Emails come from `notification@comecero.com` with your company name. To send from your own address, add it under **Settings > General**, **Notification From Email Addresses**, and confirm it from the email you get. ### Your shop's look [#your-shops-look] Open **Storefront** and the editor. In **Brand**, set your company name, logo and browser tab icon. In **Theme**, pick a design and your brand color. See [Hosted shop](/docs/integrations/hosted-shop) for the pages and the links you can build, and [Checkout button](/docs/integrations/checkout-button) to sell from your own site. ### Your team [#your-team] Open **Administration > Users** and click **Add User**. Enter their name, username, email and a password, then either make them an account owner or pick what they may do under **Permissions**. Share the password with them yourself: no invite email is sent. ![The Users list](/images/guides/users.png) For apps and servers, make API tokens instead of users. See [Authentication](/docs/basic-concepts/authentication). ## Next [#next] - Take a test payment end to end: [Quickstart](/docs/getting-started/quickstart). - Get told about orders on your server: [Webhooks](/docs/guides/webhooks). - When everything works in test mode: [Going live](/docs/guides/going-live).