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Getting Started with RetailerOS

Seven steps. Most stores go live in days, with support at every step.

Back to RetailerOS
  1. Step 110–15 minutes

    Account Setup

    Getting started is simple.

    1. Sign up at retaileros.in (mobile or email)
    2. Add business name, address, phone, email
    3. Enter your GST number: details fill in automatically
    4. Add every store location

    Tip: Keep your GST certificate handy.

  2. Step 215–30 minutes

    Import Your Data

    No need to start from scratch.

    1. Inventory: CSV or Excel, bulk IMEI imports
    2. Customer list
    3. Distributors and suppliers

    Tip: Our team helps prepare your files. Even a photo of a handwritten register works.

  3. Step 310–15 minutes

    Configure Billing

    GST-compliant invoices from day one.

    1. Verify GSTIN, business type, tax preferences
    2. HSN codes come pre-loaded
    3. Pick an invoice template, add your logo
    4. Enable cash, UPI, card and credit

    Tip: Preview a sample invoice before your first sale.

  4. Step 420–30 minutes

    Set Up Inventory

    This is where RetailerOS truly shines.

    1. Scan IMEIs by phone camera or barcode scanner
    2. Group by brand and category
    3. Set reorder points for stockout alerts
    4. Check everything on the dashboard

    Tip: Start with your best-sellers. Add the rest later.

  5. Step 510 minutes

    Add Your Team

    Get your staff on board.

    1. Invite staff by mobile or email
    2. Roles: Sales staff, Store manager, Owner
    3. One 5-minute practice bill each

    Tip: Ask for a free 15-minute staff training call.

  6. Step 65–10 minutes

    Connect Brand Schemes

    Stop tracking brand schemes on paper.

    1. Browse Samsung, Vivo, Oppo, Xiaomi, Realme and more
    2. Activate the ones you need
    3. Eligible sales match automatically
    4. Track scheme earnings in real time

    Tip: Check the scheme dashboard weekly for pending claims.

  7. Step 75 minutes for your first sale

    Go Live

    Make your first sale.

    1. Search the product or scan the IMEI
    2. Add or find the customer
    3. Apply discounts or schemes
    4. Pick payment and confirm
    5. Share the invoice: print, WhatsApp or SMS

    Tip: Keep your old billing method for day one. By day two you will not need it.

Getting Help

Replies within 15 minutes during business hours.

WhatsAppFastest response
PhoneBusiness hours
Emailsupport@retaileros.in
Live ChatInside RetailerOS
  • Video tutorials for every feature
  • Searchable help centre and FAQs
  • WhatsApp community of 1000+ store owners
  • Onboarding manager for your first 7 days

Pro Tips — First 30 Days

  1. Use the mobile app daily

    Add RetailerOS to your home screen. Check sales, stock and alerts anywhere.

  2. Review your dashboard every morning

    Two minutes: yesterday's sales, low stock, pending claims.

  3. Collect customer phone numbers with every sale

    Powers repeat business, warranty tracking and promotions.

  4. Set up reorder alerts for your top 20 products

    Get alerted before you run out.

  5. Explore analytics after your first week

    See fastest sellers, busiest days and best margins.

You Have Got This

Start on the Free plan today, no card needed, and be billing on RetailerOS within days.

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Better systems for a more human world.

We're a team of six engineers, designers and strategists building systems together. Every business has layers, and every engagement has taught us how they connect. We engineer software that outlives the people who built it. If something here sounds like your business, we'd be glad to talk it through.

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