Setup Checklist¶
Work through these in order. Each takes a few minutes, and together they turn a fresh install into one that can take orders and provision hosting.
The admin dashboard shows a shorter version until it is complete: Upload your logo, Configure email delivery, Add a payment gateway, Connect a server and Create your first product. Each one ticks itself off when PNLCS sees it done. This page covers those five and the settings around them.
Note
You do not need every item to start, but email and at least one payment gateway are required before real customers can order.
1. Company details and logo¶
Setup → General Settings
- Company Information: company name, address and Company Email.
- Localization: default language, default country, date format and timezone.
- Invoices: the numbering scheme and the default payment due (days).
- Terms and Privacy: the addresses of your Terms of Service and Privacy Policy. The registration form links to them; left empty, it names them without a link.
- Legal identity: the registered company name, when it differs from the brand, plus tax office and registry numbers. Printed on invoices and legal documents.
Setup → Currencies holds the currencies you bill in; four (USD, EUR, GBP, TRY) are there from the start, USD as the default.
Setup → Appearance: upload your logo. This is the dashboard's first step.
This is your business identity: it appears on invoices, emails and the client area.
2. Email delivery (required)¶
Setup → General Settings → Mail Configuration
Choose SMTP, fill in your mail server, save, and press Send Test Email. Until mail is configured nothing reaches your customers: no invoices, no order confirmations, no ticket replies.
3. Payment gateways (required)¶
Setup → Payment Gateways
Enable at least one: Stripe, PayPal, Mollie, Razorpay, Authorize.Net, iyzico, Tpay, or Bank Transfer for payments you confirm by hand.
4. Servers (if you sell hosting or VPS)¶
Setup → Servers
Add the server accounts are created on (Panelica, cPanel, Plesk, DirectAdmin, HestiaCP, aaPanel, Proxmox or Vultr) and test the connection.
5. Your first product¶
Setup → Products/Services
Create a product group (for example "Shared Hosting"), then a product that uses your server's module, with a billing cycle and a price.
6. Domain pricing (if you sell domains)¶
Setup → Domain Pricing for the extensions and their prices, and Setup → Domain Registrars for the registrar that registers them.
➡️ Sell Domains
7. Tax (if you charge tax or VAT)¶
Setup → Tax Rules
➡️ Tax Rules
8. Staff (optional)¶
Setup → Admin Roles and Setup → Admin Accounts: roles with the permissions each job needs, then the people.
9. Sign-up checks (recommended)¶
- Setup → General Settings → Email Verification: new customers confirm their address before they can order. On by default.
- Setup → General Settings → Fraud Screening: MaxMind or FraudLabs Pro scores each order; a risky one is held under Orders → Fraud.
10. The cron runner (required for automation)¶
Invoices, reminders, suspensions and provisioning retries run on a schedule. On your own server, add the cron line from the installation guide:
The Docker image runs the scheduler by itself.
➡️ What runs and when: Scheduled Commands
Ready?¶
➡️ Your First Sale: one full order, from shop to a running hosting account.