SETTING UP YOUR COMPANY AND PAYMENT ON WAStockID

SETTING UP YOUR COMPANY AND PAYMENT ON WAStockID

Learn how to configure your company profile, invite team members, and add business locations using the WAStockID setup wizard. This guide also covers the necessary steps to complete your payment information to finalize your account registration and activate WAStockID for your business.

Basic Account Information



2.  Enter Company display name and website
Notes
This information is entirely optional and not used for any promotional purposes.

3.  Click "Next:  Invite Users"
Idea
Tip:  All additional users will need roles assigned to them, you may add users at a later step as well.


User Invitations

4.  Enter email address to invite
5.  Click "Send"


6.  Click "Next:  Add Locations"


Location Configuration

7.  Click "Add Location"


Notes
Note* You can set up additional locations later if you wish. At minimum, you will need to initially setup one location to activate WAStockID. Please note you must have at least one physical address associated to the location to complete transactions (Receive, Take, Transfer).

8.  Enter Location Name and select actual physical address from dropdown suggestion list.


9.  Click "Save"


10.  Click "Next:  Payment"



Payment Processing
11.  Click "Continue to payment"



12.  Enter contact email address
13.  Click "Subscribe"
14.  Enter card information, cardholder name, and billing zip code
15.  Enter Phone # & Click "Subscribe"
16.  Click "Next:  Summary"

Account Finalization

17.  Click "Complete" to finish account setup



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