---
title: "Setup"
canonical: "https://resources.shelvz.com/page/setup/"
format: markdown
---
> Dynamic module: Search Highlight (live content)

# Welcome $userFirstName

## Company Settings  
(Updates Coming Soon)

-   [How to add and manage Currency Conversion Rates](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Placements](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to manage a Placement’s Settings](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Visit Types](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Skip Reasons](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Cancel Reasons](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Salesperson](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Signatories](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Drivers](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Distributors](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Branch Manager Types](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)
    
-   [How to add and manage Branch Managers](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-currency-settings-2/)

## Access & Security  
(Updates Coming Soon)

-   [How to add and manage User Access Modules](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-manage-user-module-access/)
    
-   [How to add and manage User Access Rights](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-set-individual-employee-access-rights/)
    
-   [How to add and manage Group Access Rights](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-create-and-manage-access-groups/)
    
-   [How to add and manage Group Access Rights Settings](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-manage-group-access-rights-settings/)

> Dynamic module: Page Tree (live content)

## System Settings

**Root page:** 516227074

## Portfolio  
(Updates Coming Soon)

-   [How to add and manage Brands](https://kb.shelvz.com/docs/company-setup/how-to-setup-skus/brands/)
    
-   [How to add and manage Competitor Brands](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/how-to-manage-competitor-brands/)
    
-   [How to add and manage Units](https://kb.shelvz.com/docs/company-setup/managing-company-settings/setting-your-company-units/)
    
-   [How to add and manage Categories & Subcategories](https://kb.shelvz.com/docs/company-setup/how-to-setup-skus/category/)
    
-   [How to add and manage SKUs](https://kb.shelvz.com/docs/company-setup/how-to-setup-skus/my-skus/)
    
-   [How to add and manage Competitor SKUs](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/__trashed-3/)
    
-   [How to manage an SKU’s Shelf Price & Units](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/how-to-create-and-manage-skus/)
    
-   [How to add and manage SKU Types](https://kb.shelvz.com/docs/company-setup/how-to-setup-skus/sku-types/)
    
-   [How to add and manage SKU Groups](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/sku-groups/)
    
-   [How to link SKUs to a Competitors’](https://kb.shelvz.com/docs/company-setup/setting-up-your-portfolio/how-to-link-your-skus-to-your-competitors/)
    
-   [How to Easily Update your Must Stock List](https://resources.shelvz.com/space/KB/92897281)

## Locations  
(Updates Coming Soon)

-   [How to add and manage Warehouses](https://kb.shelvz.com/docs/company-setup/assigning-your-logistics-third-parties/how-to-create-and-manage-warehouses/)
    
-   [How to add and manage Stores](https://kb.shelvz.com/docs/quick-setup/adding-your-stores-branches/how-to-create-and-manage-stores/)
    
-   [How to add and manage Branches](https://kb.shelvz.com/docs/quick-setup/adding-your-stores-branches/how-to-create-and-manage-branches/)
    
-   [How to add and manage Store Groups](https://kb.shelvz.com/docs/quick-setup/adding-your-stores-branches/how-to-create-and-manage-branch-groups/)
    
-   [How to add and manage Branch Classifications](https://kb.shelvz.com/docs/quick-setup/adding-your-stores-branches/how-to-create-and-manage-branch-classifications/)
    
-   [How to add and manage Branch Segments](https://kb.shelvz.com/docs/quick-setup/adding-your-stores-branches/how-to-create-and-manage-branch-segments/)
    
-   [How to add and manage Regions, Cities, and Banks](https://kb.shelvz.com/docs/quick-setup/how-to-setup-your-point-of-sale/how-to-add-regions-cities-and-banks-to-your-countries/)

## Workforce  
(Updates Coming Soon)

-   [How to add and manage Working Shifts](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-create-and-manage-working-shifts/)
    
-   [How to add and manage Public Holidays](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-add-and-manage-public-holidays/)
    
-   [How to add and manage Leave Types](https://kb.shelvz.com/docs/company-setup/managing-your-human-resources/how-to-add-and-manage-leave-types/)
    
-   [How to add and manage Leaves](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-add-and-manage-leaves/)
    
-   [How to add and manage Users](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-create-and-manage-users/)
    
-   [How to add and manage Teams](https://kb.shelvz.com/docs/company-setup/how-to-manage-your-human-resources/how-to-create-and-manage-teams/)