Skip to main content
First steps is a page inside Velyti that lists what is left before your company records and prints its first contract. Steps tick themselves as you record the data, so there is nothing to mark by hand. Open Help in the side menu and select First steps.
The First steps page of a company that is still being set up.

The First steps page of a company that is still being set up.

Most of these steps are for administrators. The page shows each person only the tasks their permissions allow.

​
Set up your company

1

Confirm your legal entity

Velyti registered it when your account was created. Check the tax ID, the legal representative and the number of your first contract, then save. The action is Review legal entity. See My company.
2

Complete your branches

Each branch prints its address on the contracts and files with its transit agency. The step tells you which branch is missing which data. The action is Complete branch.
3

Invite your team

Create users for your sales advisors, purchase appraisers, accounting and management. Each one gets a link to set their password. The action is Invite a user. See Users and roles.
4

Register your attorneys

These are the filing agents and employees who file the procedures at the transit agency. The power of attorney names them. The action is Register attorney. See Attorneys.
5

Register your first client

Enter their ID, place of issue and address, because the contract prints them. The action is Register client. See Clients.
6

Record your first purchase

The purchase creates the vehicle on the lot and opens its procedures. The contract and the power of attorney print from it. The action is Record purchase. See Contracts.
Each step shows Done, Pending or Optional, and the top of the list says how many steps are left.

​
What you will use most

Below the setup, Your work lists the daily tasks that match your role.
  • Search for anything. A plate, a client or a contract: the search opens from any screen with Ctrl K. See Find your way around.
  • Register a client with New client.
  • Record a purchase. The purchase creates the vehicle on the lot. A sale starts on the vehicle’s record, with Record sale.
  • Follow the procedures. Every contract opens its procedures at the transit agency, with 60 working days to register the transfer. See Procedures.
  • Print the documents. The contract, the power of attorney and the RUNT form are generated on each contract’s record, under Documents. See Documents.
  • Look at the lot with View vehicles: what is there, how many days each vehicle has been there and how much capital it adds up to.
  • Check the reports with View reports: sales, margins and inventory for the period, to read or export. See Reports.
  • Your role and permissions. In My profile you see what you can do in Velyti and change your password. See Profile and settings.

​
Hide the guide

Once your company is set up, select Hide on the setup or on the orientation block. Velyti confirms that they are hidden and tells you they are still in Help, under First steps.

​
Help from the same page

The page also links to the Glossary, to the keyboard shortcuts and to Write to support. See Glossary and Support. Next: Find your way around.