Company Setup & Onboarding

Step 1: Open Company Setup

• After logging in, you'll see a "Get Started" box on your Dashboard
• Click "Get Started" to begin the setup process

Step 2: Enter Company Details

Fill in your business information:

• Company name
• Company registration number
• VAT number
• Contact phone number
• Registered address

Click "Continue" when finished.

Step 3: Connect Your Stripe Account

Meditech Auction uses Stripe to handle secure payments and payouts.

• On your Dashboard, look for the yellow box: "Complete Stripe onboarding to enable buying and selling"
• Click "Complete Stripe Onboarding"
• You'll be taken to Stripe in a new window
• Follow Stripe's on-screen instructions to verify your business

Step 4: Confirm Stripe is Connected

After completing Stripe onboarding:

• You'll return to the "Billing & Payouts" page
• Check the "Onboarding checklist" and "Account status" panels
• All items should show green ticks or "Approved/Enabled/Verified"

Troubleshooting: If items aren't green yet:
- Click "Sync Status" to refresh
- If still not updated, click "Verify Sync"
- Complete any remaining steps marked incomplete
- Contact support if issues persist

Step 5: Add a Delivery Address

• Go to Company > Addresses in the left menu
• Click "Add Address"
• Choose Type: Delivery
• Fill in the address details
• Click "Save"

To set as your default delivery address:

• Click "Change Default" under the Delivery column

Step 6: Add an Invoicing Address

• Still on Company > Addresses, click "Add Address" again
• Choose Type: Invoicing/Accounts
• Enter your billing address
• Click "Save"

Invoicing addresses are automatically set as default.

Step 7: Invite Team Members

• Go to Company > Members in the left menu
• Enter a team member's email address
• Choose their role from the dropdown:
• • Seller - Can create and manage listings
  • Buyer - Can bid on auctions
  • Seller + Buyer - Full access to both
  • Viewer - Can view but not transact
• Click "Send Invite"

The invitation will appear in the "Invitations" list until accepted. You can click "Revoke" to cancel an invitation.

Next Steps Box: ✅ Setup Complete! Your company is now ready to buy and sell. Learn how to create your first auction or start browsing listings.