Some steps are admin-only (setting up the organization and data). If you’re an
end user, skip to Explore and Make your first plan.
1. Understand the shape
Skim Core concepts — the three layers (data → intelligence → action) — and keep the Glossary handy.2. Set up your organization (admin)
Organization settings
Set currency, language, and data options under
Organization settings.
People & access
Invite teammates and assign roles — see
Users, teams & roles. Tailor each role’s
sidebar with navigation templates.
3. Bring your data in (admin)
Activate a data source
Turn on the systems you import from (POS, file upload) —
Data sources.
Check the interpretation
Confirm an ingestion spec matches your files (test
safely in the sandbox first).
Run an import & verify
Trigger an ingestion run, then browse the
datasets explorer to confirm the data landed.
4. Explore
Once data is flowing, open the dashboards and KPIs, and review what needs attention in Inventory risks.5. Set your guard rails (admin)
Before you act at scale, encode your policies in the Business Center: create a ruleset and set up budgets, size curves, and approval policies as needed.6. Make your first plan
Build a plan — a restock is a good start: add items, see rules validate them, and submit for approval. The lifecycle guide explains statuses and approvals.7. Automate the routine
- Turn risks into proactive alerts.
- Classify entities with tags.
- Let workflows build plans automatically from your data.
For developers
Integrating Solya programmatically? Start with API integration and the API recipes, or connect an AI agent via the MCP gateway.You don’t have to do everything at once. Get data flowing, explore, then add rules and
automation as you go.