> ## Documentation Index
> Fetch the complete documentation index at: https://docs.solya.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> A guided first-run path: from connecting your data to building your first plan.

New to Solya? This is the recommended order to get your organization up and running. Each
step links to the detailed guide.

<Note>
  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*.
</Note>

## 1. Understand the shape

Skim [Core concepts](/en/getting-started/concepts) — the three layers (data →
intelligence → action) — and keep the [Glossary](/en/getting-started/glossary) handy.

## 2. Set up your organization (admin)

<Steps>
  <Step title="Organization settings">
    Set currency, language, and data options under
    [Organization settings](/en/administration/organization-settings).
  </Step>

  <Step title="People & access">
    Invite teammates and assign roles — see
    [Users, teams & roles](/en/administration/users-teams-roles). Tailor each role's
    sidebar with [navigation templates](/en/administration/navigation-templates).
  </Step>
</Steps>

## 3. Bring your data in (admin)

<Steps>
  <Step title="Activate a data source">
    Turn on the systems you import from (POS, file upload) —
    [Data sources](/en/data-layer/data-source).
  </Step>

  <Step title="Check the interpretation">
    Confirm an [ingestion spec](/en/data-layer/ingestion-spec) matches your files (test
    safely in the [sandbox](/en/data-platform/sandbox) first).
  </Step>

  <Step title="Run an import & verify">
    Trigger an [ingestion run](/en/data-layer/ingestion-runs), then browse the
    [datasets explorer](/en/data-platform/datasets-explorer) to confirm the data landed.
  </Step>
</Steps>

## 4. Explore

Once data is flowing, open the [dashboards](/en/analytics/dashboards) and
[KPIs](/en/analytics/kpis), and review what needs attention in
[Inventory risks](/en/inventory-risks/overview).

## 5. Set your guard rails (admin)

Before you act at scale, encode your policies in the
[Business Center](/en/intelligence-layer/business-center): create a
[ruleset](/en/intelligence-layer/rules-and-rulesets) and set up
[budgets](/en/intelligence-layer/budgets), [size curves](/en/intelligence-layer/size-curves),
and [approval policies](/en/intelligence-layer/policies-and-lists) as needed.

## 6. Make your first plan

Build a [plan](/en/inventory-plans/overview) — a restock is a good start: add items, see
rules validate them, and submit for approval. The
[lifecycle guide](/en/inventory-plans/lifecycle) explains statuses and approvals.

## 7. Automate the routine

* Turn risks into proactive [alerts](/en/signals/alerts).
* Classify entities with [tags](/en/automation/tags).
* Let [workflows](/en/automation/workflows) build plans automatically from your data.

## For developers

Integrating Solya programmatically? Start with [API integration](/en/developers/overview)
and the [API recipes](/en/developers/recipes/overview), or connect an AI agent via the
[MCP gateway](/en/mcp/overview).

<Note>
  You don't have to do everything at once. Get data flowing, explore, then add rules and
  automation as you go.
</Note>