Setting Up Your Organization

Once you’ve signed in for the first time, the next step is creating your organization. This is the hub that connects all your store locations, team members, and data in one place.

Who Needs to Do This?

Only the first person from your company needs to set up the organization. If a teammate has already done this, you’ll be connected to the existing organization automatically when you sign in.

Creating Your Organization

After signing up, you’ll be prompted to set up your organization. Here’s what you’ll need:

Organization Name

Enter your company or business name. This is how your organization will appear throughout FastQuery. For example, “Smith’s Hardware” or “Main Street Lumber.”

Company Domain

Your company’s email domain — the part after the ”@” in your email address (for example, smithshardware.com) — is filled in automatically based on your sign-in email. You won’t need to type it yourself.

FastQuery uses this domain to help match future team members to your organization. When someone signs up with an email from the same domain, the system can recognize that they belong to your company.

Your POS or ERP System

Select the point-of-sale or ERP system your store uses (for example, Epicor Eagle). This helps FastQuery connect to your inventory data. Don’t worry if your exact system isn’t listed — you can reach out to support after setup.

Your Direct Suppliers

Choose the distributors or buying groups you order from (for example, Ace Hardware, Orgill, True Value, or Do it Best). You can select more than one. This unlocks their product listings inside FastQuery so your team can look up items from those suppliers.

What Happens Next?

After creating your organization, you’ll move on to:

1. Adding your store locations — so FastQuery knows where your business operates.
2. Inviting your team — so your managers and associates can start using FastQuery too.

These steps are covered in the next sections of this guide.

Good to Know

• You can update your organization name later if needed.
• Only admins can change organization settings after the initial setup.
• If you’re unsure whether your organization has already been created, check with your manager before starting a new one.