This section covers everything you need when you first start using Pesto - registering your account, configuring settings, and understanding what's available.
Head to the registration page and sign up with your email and password. Check your inbox for an activation email - it sometimes lands in junk/spam, so have a look there too.
Click the link to verify your account, then let the Pesto team know so we can link it to your company profile.
We will confirm once your account has been linked. To ensure only verified users can log in, you will not be able to log in until it has been linked.
Tip: If the activation email's in your spam folder, mark it as "not spam" so future Pesto emails come through properly.
<aside> <img src="notion://custom_emoji/2bd5bcc3-3b81-4ff7-a78c-826f7168e606/29abcd55-5ab7-8017-928e-007a6beb9581" alt="notion://custom_emoji/2bd5bcc3-3b81-4ff7-a78c-826f7168e606/29abcd55-5ab7-8017-928e-007a6beb9581" width="40px" />
Step-by-step visual guide: Register for an Account on Pesto
</aside>
Go to app.heypesto.ai/login, pop in your email and password, and click Sign In. That's it.
<aside> <img src="notion://custom_emoji/2bd5bcc3-3b81-4ff7-a78c-826f7168e606/29abcd55-5ab7-8017-928e-007a6beb9581" alt="notion://custom_emoji/2bd5bcc3-3b81-4ff7-a78c-826f7168e606/29abcd55-5ab7-8017-928e-007a6beb9581" width="40px" />
Step-by-step visual guide: Log in to Pesto
</aside>
First thing after logging in - make sure your organisation settings are right. From the left-hand menu, click Settings then Organisation.
You can update your company name, logo, and address here. Your name and logo show up on delivery notes and the B2B order portal, so it's worth getting these right from the start. Click Save Changes once you're done. You'll typically only need to do this once.
<aside> <img src="notion://custom_emoji/2bd5bcc3-3b81-4ff7-a78c-826f7168e606/29abcd55-5ab7-8017-928e-007a6beb9581" alt="notion://custom_emoji/2bd5bcc3-3b81-4ff7-a78c-826f7168e606/29abcd55-5ab7-8017-928e-007a6beb9581" width="40px" />
Step-by-step visual guide: Manage Organisation Settings and Features
</aside>
Under settings you can choose how Pesto generates your documents.
Default template type - pick between PDF and CSV. PDF works for delivery notes you're handling yourself. CSV is what you'll need if your 3PL requires file uploads. We'll advise on the best setup during onboarding.
Document number configuration - controls the prefix, suffix, and starting counter for delivery notes and sales orders. If you're joining Pesto with existing delivery note numbers, set the counter to pick up where you left off.
Pesto can push invoices straight into your accounting software as part of the order workflow. Two key settings here: