Inventory Getting Started

This guide walks you through the first-time setup of the Inventory app. Follow these steps to add items, warehouses, customers, and create your first transaction.

Step-by-Step First Setup

Open Inventory App from App Launcher

From the Platform dashboard, open the App Launcher and click on Inventory. You will land on the Inventory dashboard.

Configure Company Settings

Go to Settings and set your default currency, tax rates, and company address. These values will be used as defaults on quotations, orders, and invoices.

Add Your First Warehouse

Create at least one warehouse. Stock is tracked per warehouse. You can add more warehouses later if you have multiple locations.

Add Item Categories and Units

Define categories (e.g., Electronics, Office Supplies) and units of measure (e.g., Each, Box, Kg). These help organize items and ensure consistent quantities.

Add Your First Items

Create items with names, SKUs, prices, and units. Choose whether each item tracks stock. Items are the products you sell and buy.

Add Customers and Vendors

Create records for your customers (buyers) and vendors (suppliers). Include contact details and addresses for invoices and purchase orders.

Create Your First Quotation or Sales Order

Create a quotation to send a price quote to a customer, or create a sales order directly if the order is confirmed. Add line items, apply taxes, and save.

Tip: Set up taxes early in your company settings. Tax rates are applied to items and transactions. Configuring them before creating items and orders saves time and avoids corrections later.

Next Steps

Once your basic setup is complete, explore Items and Warehouses for detailed configuration options.