1. Set up accounting

Want to manage your inventory on a value basis as well (stock accounting)? Then you need to set up Accounting first. You will find all the relevant information in our guide.

To synchronize the stock with the material expense, add the store account to your opening balance sheet.

2. Create stores

Define the names of the stores, e.g. shop, main store, external storage facility. Within the individual stores you can define a number of storage bins that enable you to organise your goods in a particular way. If you have decided to run stock accounting as well, you should link the stores to the respective account in your accounting system.

3. Enter the articles

Add the information about the articles you are selling and have in stock. Follow our guide on making the basic settings for your articles: Setting up articles

Information required: General details of your articles, images and basic information

4. Take an inventory of articles

To ensure your articles appear in your inventory, enable the "This article will be used in inventory" function for the corresponding articles.

Then enter the inventory-specific details.

Additional details
- Indicate whether articles will be managed by quantity or value as well
- Serial number, if relevant

Store details
- Define the default store
- Define the bin within the default store

Stock level
- Define the minimum stock level
(if articles reach +- 10% of the defined minimum quantity, you will get a reorder reminder in the "This needs your attention" box on the Inventory dashboard

Supplier details
- Original article numbers and designation of the supplier (multiple suppliers can be defined for a single article).