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Note:
If you have already done one of the following steps, just skip it.

Please have the following information to hand.

Accounting

VAT details, bank details, details of the financial year and legal form, opening balance sheet, initial value of your stock (if applicable)

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VAT details, bank details, details of the financial year and legal form, opening balance sheet, initial value of your stock (if applicable)

Information about the stock

Information about your stock and how it is categorised.

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Information about your stock and how it is categorised.

Details of your articles

Article number, name, unit and price. 

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Article number, name, unit and price. 

Inventory-specific details

Minimum quantity, average costs, manufacturer, supplier, etc.

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Minimum quantity, average costs, manufacturer, supplier, etc.


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.

Good to know

1.You can add different store accounts to your accounting system, e.g. main store, secondary store, etc.

2. You can enter the initial value of your store in the balance sheet manually.


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.

Good to know

Prepare labels with the storage bins you have defined and categorize the areas of your store. It is very important that you and your staff can clearly identify the different areas of the store so that they find the goods easily as soon as they are needed.


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

Good to know
  1. If you have a lot of articles, the best solution is to use KLARA's bulk import function. Download our Excel template, fill it in and then upload it again.
  2. Once you have made the basic settings for your articles, it is important that you continue with the specific information for your inventory. Please make sure that you return to this page. 


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).

Good to know

As soon as you have bought new goods and added them to the stock, the moving average price will be automatically recalculated and updated.


Did you already know?

KLARA Inventory goes hand in hand:

KLARA Accounting

This way you automatically see which invoices have already been paid. Save time and work with KLARA even more efficiently!.

KLARA Online Shop

Create your online store in minutes ans sell online easily – no technical knowledge required . 

KLARA POS

Serve your customers in no time. Thanks to the synchronisation with KLARA Accounting you have an overview of your turnover.


KLARA supports you

Discover our offers in different areas, which are available for you for free.

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FAQs
Many questions have already been answered. Just have a look at our FAQs.

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Online training courses
Tips, tricks and step-by-step instructions are available in our online training courses.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Videos
KLARA supports you in your work by providing short explanatory videos on individual functions.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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KLARA Community
The KLARA Community is a place for mutual knowledge transfer and information exchange about KLARA.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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