1. Take an inventory

Once you have set up the store and your articles, proceed with taking an inventory.

Already got your stock? Go through all the articles, add them to the stock using the "Add to stock" function and fill in the rest of the information. Enter the number of articles you have in stock. The purchase price corresponds to the average price you paid per unit.

- If you previously used an inventory system, transfer the number of items of the article and the average price paid out of the old system.

- If you previously just managed the inventory manually and in no particular detail, you should estimate the average price. From now on KLARA will use this initial value as a basis for calculating the moving average price automatically.

Don't have any stock yet? You can enter articles step by step as soon as they are delivered by your supplier (see step 2: Enter the delivery note).

2. Enter a delivery note

As soon as you receive a delivery from a supplier, add the goods to your stock. To do so, click on "Add to stock" on the main Inventory dashboard.

To get going quickly, you can search for the name of the article or of the supplier. Then enter the information on the number of articles received, the price per article and the storage details. And that's it – all done.

3. Reservation and removal from the inventory

As soon as articles are sold via Online Shop, POS or Order Management, the corresponding units are removed from the stock.

Reservations: If the article is in the quotation stage (this also applies for confirmations of order in the Online Shop), the article is reserved and so already removed from the available stock.

Removal from the inventory: As soon as an invoice is created, the article is permanently removed from the stock. The same applies for sales through KLARA POS.