Onboarding: inventory

To start working with the Inventory module you’ll need to perform the following steps:

  1. Create categories of products and add your list of products to them: link. How to upload a list of products using Excel.
  2. If needed, add storages.
  3. Create products arrival by indicating their amount.
  4. To account for usage of products study the instruction on creating bills of materials and work with them: link.
  5. How to work with the sale of products.

Should you face any difficulties, send us a file to upload your list of products. In the attached ‘Products list upload template’ document you’ll see which fields we can upload into the system.

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