Let's get your stock under control — one simple step at a time.

1. In the left-hand menu, open Settings, then Org Settings.
2. Check your currency, time zone and date format — and set your country if it's not right.
3. Click Save.

1. Open Billing, then Subscription to see your current plan.
2. Note your plan's limits — how many locations, team members and products (SKUs) it allows. You can upgrade here anytime.

1. Open Locations, then All Locations, and click Add Location.
2. Give it a short name (e.g. "Main Warehouse") and pick a type — Warehouse, Store, Distribution Centre, and so on.
3. Click Save, and repeat for each place you hold stock.

1. Open Locations, then Sections, and click Add Section.
2. Choose which location it belongs to, give it a code and name, and pick a type (Zone, Aisle, Rack, Bin…).
3. To nest one inside another (a bin inside an aisle), pick its parent section.

1. Open Products, then Units of Measure. 14 common units are already there (Each, Box, Carton, Kg, Litre…).
2. Add any of your own — e.g. PALLET or DOZEN — with + New Unit.
3. Optional: add a conversion so the app knows, for example, 1 CASE = 24 EA.

1. Open Products, then Categories, and click Add.
2. Build from the top down: a Department, then Categories under it, then Sub-categories if you need them.
3. Optional: on a category, add custom attributes (spec fields like "Colour" or "Voltage") — you'll fill these in when you add products.

1. Open Products, then Brands, and click Add Brand — enter a name and code.
2. Optional: upload the brand's logo.

1. Open Products, then Catalog Mapping.
2. Pick a category and add the brands allowed in it. A brand allowed on a department flows down to everything under it.

1. Open Settings, then Roles. You already have sensible built-in roles — Owner, Admin, Member and Viewer.
2. Need something in between? Click Add Role and tick exactly which permissions it gets in the matrix.

1. Open Settings, then Workflow Rules, and add a rule.
2. Choose the action (e.g. Sales Order), a threshold quantity, and who approves it. You can add several tiers for escalating sign-off.

1. Open Products, then Create Product. Enter a name and SKU (your own item code), and pick its category, brand and unit of measure.
2. Choose a tracking type: Standard (most goods), Batch / Lot (things with expiry or lot numbers), Serialised (each unit has a unique serial), or Weight.
3. Save, then open the product and add its variants (sizes, colours…) — each with a price, cost, and a barcode.

Add the barcode

Each variant has one primary barcode (its main code). Add it in the variant's Barcode field on the product page.

1. Open a product, click Edit on a variant, and type its barcode in the Barcode field.
2. Got extra codes for the same item — a case barcode, or a supplier's code? Add them with the variant's Barcodes / GTINs button. They all scan back to the same item.

Print the labels

1. Open Identifiers, then Print Labels. Tick the items and codes you want and set a quantity.
2. Choose a barcode style and how many labels per row, then Print.

1. Open Suppliers, then Supplier List, and click Add Supplier.
2. Enter a name, code and contact details. Save, and repeat for each vendor.

1. Open Customers, then Customer List, and click Add Customer.
2. Enter their details. Optional: set a credit limit and payment terms so the app can flag over-limit orders.

1. Open Users, then Invitations, and click Invite.
2. Enter their work email and choose a role (from Step 9). They get an email to set their own password.
3. Optional: on Sections, you can limit a person to only the sections they work in.

1. Open Inventory, then Stock Overview, and click + Add / Set stock.
2. Pick the item and the section it's in, and type the real quantity on hand. The app records the difference for you.

1. Open Inventory, then Receive Stock. Pick the item, the section it's going into, and the quantity.
2. For tracked items, add the batch number & expiry, or scan/enter the serial numbers.

1. Open Inventory, then Scan Stock. Choose Stock In or Stock Out and the section.
2. Scan items one after another with a USB scanner — each scan adds a line. Review, then Commit.

1. Open Orders, then Create Order, and pick the type — Sales, Purchase or Transfer.
2. Add the items and quantities. For a sales order, step it through Allocate → Dispatch to ship it; a transfer moves stock from one location to another.

Reorder points & low-stock alerts

1. Open Inventory, then Reorder Rules, and set a reorder point and quantity for your key items.
2. When stock dips below the point, it shows in Alerts › Low Stock — and you can auto-draft a purchase order from there.

Stock counts (audits)

1. Open Inventory, then Audits, and start a count for a section, an item, or the whole site.
2. Enter what you actually counted, then Reconcile — the app safely corrects the records to match reality.