Articles to get you up and running, quick and easy including preparation and implementation.
Step 1 - Company Details3 Articles
Add your Organization's name, address, and other details to make it your own.
Step 2 - Physical Locations2 Articles
Add warehouses, buildings, labs, stores, sites, and sub-locations.
Step 3 - Create Products1 Article
Add products, parts, items, stock, raw materials, and assets.
Step 4 - The Accounts2 Articles
Add vendors, customers, or other accounts you'll link to orders.
Step 5 - Initial Quantities1 Article
Add product quantities on-hand at the go-live point.
Step 6 - Going Live2 Articles
Tips and tools to consider while getting started.
How do I get my data ready?
Does everything have to be perfect before you invest in a new inventory management system? NO, this is common misperception....
How do I add a role?
Role refers to a user type. Each user in the system is assigned a different role, which will have its...
How do I set permissions for each user?
Each user must be assigned a role in the system. These roles are set by your organization’s administrator in the...
How do I add a warehouse?
A warehouse, or other kind of location, can be added to your system now or later. Your products must exist...
How do I add my starting quantities?
You can add starting quantities in one of two ways. One way is to use the Quick Receive option. Either...
Knowledge Base Categories
- Users and Roles
- Step 6 – Going Live
- Step 5 – Initial Quantities
- Step 4 – The Accounts
- Step 3 – Create Products
- Step 2 – Physical Locations
- Step 1 – Company Details
- Reports and Analysis
- Mobile App
- Getting Started
- General System
- Company Settings
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