Getting Started with Admin -> Inventory

Set up inventory locations, categories, units, pricing, and other key options to make sure your inventory runs smoothly.

Set up your inventory

• Start with Admin -> Inventory -> Inventory Locations. The system begins with a default Inventory Location—update its details such as address and phone, and add more locations as needed.
• If you’d like to create pricing tiers for different customers, go to Admin -> Inventory -> Price Levels. Assign these levels to customers when you add them, or directly on quotes, orders, and invoices.
• Every new item (Inventory -> Items -> New Item) requires an Item Category. Define categories at Admin -> Inventory -> Item Categories to keep your inventory organized.
• Manage unit names (like each, box, bag, feet) at Admin -> Billing -> Sales/Pricing Unit Name. Add or remove unit names to match how you sell and track items.
• Adjust system-wide settings in Admin -> Inventory -> General Setup. You can set:
  • A default location and price level
  • Inventory cost method (try Weighted Average)
  • Default GL accounts
  In most cases, turn on Use ITEM Sales Account (Not Customer) so invoices pull sales accounts from items instead of customers.
• To enter beginning balances, use Admin -> Inventory -> Item Beginning Balances. If you’re importing items from a CSV file, you can also set initial counts in Tools -> Import -> Import Inventory Items.

Tips