Getting started
A 15-minute path from new account to numbers you can hand your accountant.
What this app does
Track inventory the way operators actually use it: scan boxes at receiving, sync orders from Shopify, hand over a clean COGS report at month close. The same numbers from receiving to your bookkeeper's report — no spreadsheets, no drift.
The 15-minute path
1. Add a location. Open Locations in the sidebar. Add at least one physical location (e.g. "Main warehouse"). Other types: In-transit (goods on the water), Amazon FBA (Amazon-held stock), Damaged (the quarantine pile).
2. Add a supplier. Open Suppliers. Each supplier has default payment and shipping terms that pre-fill on POs.
3. Add your first product. Open Products → New product. SKU + name are the minimum. If you set a reorder point, the dashboard will flag the SKU as low stock when on-hand drops below it.
4. Create a purchase order. Open Purchase Orders → New PO. Pick the supplier, add a line for the product, set quantity and unit cost. Freight and duties get allocated pro-rata across line items as you type.
5. Receive the PO. When stock arrives, open the PO and click Receive. Pick the destination location, confirm quantities. Receiving creates boxes (one per pre-set unit count) — print labels, scan them, your warehouse team is in business.
6. Import sales. Each week (or after each Shopify order batch), use the Shopify import wizard at /integrations/shopify. Box scans deplete inventory; orders are matched against your SKUs.
7. Close the month. First business day of the new month: run Reports → Ending inventory, Reports → Monthly COGS, and Reports → Write-offs. Send the totals to your bookkeeper.
What's next
- Read Products & SKUs for naming conventions, bundles, and Shopify links
- Read Purchase orders for freight allocation and the receive flow
- Read Receiving & box scanning for the warehouse-floor loop
- Read Reports & monthly close for the bookkeeper hand-off