1
Run the warehouse wizard
Open Config → Settings & Locations → Warehouse Setup Wizard to create the warehouse, locations and shelves in one pass.
2
Create the products
Open Products → Product Catalog → All Products and add each product with unit of measure, category and valuation method.
3
Receive stock
Open Operations → Transactions → Stock Receipts, choose New, pick the warehouse and add the products and quantities. Confirm to put the stock on hand.
4
Check the result
Open Reports → Inventory Reports → Stock Levels and Stock Valuation to see quantity and value by location.

Tip: Turn on batch or serial tracking on a product before the first receipt so every unit is traceable from day one.

12 min

Run a stock take, review variances and post the adjustments.

1
Start a count
Open Operations → Audit & Count → Stock Take / Inventory Audit and create a count for the warehouse or location.
2
Count on a phone
Use the mobile count page to scan or enter quantities shelf by shelf. Counts save as you go.
3
Review the variances
The count shows expected versus counted quantity and the value of each difference.
4
Post
Posting creates the stock adjustment and the matching accounting entry. Open Reports → Stock Take Reports for the history.

6 min

Transfer goods and keep both locations accurate.

1
Create the transfer
Open Operations → Transactions → Stock Transfers and choose New. Pick the source, destination and products.
2
Confirm
Confirming moves the stock out of the source and records it in transit.
3
Receive
The destination confirms what arrived. Differences stay visible for follow-up.
4
Verify
Open Reports → Inventory Reports → Stock Ledger to see both movements.

7 min

Receive by batch, sell first-expiring stock and get warned before it expires.

1
Enable batch tracking
Open the product under Products → Product Catalog and switch on batch or serial tracking.
2
Receive with batch numbers
On a Stock Receipt, enter the batch and expiry for each line.
3
Watch expiry
Open Reports → Inventory Reports → Expiring Batches to act before stock is wasted.

5 min

See what you hold, where it is and what it is worth.

1
Check levels
Open Reports → Stock Levels for quantity by product and location.
2
Check value
Open Stock Valuation. Value follows each product’s valuation method and agrees with the Accounting ledger.
3
Trace a number
Open Stock Ledger and filter by product to see every movement behind the balance.