Getting started with inventory and billing

Step 1

Prepare a small, clean product catalog

Start with a representative group of products instead of importing every historical record at once. Give each item a stable SKU and clear unit of measure. Keep cost and selling price separate so reports can distinguish revenue from product cost.

• Choose a unique SKU for each product or variant.
• Record names, units, costs and selling prices.
• Remove duplicate items and discontinued records you do not need.

Step 2

Establish opening quantities and locations

Choose an opening date and count the stock held at each location. Record that baseline before processing later sales, receipts or transfers. A clear cut-off prevents the same purchase from appearing in both opening stock and a new receipt.

• List the storage locations you need.
• Count quantities using the catalog units.
• Document the opening date and resolve unexplained differences.

Step 3

Check a complete purchase-to-payment cycle

Use a small real transaction to verify the workflow. Check a supplier receipt, a customer invoice and its payment against your records. Confirm the available actions in your account rather than assuming a menu name or integration.

• Match received goods to a supplier order.
• Prepare a customer invoice and check its quantities and totals.
• Record payment and reconcile the remaining balance.

Frequently asked questions