Before adding products to your inventory, we recommend setting up at least one warehouse location to organize your stock effectively.
- Tap the Warehouses button on the main screen
- Tap the red plus (+) icon at the bottom right
- Enter a Warehouse name (this is the only required field)
- Toggle "Set as default warehouse" to enable it
- Tap Save Changes
Why Create a Warehouse First?
Warehouses help you organize inventory by location, making it easier to track stock across different areas of your business, whether that's physical locations, storage areas, or departments.
Now that you have a warehouse set up, let's create your first product.
- Tap the Products button on the main screen
- Tap the red plus (+) icon at the bottom right
- Fill in the essential product information:
- Product Name: Required - what you call this item
- UPC/EAN: Required - barcode or unique identifier
- Purchase Price & Selling Price: Optional but recommended
- Add your initial Stock on Hand by selecting your warehouse and entering the quantity
- Tap Save Changes to create your product
Quick Tip:
If you have multiple warehouses, tap the + icon in the Stock on Hand section to add inventory across different locations for the same product.
While creating your product, you'll see several optional fields that can help organize your inventory:
- Category: Group similar products together
- Suppliers: Track who you buy this product from
- Critical Stock Level: Get alerts when inventory runs low
- Product for sale/Product to buy: Control what appears in sales and purchase orders
On the Desktop Edition, you can save your changes quickly using keyboard shortcuts: Ctrl+S (Windows) or Cmd+S (macOS).
Learn More:
This guide covers the basics to get you started. For detailed information about advanced features like serial numbers, batch tracking, custom fields, and more, check out the User Manual section.
What's Next?
Now that you have products in your inventory, the next section will show you how to add stock and manage inventory transactions.
