Add your products and inventory
Set up your catalog if you sell or track products. Skip this if you don’t.
Set up in this order
- Product categories — open Settings → Product Categories and add your categories. Required before you can create products.
- Stock locations — open Settings → Stock Locations. A “Main Warehouse” already exists; add more if needed.
- Products — open Settings → Products and add your catalog. Each product needs a category. Note that creating a product does not add stock; quantities start at zero.
- Opening stock — set starting quantities under Inventory → Stock Adjustments (type “initial”), or by receiving a purchase order.
- Suppliers — open Suppliers. Not pre-set; add them manually before raising purchase orders.
- Purchase orders — open Purchase Orders. These need a supplier, a stock location, and tracked products. The flow is draft → approve → receive (receiving adds stock).
Optional: bin-level locations
Warehouse Locations (Settings → Warehouse Locations) are only needed for shelf- or bin-level picking. A bulk-create tool makes setup fast.