- 01
Create warehouses
Create each physical stock location that must be tracked separately.
- 02
Create products and services
Enter item code, description, unit, sales/purchase information and tax treatment.
- 03
Confirm stock behavior
For inventory items, verify stock tracking and warehouse requirements. Keep service/non-stock items separate where appropriate.
- 04
Review before opening stock
Correct item codes and units before entering opening quantities because changing them later can make audit history harder to understand.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.