Set up your workspace

The five-step wizard that gets you from an empty account to a working store.

The first time you sign in, PRODUCT_NAME walks you through Set Up Your Inventory Workspace — five steps. You can leave part-way through and come back: your progress is saved, and you resume where you stopped.

1. Name your business organization

   The business is your company — the top level that everything else belongs to. You give it a Business / Company Name and a URL Handle (Slug). EIN, address, phone, timezone and currency can be filled in later in Business Settings.

2. Add your primary store location

   A store is one physical site. Give it a Primary Store Name (it suggests “Main Store”) and a Store Code (it suggests STR-001). The code must be unique within your business, and it is how the store is identified everywhere else.

   Choose Create Workspace and your business and first store exist. Running more than one site? Add the rest later — see Businesses and stores.

3. Add your suppliers

   The distributors and vendors you buy from. A supplier record holds contact details, payment terms (for example “Net 30”) and a tax ID.

   This step matters more than it looks: once a supplier exists, scanned invoices can be matched to it automatically, and PRODUCT_NAME starts remembering which of their item numbers map to your products.

4. Set up categories

   Categories group your products — and they carry a default margin that products inherit. Getting a sensible margin on each category now is what lets PRODUCT_NAME suggest shelf prices for you later.

   Categories can be nested (for example Beverages → Energy Drinks).

5. Add your products

   Your catalog, with prices and barcodes. This is the biggest step — the spreadsheet import is usually the fastest route.

Three ways to fill in each step

Steps 3, 4 and 5 each offer the same three routes, and you can mix them:

Import from a spreadsheet

Download the sample CSV, fill in your data, upload it. Best for getting everything in at once.

Scan a document

Products only — read a supplier product sheet. See Add products by scanning.

Enter manually

Type them in. Fine for a handful of suppliers or categories.

Each step shows a live count of what already exists, and there is a Skip the rest — I’ll do this later link in the footer if you would rather get to the app. Nothing is lost: every step is reachable from the menu afterwards.

What happens next

When the wizard finishes you land on the Dashboard. Nothing is in stock yet — stock arrives when you record a purchase and check the delivery in.

A practical first week looks like this:

1. Get the catalog roughly right

   You do not need every product on day one. Add what sells.

2. Scan your next supplier invoice

   Scan a purchase invoice — this is where the catalog fills itself in, because unmatched lines can be created as products while you review.

3. Count the delivery in

   Check In Deliveries puts real stock on hand.

4. Set reorder points

   Once you know what you carry, set a reorder point per product so Stock Alerts start working for you.