Once you are selling, spend a little time each day on the stock side. By the end of the week your inventory numbers will be trustworthy and the alerts will start doing the work for you.
| Day | Do this | Where | Why it matters |
|---|---|---|---|
| Day 1 | Add your main suppliers with their contact and the products they supply. | Suppliers → Add Supplier | Receiving and reorder suggestions are per supplier. |
| Day 1–2 | Load your starting stock by receiving it as a shipment, with cost price and expiry date per line. | Suppliers → Receive Shipment | Stock, cost and expiry all come from receiving. This is what makes the numbers right. |
| Day 2 | Check the near-expiry list and set the alert window that fits your products. | Inventory → Near Expiry, Settings → Near Expiry | You see what to move before it expires. |
| Day 3 | Review the low-stock list and the out-of-stock count. | Inventory → Stock | The low-stock filter is what feeds reorder suggestions. |
| Day 4 | Run your first Session View and Product Sales report. | Reports | See what sold, when, and with what margin. |
| Day 5 | Create your first purchase order from the low-stock suggestions. | Purchase Orders → New Purchase Order → Suggest reorder from low stock | Reordering becomes a two-minute task. |
| Day 6–7 | Do a physical count of a few shelves and submit the variances. | Inventory → Physical Count | Catches mistakes early while they are small. |
| Any day | Set up a discount or combo for a slow product. | Promotions → New Promotion | Applies automatically at checkout. |
Step-by-step checklists: Receive a shipment and Physical count.