Get Started with Inventory

Welcome to the Sevenledger Inventory. Setting up your inventory correctly is the most critical step in ensuring accurate financial reporting and smooth operations.

This guide allows you to “Go Live” with your inventory in three logical stages. Follow the steps below to build your foundation.

Three Step Guide

We recommend completing these steps in order. You cannot effectively track items until your warehouses and units are defined.

Infrastructure Setup

Before adding products, you must define the “rules” of your inventory.

Configure Warehouses: Define your physical locations (e.g., Main Store, Warehouse A).
Define Units of Measure: Set up how you buy and sell (e.g., Pcs, Box, kg).
Create Categories: Organize your reporting hierarchy.

→ Go to Configurations Guide

Build Your Catalog

Once the infrastructure is ready, you can populate your database.

Create Items: Add products manually or import them.
Set Pricing: Define your cost and selling prices.
Configure Variants: Add attributes like size or color if needed.

→ Learn how to Add Items

Initialize Stock

With your items created, the final step is to tell the system what you currently have on hand.

Opening Stock: Record your starting quantities.
Initial Transfers: Move stock to the correct warehouses.

→ Guide to Stock & Transfers

What you will need

To speed up your setup process, gather the following information before you begin:

List of Physical Locations: Addresses for all stores and warehouses.
Product List (CSV): If you have a large inventory, prepare a spreadsheet with SKU, Name, Cost Price, and Selling Price.
Current Stock Count: The results of your most recent physical stocktaking.