QUICK START GUIDE

Finale Inventory - Getting Started Check List

Follow this guide, step by step, to quickly get your account configured and customized for your business. To prevent most problems with on-boarding, proceed in order down the list. Click on the Video Links for How-To demonstrations on how to perform a task or function. All tutorial videos can be found on our Video Tour page.

1. Setup your Facility - Start Here
2. Create your Custom Fields - Optional Step - May be skipped and done at a later time
3. Create Product Categories - Optional Step - May be skipped and done at a later time
4. Create Pricing Fields - Optional Step - May be skipped and done at a later time
5. Add your Suppliers - Optional Step - May be skipped and done at a later time
6. Import & Create your Product IDs - * Must be done BEFORE importing Stock Levels
7. Create your Kits & Bundles - Optional Feature - Bill of Materials
8. Add your Customers - Optional Step - May be skipped and done at a later time.
9. Import your Product Lookups/Scan Keys - Optional Feature - Ecommerce and Barcoding
10. Establish your Stock Levels - * May ONLY be done AFTER you create your Product IDs in a separate import
11. Create Purchase Orders - Increasing Stock Levels by receiving shipments from your Suppliers
12. Create Sales Orders - Decreasing Stock Levels when you ship Orders to your Customers
13. Stock Level Maintenance - Day-to-Day Operations
14. Stock Auditing - Find out the who and the how and why of your Stock Levels
15. Reporting - Analysis and Decision Making
16. Barcoding - Optional Features
17. Integrations - Optional Features


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