Video Tour

Video Tutorials

Welcome to the Video Tour

We’ve put together a series of instructional videos showing the Finale Inventory software in use.  These aren’t glossy marketing videos.  These are hands on, step-by-step instructional videos showing exactly how the software works.

If you’re new to Finale Inventory, we recommend starting at the beginning and watching the entire series.  You can also scroll through the list and find the topic that suits your needs.

You can also visit the Quick Start Guide for a step-by-step checklist to help with getting started or visit the Help Center to find answers to frequently asked questions.

Jump to section:

Finale Inventory Basics

  1. Importing products from spreadsheets
  2. Importing products from integrations
  3. How to change the product ID of a specific product
  4. Bulk importing product ID changes
  5. Categories – creating and using categories
  6. Creating locations and sublocations
  7. Creating custom fields
  8. Importing product thumbnails
  9. Bulk importing sublocations
  10. Bulk importing initial stock levels
  11. Bulk importing product average cost changes
  12. Activating and deactivating product IDs
  13. How to create a Product Lookup
  14. How to remove or unmap a Product Lookup
  15. Setting pricing formula for your products
  16. Adding a company logo to documents
  17. Setting up user permissions
  18. Analytics Dashboard overview
  19. Changing Document Colors

Inventory Operations

  1. Conducting stock take
  2. Conducting stock change
  3. Conducting stock transfer
  4. Bulk importing initial stock levels with multi-location, serial numbers, or lot IDs
  5. Keeping track of serial numbers
  6. Case packing
  7. Creating ecommerce kits and bundles
  8. Creating assembly or manufacturing build
  9. Bulk importing builds
  10. Using Finale for asset tracking
  11. Stock auditing

Purchase Orders

  1. Creating a new supplier
  2. Importing a list of suppliers
  3. Creating purchase orders
  4. Adding taxes, discounts, or fees to purchase orders
  5. Importing multiple purchase orders
  6. Importing items into a single purchase order
  7. Receiving shipments against a purchase order
  8. Receiving partial shipments
  9. Receiving Shipments by importing purchase order shipment
  10. Adding supplier bills to your purchase order
  11. Autopopulating custom fields for purchase orders
  12. Tracking landed costs of products
  13. Average costing calculations
  14. How to set mix-max reorder point formula to automate reordering
  15. Automated email re-order notifications
  16. Create Purchase Order Using Reorder Feature
  17. How to create viewing presets for the purchase list screen
  18. Customize Actions menu example:  Adding a barcode of the Order ID to a printed purchase order
  19. How to quickly create a dropship order directly from a sales order

Sales Orders and Fulfillment

  1. Creating a new customer
  2. Importing a list of customers
  3. Assigning different price tiers for various customer segments
  4. Creating a sales order
  5. Importing order items into a sales order
  6. Adding taxes, discounts, or fees to sales order
  7. Autopopulating custom fields for sales orders
  8. Importing sales orders
  9. Creating a sale shipment
  10. Picking split shipments
  11. Shipping Shipments by importing a sales order shipment from Excel
  12. Boxing and packing before shipping
  13. Invoicing
  14. Returns management
  15. Creating a quote
  16. Printing a Bill of Lading
  17. How to print Pull Sheets
  18. Adding a company logo to printed sales order
  19. How to create viewing presets for the sales list screen

QuickBooks Online

  1. QuickBooks – QB accounting integration overview
  2. QuickBooks – Recognize Product Kitting and Bundling Costs
  3. QuickBooks – Filter Revenue by Sales Source to Quickbooks Online
  4. QuickBooks – Syncing Inventory Valuation
  5. QuickBooks – Syncing COGS
  6. QuickBooks – Syncing Sales Revenue 
  7. QuickBooks – Syncing Purchase Order Bills
  8. QuickBooks – Consolidations and QuickBooks Online

Integrations

  1. ShipStation integration Overview
  2. Syncing Finale-originated orders to ShipStation
  3. Leveraging ShipStation Batch IDs or Tags for Barcode Scanner Fulfillment
  4. Mapping multiple alias SKUs to a single product id
  5. Updating stock levels to Amazon, eBay, and other marketplaces / shopping carts to prevent overselling
  6. Advanced eCommerce: Including supplier quantities when updating stock levels to marketplaces / shopping carts
  7. Handling eCommerce sales of kits or bundles
  8. Square POS overview 
  9. Automated scheduled email reports
  10. Automated scheduled FTP data export
  11. Automated scheduled Google Drive export

Labels and Documents

  1. Printing UPC, EAN, and Code128 Labels
  2. Printing QR Codes
  3. Changing the default color of the printed documents
  4. How to add a Document, Report, or Label to the Action Menu
  5. Custom reports and documents

Mobile Barcode Scanner Operations

Barcode Scanner Overview

  1. Barcoding – Mobile barcode scanning overview
  2. Barcoding – Mobile barcode hardware compatibility options
  3. Barcoding – Serial Numbers Overview (more info)

Order Picking

  1. Barcoding – Order Picking Options Overview
  2. Barcoding – Basic Picking (Picking a sales order one by one)
  3. Barcoding – Batch Picking – Wave Picking
  4. Barcoding – Batch Picking – Pick and Pack
  5. Barcoding – Batch Picking – Shipstation Batch IDs
  6. Barcoding – Batch Picking – Shipstation Tags
  7. Barcoding – Overview – Scan packed orders Feature
  8. Barcoding – Scan packed orders – One Sublocation Warehouse
  9. Barcoding – Scan packed orders – Many Sublocation Warehouse
  10. Barcoding – Scan packed orders – Stock items with lots /serial numbers

Purchase Order Receiving

  1. Barcoding – Receiving a shipment
  2. Barcoding – Receiving a shipment with serial numbers
  3. Barcoding – Receiving a shipment with lot ids
  4. Barcoding – Receiving shipments to different bins or locations
  5. Barcoding – Receiving multiple shipments against single purchase order
  6. Barcoding – Order by the case & receive into eaches
  7. Barcoding – Print barcode labels in advance of shipment

Stock Operations

  1. Barcoding – Transfer stock from one location to another
  2. Barcoding – Stock Take Feature – Overview
  3. Barcoding – Conduct Stock Takes – Cycle Counting
  4. Barcoding – Conduct Stock Takes – Audit “Write Zeros”
  5. Barcoding – Conducting Stock Change (Adding Stock to Inventory)
  6. Barcoding – Conducting Stock Change (Removing Stock From Inventory)
  7. Barcoding – Break apart case – changing Cases into Units

Advanced Barcode Operations

  1. Barcoding – Printing barcode labels
  2. Barcoding – Connecting scanner to Finale
  3. Barcoding – Connecting an electronic scale to barcode scanner
  4. Barcoding – Learn Barcodes – Associate UPC barcode to Finale product ID
  5. Barcoding – How to turn on the Quantity Box

Other

  1. 3PL Client Portal Overview