Select Page
Home 5 Videos

Finale Training Videos

Learn Finale Inventory Step by Step with Guided Video Walkthroughs

Watch from the video tour library to learn about how Finale works, best inventory practices, ecommerce workflows, barcode scanning, warehouse organization, and much more.

Request a Demo
See Pricing

Finale Inventory Basics

In this section, you’ll learn how to set up your inventory, import products, create locations, manage product IDs, and configure settings to get started with Finale Inventory.

  1. Import products from spreadsheet

  2. Importing Products From Integration

  3. Changing Or Updating The Product Id For An Item

  4. Creating Product Categories

  5. Inventory Management Multiple Locations & Sublocations

  6. Creating Custom Fields

  7. Importing Product Thumbnails

  8. Importing Sublocations

  9. Basic Stock Import

  10. Average Cost Changes for Inventory Products

  11. Activating And Deactivating Product Ids

  12. Creating Product Lookups

  13. Deleting Or Removing Product Lookups

  14. Setting a Pricing Formula for your Products

  15. Adding Company Logo

  16. Setting Up User Permissions

  17. Analytics Dashboard Overview

  18. Changing Document Colors

  19. Batch order picking leveraging Shipstation batch id or tags

Inventory Operations

See how to manage your inventory with tools for stock transfers, cycle counting, audits, manufacturing builds (BOM), and more.

  1. Physical Stock Take with Mobile Barcode Scanner

  2. Conducting A Stock Transfer

  3. Conducting A Stock Change

  4. Create a Build – Create Finished Products

  5. Creating A Kit

  6. Features Stock Auditing

  7. Importing Builds

  8. How to Keep Track of Stock Items that Have Serial Numbers

  9. Basic Stock Import

  10. Light Manufacturing and Assembly (BOM)

Mobile Barcode Scanner Operations Training Videos

Get a full walkthrough of Finale’s mobile barcode scanner operations including receiving, picking, stock adjustments, and transfers.

Advanced Barcode Operations

  1. Connecting Digital Scale To Barcode Scanner

  2. How To Learn Barcodes

  3. Installing Your Mobile Barcode Scanner

  4. Turn On The Quantity Box Of The Barcode Scanner

Barcode Scanner Overview

  1. Barcode Scanner Hardware

  2. Barcode Scanning Inventory Software

  3. Barcode Serial Numbers

Order Picking

  1. Case Packing

  2. Scan Packed Orders For Many Sublocations

  3. Scan Packed Orders For One Sublocation

  4. Scan Packed Orders or Rapid Order Packing with Scanner

  5. Scanning Lots or Serial Numbers

Purchase Order Receiving

  1. Barcoding Receiving Shipments To Different Bins

  2. Barcoding Receiving Shipments With Lot Ids

  3. Barcoding Receiving Shipments With Serial Numbers

  4. Print barcode labels for shipment

  5. Receiving Multiple Shipments To Single Purchase Order

Stock Operations

  1. Add Stock using the Barcode Scanner

  2. Basic Stock Import

  3. Break Apart Case On The Mobile Scanner

  4. Conducting Cycle Counting With A Scanner

  5. Physical Stock Take with Mobile Barcode Scanner

  6. Remove Stock using the Barcode Scanner

  7. Write Zeros

Purchase Orders Training Videos

Watch the videos on how to manage suppliers, create purchase orders, receive shipments, and track landed costs.

  1. Adding Supplier Bills to Purchase Orders

  2. Average Costing Calculations

  3. Features Landed Costs

  4. How to Create a Dropship Purchase Order From a Sales Order

  5. Importing Order Items Into A Purchase Order

  6. Importing Purchase Orders

  7. Purchase order split shipments

  8. Receiving Purchase Order Shipments

Reorder & Replenishment Training Videos

Learn how to automate inventory restocking using reorder points, replenishment tools, and automated notifications.

  1. Automated Email Reorder Notifications

  2. Create Purchase Order Using Reorder Feature

  3. In-Line Editing Tool on the Reordering and Replenishment Screens

  4. Order by the Case and Receive into Eaches

  5. Purchase Ordering

  6. Reorder and Replenishment Overview

  7. Reorders

Sales Orders & Fulfillment Training Videos

In this section, you’ll learn how to manage customers, create sales orders, handle shipments, invoicing, returns, and fulfillment workflows.

  1. Adding Taxes, Discounts, or Fees to Order

  2. Boxing And Packing

  3. Create a Quote – Convert Quote to Sales Order

  4. Create Price Tiers

  5. Creating New Supplier Or Customer

  6. Creating Viewing Presets For Purchase Order And Sales Screens

  7. How to Reserve Products

  8. Importing A List Of Suppliers Or Customers

  9. Importing Order Items into a Sales Order

  10. Importing Sales Orders

  11. Importing Shipments

  12. Invoicing Management Software – Shipping

  13. Printing A Pull Sheet

  14. Procurement Suite Bill Of Lading

  15. Sales Order

  16. Shipments And Pull Sheets

  17. Split Shipments

Integrations Training Videos

Learn how Finale’s integrations streamline operations with ecommerce platforms, marketplaces, POS systems, and shipping tools.

  1. Add Finale originated orders to ShipStation

  2. Automated Emails For Inventory Reports

  3. Ftp Data Export

  4. How to Include Supplier Quantities to Update Marketplaces

  5. Kitting Software

  6. Mapping Alias SKUs to a Single Product ID

  7. Scheduled Google Drive Export

  8. ShipStation Inventory Management

  9. Square Inventory Management

  10. Update Stock Levels To Market Places

Amazon FBA & AWD Training Videos

Learn how Finale supports Amazon FBA and AWD workflows including stock syncing, warehouse transfers, and inventory visibility.

  1. Amazon Warehousing and Distribution (Awd) Overview

  2. Fulfillment by Amazon (FBA) Overview

Labels & Documents Training Videos

Learn how to print UPC, EAN, Code128, and QR code labels, customize documents, and manage reporting.

  1. Changing the Default Color of Printed Documents

  2. Custom Reports

  3. Printing Barcode Labels: Custom UPC & SKU Barcode Labels

  4. Printing QR Code Labels for Inventory

QuickBooks Online Training Videos

See how Finale Inventory connects with QuickBooks Online to sync revenue, COGS, inventory valuation, and purchase order bills.

  1. Consolidations and QuickBooks Online

  2. Cost of Goods Sold and QuickBooks Online

  3. Filter Revenue by Sales Source to Quickbooks Online

  4. Inventory Valuation and QuickBooks Online

  5. Purchase Order Bills and QuickBooks Online

  6. QuickBooks Inventory Management

  7. Recognize Product Kitting and Bundling Costs

  8. Sales Revenue and QuickBooks Online

3rd Party Logistics (3PLs) Training Videos

In this section, see how Finale simplifies 3rd party logistics workflows and client portal management.

  1. 3PL Client Portal Overview

How long does it take to implement Finale?

Generally, it can be anywhere from 3-6 weeks, depending on your unique business. There are many factors to a fast and successful implementation, like having all your SKU information ready, having your supplier information ready, access to all your integrations, and more.

 

Do I setup Finale myself?

You will have a dedicated onboarding and implementation consultant. They will walk you through everything needed to get started. We want you to be successful and that all starts with setting up your account and workflows correctly.

 

How much does the barcode scanner cost?

We will first need to do a deep dive into your business, workflows, and operations. We will make a custom price for you depending on your needs.

This unlocks mobile barcode scanning, advanced picking methods,
lot ID/expiration/serialization scanning, barcode label printing, QR codes, and employee pick-efficiency reporting.

 

What if I need more help than these Finale Inventory training videos?

If you are new to Finale, sign up for a demo to get a personalized walkthrough.