Getting Started
Quick start guide.
Add Inventory
To start managing your inventory with our plugin, you will naturally need to add your items to the system. To add a new inventory item, simply click Inventory on the main navigation menu, then click New Item, just like you would add a new post to your WordPress site.
You will be able to specify the item name, SKU, description, as well as default cost and price.
Add Purchase
Once you added some inventory data to the system, you can start managing it. Lets get some items purchased to replenish your stock.
Go to the Transactions menu, then click New Purchase.
You can specify the new purchase order reference number (it can be auto-generated for you), set the issue date, add the required inventory items for your purchase order, and specify the supplier if neccessary.
Regarding the state of your new purchase:
- Draft is a sort of an estimate, and purchases of this state won't increase the available stock levels.
- Issued means the purchase is finalized and your available stock levels will be incremented according to item quantities in this purchase.
Once you get active purchases, your newly received items will increase the available stock count. You will be able to make sales and earn some money!
Add Sale
Go to the Sales menu, then click New Sale.
You can specify the new sale reference number (it can be auto-generated for you), set the issue date, add the required inventory items for your sales order, and customer contact info if needed.
The system automatically adds the sales price you previously defined in the inventory part, and it also shows the avialable stock count so you always know what you can sell.
The state of sales is similar to that of purchases:
- Draft is a sort of an estimate, and sales of this state won't decrease the available stock levels.
- Issued means the sale is finalized and your available stock levels will be decremented according to item quantities in this sale.
Once you have active sales, your inventory stock count will be decreased by the number of the sold items. Make sure you replenish your stock to keep your customers happy!
Settings
Our plugin provides a variety of configuration options. Go to Settings to fine tune your system. You can define your currency, price view formatting, data and time format options, defined automatic generation options for reference numbers for sales, purchases, and more.