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Quick Start Guide – Inventory

Time to Power up . . .

New to Vinsight?  Follow these simple steps to start growing your business with our great App.

There are many ways that you could configure your data and set up Vinsight.  However, the steps below encompass our best advice for getting going quickly and efficiently.  You’ll have plenty of opportunity to enter your day to day data in Vinsight going forward.  However we recommend that you make use of our spreadsheet importers and helpful example templates whenever you can, in order to get your current data into the App in the quickest and most consistent way.

Company Settings

First input your Company Settings as follows:

  • Set up Company Name, Address & Logo
  • Customize Invoice footers.
  • Culture Settings – Set Default Language to ensure correct format for currency, dates and times.
  • For more detailed instructions see Company Settings Help Page

This will ensure that the Reports, Invoices and Orders you will create in the App are formatted correctly and properly reflect your company details.

As you go forward you can add contacts individually within the App.  However, when first starting to use the App, you are likely to have multiple contacts to add and it is far quicker and easier to put the necessary information into a spreadsheet and import it in bulk.

Contacts

Next import any contacts that you buy products from or sell products to:

  • Go to ‘Contacts‘.
  • Click ‘Import’ button then click the ‘CSV’ option.
  • Click the Download template button to download a Contacts Import spreadsheet.
  • Input or copy your Contact information into this spreadsheet.
  • Upload the Spreadsheet into Vinsight at the same page you downloaded it.
  • (For detailed instructions see How to Import Data.)
  • See Contacts Help Page for more details

Stock Items

All inventory you wish to track in the App is referred to as Stock Items. It encompasses all product components, packaging and finished items.  Set different attributes to identify whether you can sell or purchase the item, its tax liabilities and whether you want to track its inventory levels.

  • Go to Stock Items in the ‘Count’ area.
  • Click ‘Import’ button then click the ‘CSV’ option.
  • Click the Download template button to download a Stock Items Import spreadsheet.
  • Input or copy your Stock Item information into this spreadsheet.
  • Upload the Spreadsheet into Vinsight at the same page you downloaded it.
  • For more information regarding details required see Stock Items Help Page

Once your basic information has been entered, you can start selling your products!

Keep codes logical and concise and use the ‘Description’ field for expanded versions of the codes.  Consider having for a format for your codes that makes it easy to search for similar products.

If you only have one stock location, put your opening balance into the Stock Items Import spreadsheet.  If you have multiple locations, leave the units in stock column empty in your Stock Items spreadsheet and use the Stock Take function (see later) to adjust the levels at different locations.

You may need to record several different prices for the same product (Stock Item).  For example: purchase price, sale price for single unit, sale price for multiple units, sale price for staff,  sale price (and sales tax rate) for export sales, sale price (and sales tax rate) for domestic sales etc.

Prices

If you only have a couple of prices for each product, it is sufficient to enter this detail in the Stock Items spreadsheet (See previous step).  However if you have a more complex pricing system, i.e. you need to enter several different prices (and/ or sales tax rates) for the same product, it is easier to do this here.

  • Go to Prices in the Settings > Buy and Sell area.
  • Click ‘Import’ button then click the ‘CSV’ option.
  • Click the Download template button to download a Prices Import spreadsheet.
  • Input or copy your Price information into this spreadsheet.
  • Upload the Spreadsheet into Vinsight at the same page you downloaded it.
  • For more information see Bulk Editing – Prices

Stock Take

This is where you make more complex adjustments to your opening balances or ongoing end of period stock levels.

  • Go to ‘Stock Items‘ in the ‘Count’ area.
  • Scroll to the end of the page and Click ‘Stock Take’.
  • Download a ‘Stock Take Spreadsheet’.
  • Enter correct units in stock into the spreadsheet.
  • Upload into Vinsight.
  • Select account (e.g. losses, breakages) for stock difference.
  • For Detailed Instructions see Stock Take Help Page.

If you only have one stock location you could put your opening balance into the Stock Items Import spreadsheet.  If you have multiple locations, leave the units in stock column empty in your Stock Items spreadsheet and use the Stock Take function to adjust the levels at different locations.

Any problems?  Search further help topics in Table of Contents below.  Alternatively our Help Pages can be accessed by clicking the ‘?‘ at the top of the menu or going to the Settings > Help area.

Start Selling / Ordering. . .