Set up inventory

Set up the accounts, costing method, products, operating locations, approval rules, and shipping records required for the inventory that your company tracks. Completing the applicable setup lets QuickStart receive, cost, count, allocate, fulfill, and report on stocked products at their locations.

  1. Configure the default accounts used by inventory transactions. Include a write-off account if your company receives customer returns without restocking them. See Get started with default accounts.
  2. Open Menu > Products and services > Settings > Item preferences, select the default Inventory costing method for new inventory items, and select Apply.
  3. Create product items and enable inventory tracking for each item that you stock. See Create a product item.
  4. For an item that uses the Standard costing method, create an initial inventory cost revaluation before relying on its inventory value. See Create inventory cost revaluations.
  5. If inventory counts require approval, configure automatic approval limits, approver limits, or universal approvers. See Assign inventory count approvers and approval limits.
  6. If your company ships items, configure carriers, carrier accounts, service levels, shipping methods, and package types. See Get started with shipping.

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