In this section of our Getting Started guides, we look at how to create and structure the inventory in your Cloud POS group so that it works best for the products that you stock and sell.

Topics covered include setting up your departments and categories, adding details for the suppliers from whom you obtain stock, and the different options available in terms of creating items within your database.

Some of the steps we focus upon, such as creating items, are tasks that you'll naturally need to do on a repeated basis, as your product range changes over time.

Understanding the best practice from the outset will help to make this process more straightforward.

Departments & Categories

Create the structure in which you'll classify the items in your database:

• Setting Up Your Department and Category Structure
• Using the Department & Category Import Tool

Suppliers

Add details for the businesses who supply your stock:

• Adding New Suppliers
• Using the Supplier Import Tool

Brands

Set up the brands that you stock:

• Adding New Brands

Seasons

Add season information to help you identify current and ageing stock:

• Adding New Seasons

Importing Items via the Supplier Integration Module (SIM)

Exploring the different options available to create items in your database using SIM, ranked in our recommended order:

• Using SIM to Add Items to the Cloud POS database
• SIM Item Import using Purchase Orders
• Using the SIM Item Import Tool

Creating Items

Guidance on how to create items from existing data you may already have:

• Using the Item Import Tool

Creating Items Manually

Step-by-step guidance on how to manually create different types of items from scratch:

• Creating a Standard Item
• Best Practice for creating Matrix Items
• Creating a Matrix Item
• Creating an Assembly Item

Adding Stock Levels

Once you've created items in your database, you'll need to add the levels of stock you hold for each item:

•  Creating and Completing a Stock Take