As you begin using your Boxstorm account for your business inventory, we recommend the following order to facilitate account and inventory setup:

1. UOM: This is where you determine in what measure your items are sold (i.e. pounds, feet, boxes, etc.) If you have no preference, the default setting is each.
2. ITEMS: You may either enter your inventory manually by selecting the new button in the items module, or you may use the *.csv template found in the triple dot menu option at the top and import your entire inventory.
3. ITEM TAGS: Allows for assigning a tag (category) that may be used in item searches and reports.
4. SETTINGS: Establish who you are as a company, upload your logo and name as well as other user settings found in this area.
5. USERS: Here you can establish permissions for your users determining locations and access rights.
6. BILLING: Make sure to fill-in your account and payment information for your subscription. You can also upgrade to the additional features found in our Premium and Ultimate subscription accounts.
7. LOCATIONS: You can either use our default location descriptions or add more locations to fit your business needs.
8. INTEGRATIONS: You can establish a default location for all sales and re-orders. Once you have completed your initial Boxstorm account setup, if you have a QBO account, we recommend you sync your Boxstorm/QBO integration at this time.
9. CUSTOMERS: Stores a list of customers. Additionally customers may be added manually or by import via a CSV file.
10. SALES ORDERS: Tracks items sold to customers.
11. PAYMENTS: Able to make and take payments in this module. Can be integrated with a Stripe payment account.
12. PURCHASE ORDERS: Able to make and take payments in this module. Can be integrated with a Stripe payment account.
13. VENDORS: Stores a list of vendors. Additionally vendors may be added manually or by import via a CSV file.
14. PURCHASE REPORTS: Provides reports of sales orders; fulfillment, history and summary.
15. TAXES: Accessible to admin users and stores a list of sales tax rates.
16. PERMISSIONS: The Permissions Module allows administration to create and assign users to specific Groups.
17. SALES REPRESENTATIVES: Stores a list of sales representatives which may be customized to show either the Sales Reps’ name or initials. Additionally a default sales rep can be assigned to customers.

Congratulations! There is no reason to rely on spreadsheets or any other manual process to manage and track your inventory. Boxstorm Inventory Management makes automated inventory management a reality. Now you can manage your inventory like never before.