Inventory Management requirements

In order to setup the inventory management system, there are certain minimum requirements required.

1. Company information
2. Company logo in .png or .jpg
3. User list
4. Customer list
5. Supplier list
6. Inventory list
7. Opening stock quantities

All information to be supplied in an Excel sheet with information headers in columns, data information in rows

Company Information

Information	Information Required
Company Name
Legal Name
VAT / GST Number
Company Number
Company Address
Company Postal Address
Company telephone Number
Company Email address
Financial Year End

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Company Logo

Company logo in .png or .jpg format

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User List

List of users in the system

Information	Information Required
First Name
Surname
Email Address
Contact Number
User rights	Main system access or Mobile access or both

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Customer List

List of customers

Information	Information Required
Customer Name
Customer Code
Customer Telephone Number
Customer Address 1
Customer Address 2
Customer Address 3
Customer Address 4
Customer Address Code
Contact First Name
Contact Last Name
Contact Email Address
Contact Mobile number

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Supplier List

List of suppliers

Information	Information Required
Supplier Name
Supplier Code
Supplier Telephone Number
Supplier Address 1
Supplier Address 2
Supplier Address 3
Supplier Address 4
Supplier Address Code
Contact First Name
Contact Last Name
Contact Email Address
Contact Mobile number

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Inventory List

List of inventory which consists of stock and service items.

Cost prices exclude VAT / GST

Information	Information Required
Item Name
Item Code
Item Cost
Item Sell
Supplier Linked
Group Name
Barcode

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Opening Stock Quantities

Take on stock quantities required

Best is via a stock take, however opening stock from existing system is accepted.

Information	Information Required
Item Code
Item Name
Quantity

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API Connection

API information required for

1. Xero
2. Shopify