How To Import Initial Stock Levels
In order to go live with Finale, each user will have to identify a starting point with accurate inventory levels. The typical workflow involves doing an end of day count after fulfillment has been completed, so you can enter those accurate inventory levels as your starting point for the next day as you adjust settings (pull sales and push stock) to go live.
Regardless, you want to ensure you have accurate inventory levels in your account prior to having sales import into Finale from your marketplaces and impact stock levels. Please note that you can have sales import into Finale without updating stock levels. However, in this article we are focused on going live with stock flowing through your account.
After performing an inventory count, the most common method for importing these initial stock levels is the stock take function. To do this in bulk, you will want to use a spreadsheet to record your inventory count.
Please see the stock take resource for more details.
If you are using the barcode scanner solution in your workflow, then you will want to count your inventory for each item at each self, or sublocation. This can be done with the scanner or spreadsheet, just be certain that you are counting each item at the correct sublocation.
One other note in this process is your costing. If you are interested in cost of goods and tracing your valuation as stock flows through your account, you will also want to ensure that you asssign an average cost to all your items. This average cost can be back-dated, so Finale recommends that you date the average cost change at least one day before entering your initial stock take, allowing the inventory to enter your account with the correct cost information.
Please see the average cost resource for more details.