Rackbeat allows you to customize your agreement, so it is adapted to your company’s needs. Follow our guide below to get off to a good start!
We bet that you are eager to add your products, suppliers and customers to the system, so you can get started using Rackbeat - but before you get to that, we recommend that you sort out some basic settings and information. The basics are used as the foundation when you create products and customers and your first orders and purchases. In the following 5 simple steps, we will help lay the foundation.
Step 1 | Company settings
Begin with your company settings.
Tip: Under "General settings" --> "Standards" you have the option of marking "Suggest new number" for products, customers and suppliers. In this way, Rackbeat will automatically create unique numbers for your products, customers and supplier as they are created.
Step 2 | Creating basic information used for your inventory
- Create the units that are relevant for your products (e.g. "pcs.", "kg./lbs" "liter", etc.).
See how to create units here.
- Create the product groups that are relevant for your products.
See how to create product groups here.
It is also possible to import your product groups if you want to avoid manually creating them. See how to import product groups here.
- Create locations and if needed sub-locations, that your products should be connected to.
See how you create locations here.
It is also possible to import your locations if you want to avoid manually creating them.
See how to import locations here.
Tip: If your company is set up in a manner, where you move inventory from one location to another (warehouse and/or store) and, where the inventory is in transit over a longer period of time - we recommend to create one or several "transport" location (e.g. Shipping, Aircargo or Railway Transport). In this way, you can continually track the location of your inventory, from when they leave the warehouse/store until they reach their final destination.
Step 3 | Creating basic information used when purchasing
Create the supplier groups relevant to purchase of your products.
See how to create supplier groups here.
Step 4 | Creating basic information used for your sales
Create the customer groups relevant to your company and customers.
See how to create customer groups here.
Great! You have established the basic foundation of your Rackbeat agreement, and you are all set to create your products, suppliers and customers. You can create your products, suppliers and customers manually, or simply import them. Learn how in the following.
Tip: We recommend that you create your suppliers before your products, since you can choose to connect a primary supplier to your products.
Final step | Products, suppliers and customers
Create your suppliers
Create your products
Create your customers
That is it! Your Rackbeat agreement is all set and you are ready to make your first order, purchase, invoice and dive into all the other features in Rackbeat.