1. Import Your Items
You should start by getting your items added to the system - your Implementation Coordinator can help you here! This process typically starts by looking at your existing inventory spreadsheets, or order guides from your vendors, and importing this for you into Craftable. If you have other integrations (e.g. POS, accounting, etc.), they will be completed as part of your implementation as well.
2. Get Trained
We recommend everyone who uses the platform watches the Craftable Intro Training, or attends a training session.
Craftable Introduction Training Videos
Book in for Part 1 and Part 2 of our Intro Training Webinar
You’re also welcome to use the articles in this knowledge base to refresh your memory or self-train. Our support team is also happy to help – just reach out using the chat icon below, the ? icon on any screen in Craftable, or give us a call at (844) 367-7700. To check out our Training offerings, click here.
3. Take Starting Inventory
Read the article: Taking Your First Audit
We recommend to start using Craftable by picking a specific go-live date, and taking your starting inventory on that date. This tells the platform exactly how much you have on hand that day to give an accurate starting point.
4. Receive Invoices
Start processing all of your invoices through the platform. This tells Craftable what you’re buying so it can be added to your running theoretical inventory, and it also updates pricing within the platform. You should always reconcile and approve all your invoices! For information on different methods of processing invoices, see the section titled Invoices, which includes instructions on how to create and reconcile invoices manually, or if your subscription includes the add-on, how to process invoices electronically.
Premium & Pro Accounts
Your Premium or Pro account may be eligible for POS and accounting integrations.
Point of Sale Integrations
Read the articles:
Watch the video: Books Training video
Reach out to our training team at firstname.lastname@example.org for any further assistance.