So while we're setting up your install, here's a quick list of things you'd probably want to consider. The purpose is to help you get running on stockd as fast as possible. Let's start with the basics.

WHO IS INVOLVED
Setting up users

stockd allows unlimited users at no additional cost, so let's create an account for everyone involved.

  • Full name
  • Email*
  • Mobile phone number*
If you want us to create your accounts for you, send us the list. Otherwise, you will find user management in “other tools”.**

* Email and phone are important. They help the users get access to their accounts.
** You can add, deactivate or update users at will.
WAREHOUSE ORGANIZATION
Where do we keep our stock?

A huge component of efficiency in inventory is knowing where things are. This, in turn, requires a system of identifying all relevant areas of your warehouse/storage.

If you occupy multiple locations, you need to include that in your location names — “Building 2, Row 5”.

You may also want to consider transitory* and staff-linked** locations like “In transit to vendor”, “Returning to us via Fedex”, or “Sam Smith”.

* After all, you do want to know where everything is, as possible. Items in transit is an important condition to understand.
** If you are transferring stock to employees for use outside the warehouse.
WHO IS INVOLVED
Setting up users

stockd allows unlimited users at no additional cost, so let's create an account for everyone involved.

If you want us to create your accounts for you, send us the list. Otherwise, you will find user management in “other tools”.**

* Email and phone are important. They help the users get access to their accounts.
** You can add, deactivate or update users at will.

WAREHOUSE ORGANIZATION
Where do we keep our stock?

A huge component of efficiency in inventory is knowing where things are. This, in turn, requires a system of identifying all relevant areas of your warehouse/storage.

If you occupy multiple locations, you need to include that in your location names — “Building 2, Row 5”.

You may also want to consider transitory* and staff-linked** locations like “In transit to vendor”, “Returning to us via Fedex”, or “Sam Smith”.

* After all, you do want to know where everything is, as possible. Items in transit is an important condition to understand.
** If you are transferring stock to employees for use outside the warehouse.

If at all possible, you want to take advantage of our offer to import your inventory. This makes the startup process much faster. With that in mind, we now clarify what stockd will need.
item number
Every item in stockd will have two unique IDs — the human-readable ID you'll see on the QR-codes we generate for your items, and the internal reference ID the software uses to track the item.
If you have never ID'd your items till now, the rest of this section is irrelevant. We will just have to import them one at a time.
part number
Most items will have a manufacturer part number (also known as a SKU). We use this to help determine stock levels — “how many of these do I have in stock?”.
We all have some things we want to track that don't really have part numbers. No problem. Just make one up such as “SHIPPING CASE” or “NA”.
part name
Most items will also have a manufacturer part name.
stockd will use the most current version of the part name on all items with the same part number. When you change the name of an item with part number 123, you are changing the name of all items with part number 123. If this presents a conflict, get in touch with us for a solution.
location
As previously discussed, each item needs a location.
condition
All items need a specified condition. The options are defined by stockd as follows:

“good” conditions
  • tested, good condition
  • untested, good condition
  • restocked, assumed good
  • repaired, assumed good
  • in use by customer, to be returned
  • reserved for use
“bad” conditions
  • customer exchange item
  • needs evaluation
  • needs repairs
  • sent for repairs
  • repairs underway
  • in transit to warehouse
  • in transit to client
  • customer warranty claim item
  • part out only
  • to be discarded
  • cannot find it
  • item is defective
“gone” conditions
  • returned to customer (unacceptable)
  • returned to vendor
  • returned to customer (post-repair)
  • sent to customer (warranty replacement)
  • item was discarded
  • item was sold
serial number
OPTIONAL
descriptionnotes
OPTIONAL
We can also set up your customer accounts so you can go right to work. Remember though that stockd has a single-field that will add a new account on any quote you make, so this is very easy.
name
The customer account name.
account number
Every account should have a unique account number.
address*
OPTIONAL: unlimited text
contact*
OPTIONAL: unlimited text
notes
OPTIONAL: unlimited text
* stockd doesn't bother with parsing these blocks down to individual fields ( first name, last name, etc. ). These are free-form fields and you can format your information as you like.
We can work with data in spreadsheets or tab-delimited files. If you have questions about batch-importing to save you time on getting started, our contact information is below. Get in touch.
simplexable.is, llc
427 East 17th Street, Suite F, #264
Costa Mesa, CA 92627 USA
simplexable.is, llc
427 East 17th Street, Suite F, #264
Costa Mesa, CA 92627 USA
p: +1.949.870.9121
e: support@simplexable.com
w: simplexable.is

--- references upon request ---