Quick start guide

By following these steps, new users will establish a solid foundation in SOS Inventory, enabling efficient management of inventory and related operations.

You can find detailed information on the list below within these resources:

• Videos
• Help Center
• Register for recommended live training! Everything below is covered in our free introductory classes:
  • 1000 - Starting SOS Inventory and Key Settings
  • 1001 - New Customer Orientation
  • 1003 - Item Creation and Management

1. Integrate with QuickBooks Online (Recommended first step if integrating with QuickBooks Online).
   • Connect the applications. If you're a QuickBooks Online user, integrate it with SOS Inventory by clicking on the Settings menu (gear icon) and choosing QuickBooks Setup. Select Connect to QuickBooks, then sign in to QuickBooks Online and select Authorize. Your QuickBooks data will synchronize to SOS Inventory behind the scenes.
   • Wait for the synchronization to be completed. You must wait until the synchronization is completed before enabling any automation in SOS Inventory. (We will notify you by email when the synchronization is finished.)
   • Contact Support if you have inventory tracking enabled in QuickBooks Online. If you have inventory or bundle items in QuickBooks Online, email our Support team, as some data maintenance may be required.
      
2. Configure settings. Settings are housed in two main areas: the Company menu and the Settings menu.
   • Company Settings. Click on the Company menu (your company’s name) and choose Company Settings.
   • System settings. On the Settings menu (gear icon), select and configure each of the following system settings:
     • Inventory Settings
     • Sales Settings
     • Purchasing Settings
        
3. Other settings. Select and configure additional settings under the Company and Settings menus that apply to your organization. Examples include Locations, Shipping Methods, ShipStation Setup, Cart Connections (i.e., BigCommerce, PayPal, Shopify shopping carts), etc.
    
4. Define SOS Inventory items and establish beginning inventory levels.
   Note: All items that synchronize into SOS Inventory from QuickBooks Online will initially be created as the item type Inventory in SOS Inventory. You may need to edit your items to the correct item type (Assembly, Kit, Expense, etc.).
   • If used, set up categories in SOS Inventory as required. Please note that the Track Classes setting with the option One to each row in transaction must be enabled in your QuickBooks Online settings to sync categories with SOS Inventory.
   • If you use assemblies, set up assemblies and bills of materials (BOMs). This process can also be performed using a BOM bulk edit.
   • Edit items individually or in bulk.
      
5. Set up any additional vendors, customers, and items that are not yet in QuickBooks Online.
   Vendors, customers, and items added in SOS Inventory will synchronize and create the same in QuickBooks Online. You do not need to add the same data in both applications.
   • Edit customers individually or in bulk.
   • Edit vendors individually or in bulk.
   • Edit items individually or in bulk.
      
6. Define your workflows.
   • Purchase workflow
   • Sales workflow
   • Manufacturing workflows
     • Assemblies
     • Process transactions
     • Contract manufacturing
        
7. Don’t forget to subscribe!
   Click on the Company menu and select Account Info to convert your trial into a paid subscription by entering a credit card. Also, ensure that you have selected your desired subscription plan.

Remember, this is just a Quick Start! We have plenty of resources to get you integrated with and operating SOS Inventory successfully. Explore our Help Center, watch video tutorials, and register for live training classes. If you need assistance, our dedicated Support team is ready to help at support@sosinventory.com. If you’re on a Pro or Plus plan, you can access phone support at 817-422-5909 Monday-Friday, 9 a.m. – 6 p.m. Central time.