ElliboHelp Centre

Get started with Inventory

Set up Inventory for your business and follow the setup guide from your first item to your first shipped order.

Ellibo Inventory keeps track of every item you buy, store and sell. It shares items, customers, vendors, invoices and bills with Ellibo Accounting, so your stock and your books always agree.

Set up Inventory

  1. Open Inventory from My Apps.
  2. Choose a business you already run on Ellibo and click Start Inventory, or create a new business. Only the business owner can start Inventory.

The setup guide

The Dashboard shows a setup guide until every step is done:

  1. Check your business details
  2. Check your warehouse: a main warehouse is ready. Rename it, or add more. See Warehouses and transfers.
  3. Add your items and opening stock
  4. Add your customers and vendors
  5. Order stock from a vendor
  6. Sell and ship your first order
  7. Invite your team
The Inventory setup guide

Below the guide, the Dashboard shows your sales activity (what to pack, ship and invoice), an inventory summary, and buttons for a new Sales order, Purchase order or Item.

Find your way around

MenuWhat's there
ItemsItems, item groups, price lists, adjustments, cycle counts, assemblies and reorder stock.
SalesCustomers, sales orders, picklists, packages, shipments, delivery challans, invoices, payments received, sales returns and credit notes.
PurchasesVendors, purchase orders, purchase receives, bills, landed costs, payments made, purchase returns and vendor credits.
Transfer OrdersMoving stock between warehouses (shown when you use more than one).
ReportsStock, sales, purchases and activity.
SettingsBusiness settings, users, import / export and integrations.

Some menu items appear only after you turn the feature on in Inventory settings.

Next steps

Still need help?Write to us and we'll walk you through it.
Contact support