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SQL Inventory Implementation Plan

SQL Inventory

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geniuskk
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5 views3 pages

SQL Inventory Implementation Plan

SQL Inventory

Uploaded by

geniuskk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Implementation Plan: SQL Finance Accounts - Inventory Module

Objective:

To set up and train a new user in using the SQL Inventory system for managing stock, purchases,

and sales, integrated with financial accounts.

Phase 1: Planning & Preparation

1. Initial Assessment

- Understand the user's current stock control process (manual, Excel, etc.)

- Identify number of outlets, item categories, and sales/purchase flow

- Confirm hardware readiness (PC, printer, barcode scanner, etc.)

2. Software Setup

- Install SQL Accounting software

- Register license and modules (ensure Inventory module is activated)

3. Create New Company Profile

- Use File > New Company

- Input basic company info (Name, Registration No., Address)

Phase 2: Master Data Setup

1. Chart of Accounts

- Use default or customize according to the business

- Ensure inventory-related accounts are in place

2. Inventory Item Master

- Go to Stock > Maintain Item


- Set up item codes, descriptions, UOM, cost and selling price, barcode if needed

3. Customer & Supplier Master

- Go to AR/AP > Maintain Customer / Maintain Supplier

- Input customer and supplier details

Phase 3: Opening Balances

1. Inventory Opening

- Stock > Stock Opening Balance: Enter initial stock quantity and cost

2. Customer/Supplier Balances

- AR/AP > Debtor/Creditor Opening: Key in outstanding balances

Phase 4: Daily Operations Workflow Training

1. Purchase Flow: Purchase Order > GRN > Purchase Invoice

2. Sales Flow: Sales Quotation > Delivery Order > Sales Invoice

3. Stock Adjustment: Stock Adjustment / Issue / Receive

4. Stock Reports: Stock Balance Report, Stock Card, Stock Movement

Phase 5: Integration with Accounts

1. Auto Posting to Accounts: Check Tools > Options > Integration Settings

2. Trial Run with Real Entries

Phase 6: Finalization & Go-Live

1. Backup Setup: Local or cloud backups

2. User Access Control: Define user roles and restrictions

3. Go-Live: Begin live operations, monitor early transactions


Phase 7: Support & Review

1. Follow-Up Support: Weekly check-ins for one month

2. Refresher Training: Repeat sessions if needed

3. End-of-Month Reports: Train user to generate key reports

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