This guide follows your initial login and profile setup. We'll walk you through how to quickly create a new buy-sell item, set up a warehouse location, and add your first inventory to Digit.
Video Walkthrough: Create Your First Item, Inventory & Warehouse Location in Digit
Watch this video for a detailed walkthrough of creating a new item, adding a warehouse location, and logging initial inventory.
Video Transcript
Video Transcript
0:00 Now that we are logged into Digit, I want to, as quickly as possible, create our first item and get some inventory into the system.
0:30 delightful. And just like with the profile picture, you're going to have the opportunity to modify it if needed. So we'll just zoom in a little bit more on it there and save that.
0:43 And then we're going to scroll down. We're going to skip all of the optional settings here and come back to them in more detail.
0:48 But the most important thing for this new item is that it is both a buy item. So we'll leave this checked.
0:54 And it's also going to be an item that we sell. So we're going to click there to add that setting as well.
1:00 The other important decision we want to make here is what is our default unit of measure or tracking stock in the system.
1:08 And for this 10 spot we're just going to use Eaches. You can skip the rest of these optional settings as well.
1:15 And now for the purchase unit of measure we can set this as well and we're going to keep it simple and set that to Eaches as well.
1:23 By default the sales unit of measure will inherit from your stock unit of measure, so you don't need to modify that.
1:30 And now we can click Create New Item. And we can see, once the name has updated up here, that it is now in our system.
1:41 If we exit out, we can see our item is now in our items table. And now that we have it here, we can click over into inventory and we can click add to create new inventory.
1:57 Notice that there is a message up at the top so that it'll ideally steer you towards the correct way to add things into inventory.
2:06 So for now, since this is our initial inventory that we are adding, we can say that these don't apply. Let's say we've already got some in stock and we're not worried about tracking the original source that it came from.
2:19 So we'll just select our item, the tennis ball here. Click add item. You can see it'll pull in our photo there.
2:28 And again, we're going to skip our optional things, going to keep our storage type as single. And let's say that we have 100 of our tennis balls.
2:39 And what we will need to do is set a warehouse location. So by default, you'll get a default digit work center.
2:46 But I want to add just a general inventory location for now. And then we can customize it more later. This will also need an address.
2:59 So we'll add our first location. And so, this is going to be DeLite's HQ. Enter in address.
3:23 And we're going to set this as our default for billing and both shipping to and from so we'll add our location now it will be selectable here as our headquarters and again we'll scroll down and we can see that this is going to create a barcode and QR code for us that we can print out later in our actual
3:46 physical warehouse location but for now let's just create our warehouse location so now we can select general inventory as the place that we are storing this inventory of 110 espals.
4:00 There's more information here, but we're trying to go as fast as possible, so we'll skip that for now and we'll click next.
4:08 Now because we want to make sure that our accounting team is always going to be happy in the future, we can enter the reason for manually entering this and not using the other way.
4:19 So we're just going say this is our initial inventory. So we can assume it's already been accounted for otherwise for our accounting team.
4:30 Now we can save and print. So by default this is going to be serialized inventory. So what's coming up on the screen for me is going to be a print out of the label for my new tennis ball.
4:48 I'm going to go ahead and save that, or rather print it out. And now you can see that we've got our very first label for tennis balls.
5:03 We can click onto the label and we can review the information that we have in here. So now we have 100 tennis balls in stock.
5:13 Another thing that you can do is if you click out of here and you click on the actual name of the tennis ball, this is bringing us back to the item detail screen and you can click over into the inventory tab to see in another view that we've got our tennis balls when they were created, how many they
5:31 have, where they are located, as well as some additional information.
Step 1: Create a New Item
Navigate to the Items Table: From the main dashboard, click on the Items table.
Begin Creating an Item: Click the "Create Item" button.
Enter Item Details: Enter the item's name and, optionally, add a photo.
Define Item Type: Select both "Buy" and "Sell" to designate it as a buy-sell item.
Set Units of Measure (UOM): Choose the default Stock UOM and Purchasing UOM for this item.
Save Your Item: Click "Create New Item" to save your changes.
Step 2: Add Your First Inventory
Go to the Inventory Table: Exit the Item detail view and click into the Inventory table.
Start the Inventory Process: Click the "+ Add" button.
Select Your Item: From the "Select Item" dropdown, choose the item you just created (e.g., the tennis ball). Then click "Add Item".
Enter the Quantity: In the "Quantity in stock" field, enter the number of units you have.
Step 3: Set Up a Warehouse Location and Address
Add a New Location: In the "Warehouse Location" dropdown, click "Add a warehouse location".
Name the Location: Give your warehouse a name (e.g., "Main Address," "Headquarters").
Create a New Address: Click the "Address" dropdown and then "Add Location".
Enter the Address Details: Fill in the address fields.
Assign as Default: Select the option to set this as the default billing and shipping location. Then click "Add Location".
Choose the Address: Assign your warehouse location to the new address you just created. The click "Create warehouse location".
Step 4: Finalize and Save Your Inventory
Select the New Location: Back on the inventory screen, select the warehouse location you just created from the dropdown.
Proceed to the Next Step: Once the warehouse location is selected, click "Next".
Provide a Reason for Adjustment: Enter a brief reason for the manual inventory adjustment (e.g., "Initial inventory"). This helps with your accounting records.
Save and Print Labels: Click "Save & print". This will generate a barcode label for your inventory.
Step 5: Review Your New Inventory
Check the Inventory Table: Your new inventory is now visible in the main Inventory table.
View Label Details: Click on the Label # to open the Inventory detail view and see all the specifics of the inventory you just added.
Access Item-Specific Inventory: Click on the Item name to open the Item detail view. From there, you can click on the Inventory tab to see all inventory associated with that specific item.
You Did It! 🚀
Congratulations! Your first item and inventory are now live in Digit. You're ready to create and fulfill your first sales order. Check out our next guide to learn more about Creating and Shipping a Sales Order.