Contacts & products
Customers, suppliers, products, pricing and payment terms. · 8 guides
Contacts & products5 steps · 1 min
Add customers and suppliers
Create a contact, set their pricing, payment terms and tax, and add their addresses.
Contacts & products4 steps · 2 min
Set up payment terms and due dates
Create the payment terms you offer, and let InventaHQ work out each invoice's due date.
Contacts & products4 steps · 1 min
Import and export contacts
Add many customers or suppliers at once from a CSV file, or download your contacts as a spreadsheet.
Contacts & products9 steps · 2 min
Add a product
Create a stock item, non-stock item or service with its codes, costs, prices and tracking.
Contacts & products5 steps · 1 min
Import and export products
Load your products from a CSV file, or download all your products as a spreadsheet.
Contacts & products4 steps · 1 min
Set up price levels and quantity breaks
Sell at different prices to different customers, and give lower prices for larger quantities.
Contacts & products4 steps · 2 min
Serial, batch and expiry tracking
Track serial numbers, batches and expiry dates as stock comes in and goes out.
Contacts & products1 min read
Understand stock levels: on hand, committed, on order and available
Learn what each stock figure means, where to find it, and why it changes.