Clean the product list
Remove duplicates, standardize names, confirm units and assign unique SKUs or internal codes.
Define stock locations
Confirm the branch or warehouse structure before quantities are loaded so stock is not assigned to the wrong location.
Create product records
Add the product identity, description, unit, selling information and any reorder threshold used by the team.
Load opening quantities
Use a dated, approved physical count. Keep the source count sheet and reviewer evidence.
Validate total stock value and quantity
Compare imported or entered totals with the approved opening statement before live sales and purchases begin.
Validation and responsibility
- Do not combine duplicate products merely because their names look similar; confirm unit, SKU and tax treatment.
- Opening stock should have a documented cutover date.