New Company Quick Start
Use this page when a company has just registered and wants to record the first stock movement quickly. This is the minimum setup path before the warehouse team starts using KartuStok.
If the application redirects a new company to a guided setup screen, read Onboarding Wizard. That page explains the in-app setup flow. This page remains the manual checklist version.
Minimum Sequence Before the First Transaction
| Step | Why It Is Needed |
|---|---|
| Item Category | Groups items so the item list and reports stay organized. |
| Unit of Measure | Defines how item quantities are counted. |
| Warehouse | Defines where stock is stored. If Warehouse Grouping is active, prepare Warehouse Group and Location. |
| Item | Defines the stock-tracked product or material. |
| Initial Stock | Sets the starting stock position before daily operations begin. |
| First Operational Transaction | Records the first real warehouse movement after the starting stock is ready. |
| Detail or Summary Stock Card | Confirms the stock movement was recorded correctly. |
Initial Stock means the stock position the company wants to begin with before daily operations. This may come from initial item setup or from a stock adjustment/setup action, depending on how the company prepares the first balance.
KartuStok can guide this same sequence through Onboarding Wizard when the company still lacks required setup.
For companies with branches or many storage areas, review Company Settings before creating many warehouses. Warehouse Grouping changes the setup from a simple warehouse list into Warehouse Group -> Location.
Transaction Terms
| Menu | Simple Meaning | Use It For |
|---|---|---|
| Receipt | Stock in. | Purchase receipt, opening stock, supplier delivery. |
| Issue | Stock out. | Production usage, customer shipment, internal usage. |
| Move | Transfer between warehouses. | Warehouse transfer, branch replenishment, staging movement. |
| Adjustment | Stock correction. | Stock opname, physical variance, correction. |
After the initial stock is ready, the first operational transaction can be Receipt, Issue, or Move depending on the company workflow.
Common Mistakes
| Mistake | Fix |
|---|---|
| Starting a transaction before creating master data. | Create category, UOM, warehouse, item, and initial stock first. |
| The first operational transaction stays in Draft. | Complete the transaction when data is final and approved. |
| Stock appears in the wrong warehouse. | Check the source or destination warehouse selected in the transaction. |
| User cannot open a menu. | Review role access in Users & Permissions. |