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. |
| 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.
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. |