Implementation Plan: SQL Finance Accounts - Inventory Module
Objective:
To set up and train a new user in using the SQL Inventory system for managing stock, purchases,
and sales, integrated with financial accounts.
Phase 1: Planning & Preparation
1. Initial Assessment
- Understand the user's current stock control process (manual, Excel, etc.)
- Identify number of outlets, item categories, and sales/purchase flow
- Confirm hardware readiness (PC, printer, barcode scanner, etc.)
2. Software Setup
- Install SQL Accounting software
- Register license and modules (ensure Inventory module is activated)
3. Create New Company Profile
- Use File > New Company
- Input basic company info (Name, Registration No., Address)
Phase 2: Master Data Setup
1. Chart of Accounts
- Use default or customize according to the business
- Ensure inventory-related accounts are in place
2. Inventory Item Master
- Go to Stock > Maintain Item
- Set up item codes, descriptions, UOM, cost and selling price, barcode if needed
3. Customer & Supplier Master
- Go to AR/AP > Maintain Customer / Maintain Supplier
- Input customer and supplier details
Phase 3: Opening Balances
1. Inventory Opening
- Stock > Stock Opening Balance: Enter initial stock quantity and cost
2. Customer/Supplier Balances
- AR/AP > Debtor/Creditor Opening: Key in outstanding balances
Phase 4: Daily Operations Workflow Training
1. Purchase Flow: Purchase Order > GRN > Purchase Invoice
2. Sales Flow: Sales Quotation > Delivery Order > Sales Invoice
3. Stock Adjustment: Stock Adjustment / Issue / Receive
4. Stock Reports: Stock Balance Report, Stock Card, Stock Movement
Phase 5: Integration with Accounts
1. Auto Posting to Accounts: Check Tools > Options > Integration Settings
2. Trial Run with Real Entries
Phase 6: Finalization & Go-Live
1. Backup Setup: Local or cloud backups
2. User Access Control: Define user roles and restrictions
3. Go-Live: Begin live operations, monitor early transactions
Phase 7: Support & Review
1. Follow-Up Support: Weekly check-ins for one month
2. Refresher Training: Repeat sessions if needed
3. End-of-Month Reports: Train user to generate key reports
