Getting Started

Step 1: Setting up the basics

To start with Sevenledger, you must customize it for your company. First, add your company name, logo and address. Company Information & logo It's important to make sure you have updated your company name, logo, address and Tax Number. This information will appear in sales orders, invoices and purchase order documents. Invite Team Members You can invite your team members from (Settings > Organization > Team) 1. Click on Invite team member button 2. Enter team member's email address and select a role for your team member to invite.

Step 2: Adding Inventory

Sevenledger's primary value is to help your team manage your inventory. This guide will walk you through adding products to get your team started with. You can create products one-by-one but the fastest way to add product is through spreadhsheet upload. Importing data Importing is the process where your product data from your spreadsheet is uploaded to Sevenledger. There are two basic steps: 1. Creating the CSV import file 2. Importing the CSV to Sevenledger Creating the CSV import file 1. Download the inFlow product import CSV template from here. 2. Fill out the columns on the CSV spreadsheet with your product information. 3. When you're done adding your products to the CSV, be sure to save the template as a CSV file. Now you're ready to import these products to inFlow! Importing products to Sevenledger Once your CSV is complete, you can import your file to inFlow. 1. Click on Inventory > Items. 2. Select the CSV file from your computer that you'd like to import, then click Next. 3. A preview of your import file will appear, letting you know how many products are in it. 4. Click on Edit data mapping to ensure that all the data on the CSV matches a field in inFlow. 5. The fields below the preview represent fields in Sevenledger that you need to match to the fields on your CSV. This process is called mapping. Match the Sevenledger fields listed on the left to the fields in your CSV file that are in the drop-down menus. 6. Match the Sevenledger fields on the left to the fields in your CSV file that are in the drop-down menus. 7. Once you're satisfied with the mapping, click Import. 8. A confirmation message will appear to let you know your import is in progress. Once the import is complete, the team member who started the import will get an email with the results. If you want more control over the product information in the CSV file and prefer managing the import product mapping yourself, we suggest exporting a Product Details CSV file from Sevenledger and using that as a template to import products. Take a look at the video below to learn more.