Thrive Inventory User Guide
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Welcome to Thrive Inventory! This checklist walks you through everything you need to get your account up and running, in the order that works best. Work through it at your own pace, and check off each step as you go.
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Prefer to have a paper copy? Download our PDF checklist
Set Up Your Account Basics
Start here before you touch anything else. Getting these settings right now will save you headaches later, especially with reporting.
Fill out your Business Info
Add your Business Logo, so it shows up on your purchase orders and invoices
Set your currency
Set your correct time zone. This matters a lot: your reports pull data based on this setting, so an incorrect time zone can make your numbers look wrong
Review your preferences for email notification settings
 Add your payment information (if you are not on a partner billing plan)
Add Your Team
 Check your access control settings and add the other users on your team who will need access to Thrive Inventory
Connect Your First Integration
Only connect one integration at a time, even if you have multiple locations or sales channels. Connecting everything at once tends to overwhelm new users and makes troubleshooting harder. You can always add more once your first one is running smoothly.
Connect one sales channel to start (for example, Clover, Square, Shopify, WooCommerce, or BigCommerce). Watch this short video 🎥  on how to connect your sales channel
Add the location information like location name, address, phone number and time zone for each location
Explore While Your Catalog Imports
Importing your catalog from your integration can take a little time, from a few minutes up to longer depending on your catalog size. Use this waiting period to explore features that do not depend on the import.
Practice creating a purchase order using the AI Assist Purchase Orders tool (try uploading a sample invoice). Watch this tutorial video 
to get started
Practice creating a purchase order manually from the Purchase Orders page
Add your vendors. Note that some integrations, like Shopify, do not automatically import vendor information, so you may need to add these yourself
Learn Your Catalog
Once your catalog has finished importing, take some time to get familiar with how it is organized.
Watch this Catalog product tour to learn the difference between the Bins, Products, and Variants pages
A quick note on terminology: the Variants page is where you manage things at the SKU level. If you are used to the word ‘SKU,’ think of Variants as SKU-level management.
Customize your columns to show the information that matters most to you
Practice searching and filtering to find specific items
Check an item’s inventory history
Try the bulk delete tool from the Variants page if you need to remove items you don’t need. Read about that here: Variants View
Manage Your Inventory
Do a stocktake (physical count) to make sure your inventory numbers are accurate
Try an internal transfer if you move inventory between locations
Try Bulk Uploads
Heads up: it is easy to mix up sheets that sound similar. For example, the Receive Inventory Quantities sheet adds to your existing quantities, while the Edit Inventory Quantities sheet overrides them. Read the description for each sheet before uploading.
Visit the Bulk Uploads page and review the available spreadsheet templates
Read the bulk sheet overview article to understand what each spreadsheet does before you use it: Bulk Upload Overview
Check Your Key Reports
We recommend saving reports like Product Performance for later, once you have more sales history built up.
Review the Inventory Report to see what you have on hand. This is the most important report for every user, even if you do not have a point-of-sale system connected
Review the Product Sales Report to see how items are selling
You're All Set! Where to Go From Here
Great work getting through the basics! Here is where to go if you want to keep learning or need a hand:
Visit the Help Center for articles on every feature in Thrive Inventory. Here’s a great place to start: Getting Started with Thrive
Chat with our Customer Success team any time you have a question
Consider an onboarding package if you would like more hands-on, guided support to finish setting up your account. This is a great option if your catalog still needs organizing or your setup is not complete yet: Thrive Inventory’s Onboarding Plans
Thrive Professional Services
Consider Thrive’s Professional Services to get your inventory and profitability under control faster with personalized, step-by-step solutions.
Here’s how we can reduce the time it takes to onboard your business and take training off your team’s plate.
Catalog Migration: Let our team take care of migrating and syncing your catalog correctly across all your sales channels. We can also bring over inventory counts, open purchase orders, vendor information, and invoices so you don’t skip a beat.
Catalog Cleanup: Tackle messy spreadsheets and duplicate or missing information with our team. We’ll complete an extensive health check to ensure you have a clean catalog moving forward.
Bundle, Modifiers & Assemblies Setup: Need to set up complex component or variant inventory tracking? Your product specialist will build modifiers, bundles, and assemblies for you; saving your team hours of tedious work.
Training & Onboarding: Set up personal or team training sessions to help you reach your inventory goals faster. During these sessions, become confident with Thrive’s suite of tools and processes. We’ll even create examples together for reference and send you the recorded session for playback.
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