Getting Started with StockPulse
Everything you need to get your business running
What is StockPulse?
StockPulse is an all-in-one business management platform designed for Kenyan SMEs. It helps you track inventory, manage sales and invoicing, record expenses, calculate sales commissions, and generate reports — all in one place.
Initial Setup Checklist
Follow these steps in order to get your account fully configured:
- 1Complete Company Profile
Go to Settings → Company. Fill in your business name, address, phone, email, and KRA PIN. Upload your logo and set your invoice prefix.
Open Company Settings - 2Set Up Your Warehouse
Go to Settings → Warehouses. StockPulse creates a default warehouse during onboarding. Rename it or add more if you have multiple locations.
Open Warehouses - 3Add Units of Measure
Go to Settings → Units of Measure. Review the default units (pc, kg, ltr, ctn, etc.) and add any custom units your business uses. Set conversion factors between related units.
Open Units - 4Create Products
Go to Products → New Product to add products one by one, or use Settings → Data Import to bulk-import from a CSV/Excel file (with opening stock and pricing).
Import Products - 5Receive Opening Stock
Go to Inventory → Receive Stock. Do an initial goods receipt to set opening stock levels and costs for all your stocked products.
Receive Stock - 6Add Customers
Go to Sales → Customers → New Customer to add individually, or use Settings → Data Import to bulk-import your customer list from CSV/Excel.
Import Customers - 7Invite Your Team
Go to Settings → Users. Invite team members with the appropriate roles: Admin, Finance Manager, Sales Representative, Stock Manager, or Viewer.
Manage Users
Key Concepts
All stock movements and financial transactions are recorded as immutable ledger entries. This means every change has a full audit trail and nothing is ever silently overwritten.
StockPulse calculates your stock cost using the weighted average method. Each goods receipt updates the average cost: (existing qty × existing cost + received qty × received cost) ÷ new total qty.
Every product has a base UoM for stock tracking (e.g., pieces). You can define different units for purchasing (e.g., cartons) and selling (e.g., dozens). StockPulse converts quantities automatically using your conversion factors.
Invoices start as Draft (no stock deducted). When you Finalize, stock is validated and deducted — you cannot finalize if stock is insufficient. Record payments to move through Partial → Paid. You can download a PDF at any stage — it includes a status badge so the document's stage is always clear.
StockPulse prevents overselling. Both Quick Sale and Invoice finalization check available stock and reject sales that would push inventory below zero. This is enforced at both the UI and server level.
Branches are the custodians of stock. Warehouses serve as receiving points under branches. When selling stocked items, a branch must be selected so the system knows which stock to deduct. This ensures clear accountability per location.