Quick Start with Eagle
This quick start is your shortcut to a working setup fast, without overwhelming you.
Smart Restocking and Receiving
Learn how to set reorder points and target stock levels, generate smart vendor purchase orders, sell items on backorder, and receive partial shipments while keeping bills accurate.
Smart Pricing, Defaults, and Faster Sales
Set up customer groups and price lists for automatic pricing, save time with customer tax and terms defaults, use advanced order shortcuts like direct invoicing and cloning, and streamline invoicing and payments.
Total Control of Warehouses, Transfers, and Counts
This collection provides step-by-step instructions for organizing warehouses into picking locations, managing stock movement through formal and quick transfers, and performing precision inventory counts.
Company Settings Setup and Configuration
Configure the core settings that power Eagle Inventory, including payment methods and terms, carriers and taxes, advanced tracking utilities, sales and purchasing preferences, print layouts, custom fields, units of measure, and email sender settings.
Handling Returns and Credits
Learn how to process customer returns and vendor returns from start to finish, including RMAs, warehouse receiving, outbound shipping, and finalizing credit memos for accurate accounting.
User Roles, Team Access, and Subscription Settings
Set up secure user roles and permissions, invite your team members with the right access, and manage subscription and billing settings including upgrades, payment methods, transactions, and billing info.