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Finale Training Videos

Learn Finale Inventory Step by Step with Guided Video Walkthroughs

Watch from the video tour library to learn about how Finale works, best inventory practices, ecommerce workflows, barcode scanning, warehouse organization, and much more.

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icon - Centralized Inventory
icon - Centralized Inventory

Finale Inventory Basics

In this section, you’ll learn how to set up your account by importing products, organizing your catalog with categories and sublocations, customizing fields, managing product IDs and pricing, setting user permissions, and navigating core features like product lookups and the Analytics dashboard.

See All Inventory Basics Videos ▴
  1. Importing products from spreadsheets
  2. Importing products from integrations
  3. How to change the product ID of a specific product
  4. Bulk importing product ID changes
  5. Categories - creating and using categories
  6. Creating locations and sublocations
  7. Creating custom fields
  8. Importing product thumbnails
  9. Bulk importing sublocations
  10. Bulk importing initial stock levels
  11. Bulk importing product average cost changes
  12. Activating and deactivating product IDs
  13. How to create a Product Lookup
  14. How to remove or unmap a Product Lookup
  15. Setting pricing formula for your products
  16. Adding a company logo to documents
  17. Setting up user permissions
  18. Analytics Dashboard overview
  19. Changing Document Colors
Icon - Warehouse Management
Icon - Warehouse Management

Inventory Operations

See how to manage your inventory with tools for stock takes, changes, and transfers. We’ll also cover tracking serialized and lot-controlled items, case packing, light manufacturing, asset tracking, auditing, and bulk imports for multi-location inventory control. Finally, in this section, you will be ready to do stock auditing to meet requirements and prevent shrinkage.

See All Operations Videos ▴
  1. Conducting stock take
  2. Conducting stock change
  3. Conducting stock transfer
  4. Bulk importing initial stock levels with multi-location, serial numbers, or lot IDs
  5. Keeping track of serial numbers
  6. Case packing
  7. Creating ecommerce kits and bundles
  8. Creating assembly or manufacturing build (BOM)
  9. Light Manufacturing and Assembly (BOM)
  10. Bulk importing builds (BOM)
  11. Using Finale for asset tracking
  12. Stock auditing
Icon - Wireless Barcode Scanning
Icon - Wireless Barcode Scanning

Mobile Barcode Scanner Operations Training Videos

Get a full walkthrough of Finale’s mobile barcode scanner features to speed up warehouse workflows and reduce errors. We’ll cover hardware setup, order picking, stock receiving from purchase orders, stock transfers, cycle counting, and more. See advanced tools like serial number tracking, lot IDs, and batch order picking.

See All Barcode Scanner Videos ▾
Icon - Order Management
Icon - Order Management

Purchase Orders Training Videos

Watch the videos on how to manage suppliers, create and import purchase orders, and receive shipments accurately. We’ll also cover financial features like tracking landed costs, calculating average costs, managing supplier bills, and automating reordering to streamline your procurement process.

See All Purchase Order Videos ▾
  1. Creating a new supplier
  2. Importing a list of suppliers
  3. Creating purchase orders
  4. Adding taxes, discounts, or fees to purchase orders
  5. Importing multiple purchase orders
  6. Importing items into a single purchase order
  7. Receiving shipments against a purchase order
  8. Receiving partial shipments
  9. Receiving shipments by importing PO shipment
  10. Adding supplier bills to your PO
  11. Autopopulating custom fields for POs
  12. Tracking landed costs of products
  13. Average costing calculations
  14. Viewing presets for PO list screen
  15. Create dropship order from sales order
Icon - Landed Costs and Accounting
Icon - Landed Costs and Accounting

Reorder & Replenishment Training Videos

Learn how to automate inventory restocking using min/max levels or sales velocity-based reorder points. We’ll show how Finale recommends purchase orders or stock transfers and how to streamline the process with automated emails and in-line editing tools. These videos will help you order from suppliers with more accurate quantities and transfer your inventory to where it is needed the most.

See All Reorder & Replenishment Videos ▾
icon - Sales Orders & Fulfillment
icon - Sales Orders & Fulfillment

Sales Orders & Fulfillment Training Videos

In this section, you’ll learn how to manage customer data, create and import sales orders, and walk through the full pick, pack, and ship process. We’ll also cover invoicing, returns, stock reservations, and how to generate key documents like pull sheets, packing slips, and bills of lading. Learn all about the order fulfillment process for pick and pack operations.

See All Sales & Fulfillment Videos ▾
  1. Creating a new customer
  2. Importing a list of customers
  3. Assigning different price tiers
  4. Creating a sales order
  5. Importing items into a sales order
  6. Adding taxes, discounts, or fees to sales orders
  7. Autopopulating custom fields
  8. Importing sales orders
  9. Creating a sale shipment
  10. Picking split shipments
  11. Shipping via imported sales shipment
  12. Boxing and packing
  13. Invoicing
  14. Returns management
  15. Creating a quote
  16. Printing a Bill of Lading
  17. How to print Pull Sheets
  18. Viewing presets for sales list
  19. Reserving stock
icon - Integrations
icon - Integrations

Integrations Training Videos

Learn how Finale’s integrations streamline operations, from syncing with shipping software to managing point of sale (POS) and marketplace stock updates. This section covers alias SKUs, kitting, and data exports via email, FTP, Google Drive, and more. Connect to an integration to have your data flow automatically between systems, reducing manual entry.

See All Integration Videos ▾
  1. ShipStation Integration Overview
  2. Syncing Finale-originated orders to ShipStation
  3. Using ShipStation Batch IDs or Tags for Barcode Fulfillment
  4. Mapping multiple alias SKUs to a product ID
  5. Updating stock to marketplaces to prevent overselling
  6. Include supplier quantities in stock updates
  7. Handling eCommerce kit or bundle sales
  8. Square POS Overview
  9. Automated scheduled email reports
  10. Automated scheduled FTP export
  11. Automated scheduled Google Drive export
icon - Amazon FBA & AWD
icon - Amazon FBA & AWD

Amazon FBA & AWD Training Videos

Learn how Finale supports Amazon FBA and AWD workflows, including tracking inbound shipments, syncing inventory across channels, and managing AWD warehouse transfers with accuracy. Watch how to connect your Amazon account(s), how to set up multiple Amazon locations, and how to easily view all your Amazon stock in one place, no matter if it's FBM, FBA, or AWD.

See All Amazon Videos ▾
  1. Fulfillment by Amazon (FBA) overview
  2. Amazon Warehousing and Distribution (AWD) overview
Icon - Barcode Label Generating
Icon - Barcode Label Generating

Labels & Documents Training Videos

Learn how to print UPC, EAN, Code128, and QR code labels, customize document colors, and create tailored reports and documents to fit your workflow. Watch how to set up and organize your warehouse by aisle, shelf, bin, and zones with the labeling system. These videos show how you can use preset labels in Finale and how to customize your own.

See All Label & Document Videos ▾
  1. Printing UPC, EAN, and Code128 Labels
  2. Printing QR Codes
  3. Changing the default color of printed documents
  4. Custom reports and documents
  5. Barcoding - Printing barcode labels
icon - QuickBooks Online
icon - QuickBooks Online

QuickBooks Online Training Videos

See how Finale Inventory connects with QuickBooks Online to keep your books accurate. Learn how to sync inventory valuation, COGS, and sales revenue and manage kitting, purchase bills, and sales source reporting. Learn about QuickBooks Online data consolidation so that data flows from Finale to QuickBooks the way you decide to match your business workflows.

See All QuickBooks Videos ▾
icon - 3rd Party Logistics (3PLs)
icon - 3rd Party Logistics (3PLs)

3rd Party Logistics (3PLs) Training Videos

In this section, see how Finale simplifies 3rd party logistics (3PL) workflows by syncing orders, tracking inventory across locations, and see how the 3PL client portal works. Learn how Finale can be used to streamline 3PL operations and communication so you never have to worry about fulfillment operations or stockouts.

See All 3PL Videos ▾

888-792-8891

Schedule a demo

Generally, it can be anywhere from 3-6 weeks, depending on your unique business. There are many factors to a fast and successful implementation, like having all your SKU information ready, having your supplier information ready, access to all your integrations, and more.

No, we do not charge an extra fee for onboarding and implementation. You will get a free trial to start the process, and we will help you during that time. 

You would need to be on the gold plan or higher to access the barcode WMS module.

This unlocks mobile barcode scanning, advanced picking methods,
lot ID/expiration/serialization scanning, barcode label printing, QR codes, and employee pick-efficiency reporting.

In some cases, we may be able to custom-fit a solution for your needs, but in general, you would need the gold plan or higher. 

If you are new to Finale, sign up for a demo to get a personalized walkthrough. 
If you already have a trial account or are a current user, request a training. 

Have a question that you can't wait for? Call our US-based team (Mon-Fri 9am-8pm ET): (888) 792-8891