Getting Started with Craftybase

Want to get the most out of using Craftybase? Our FREE step-by-step tutorial course will show you how to get set up so that you are on top of your inventory, bookkeeping and pricing in no time!

Day 1: Projects

Our first tutorial is all about projects as this is most likely where you'll want to start. If you have connected a sales channel, you'll notice that most of the work has been done for you, however it's still a good idea to be aware of how projects fit into the system. For those not connecting sales channels, projects will be created manually - our first tutorial will take you through the steps.

Additional Resources Introduction to Projects Tutorial »


Day 2: Materials

Materials are the raw ingredients that you use up in order to create your products. Materials by themselves don't really do much other than hold basic information about prices and stock levels, but when you add them to recipes and use them in manufactures this is where the magic happens: you'll instantly start to see exactly how much you use and thus exactly how much your products cost you to make.

Additional Resources Introduction to Materials Tutorial »


Day 3: Recipes

Recipes are essentially saved lists of the materials and amounts you use to produce your handmade products. Although not essential, they can be a real timesaver if you create the same products again and again (if you make mainly custom pieces, you might like to skip this one for now and go on to Day 4 - Manufactures)

Additional Resources Introduction to Recipes Tutorial »


Day 4: Manufactures

Manufactures record the creation of your products and increase your project stock on hand while calculating the numbers you need for your COGS. The materials you have used to produce your product will be from the recipe you created yesterday - this will automatically decrease your material stock by the amounts you have used and calculate your exact cost of production.

Additional Resources Introduction to Manufactures Tutorial »


Day 5: Material Expenses

Material expenses in Craftybase are just like regular expenses in traditional accounting programs but with a twist: they allow you to link directly to the material you have just purchased. In doing so, you can track your expenses, increase your material stock on hand AND recalculate actual rolling average unit prices all at the same time (imagine trying to do all that in Excel!)

Additional Resources Introduction to Material Expenses Tutorial »


Day 6: Orders

Let's now track your product sales! An order is a group of products you sell to a customer on a specific date. Once an order has been added for a project or variation, your available stock on hand is decreased automatically by the order quantity. Orders can be manually entered, or imported via your connected sales channels (or a combination of both if you wish).

Additional Resources Introduction to Orders »


Day 7: Variations

Want to know how to track minor differences in products like sizes and colours without creating a whole lot of projects? The answer is variations! Craftybase supports manual creation and importing from several different sales channel sources, we explain how this works in our tutorial for today.

Additional Resources Introduction to Variations »


Day 8: Components

If you make sub-assembly parts as part of your manufacturing process, you'll want to watch this tutorial! A Component is a special type of Project that when manufactured, increases stock of a material rather than stock of a product for sale. Components can be really useful for situations where a in process material is created as a batch before being used up between a number of products.

Additional Resources Introduction to Components »


Have some questions for us?

If you have any questions, please drop us a message and we'll be happy to give you a hand.