Implementation Guide

Small Business Inventory Pro Implementation Guide

Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Inventory Pro.

8 chapters185 wordsPublic guide
Complete online manual

This guide covers implementation, configuration, daily use and troubleshooting for Small Business Inventory Pro.

Purpose

This guide is for administrators, implementers and agencies deploying Small Business Inventory Pro version 1.0.1.

Requirements and dependencies

  1. Requires Inventory Free
  2. Activate the Pro licence
  3. Keep Inventory Free active
  4. Confirm Accounting integration
  5. Test purchase order to goods-received workflow

Installation

  1. Back up the WordPress files and database.
  2. Upload the plugin ZIP through Plugins > Add New > Upload Plugin.
  3. Activate required foundation plugins first.
  4. Activate this plugin and complete its setup screens.
  5. For licensed editions, activate the licence before enabling premium modules.

Configuration

Review roles, permissions, email settings, page assignments, integrations and data-retention settings before importing production data.

Implemented feature areas

  • Everything in Free
  • Advanced purchasing
  • Enhanced valuation and costing
  • Premium stock controls
  • Extended reporting
  • Licensed integrations

Upgrade and rollback

Use staging for major upgrades, retain a tested backup and never remove a required Free foundation while its Pro or Agency add-on is active.

Go-live checklist

  1. Test the primary workflow end to end.
  2. Confirm emails and scheduled actions.
  3. Check mobile and staff/customer access.
  4. Verify licences and optional companion plugins.
  5. Document the responsible administrator.

Troubleshooting

If activation fails, confirm PHP and WordPress compatibility, dependency versions and licence status. Temporarily disable unrelated plugins only on staging and inspect the WordPress debug log for the exact error.