- Find out what resources are available to you
 - Check for videos or user guides. Many systems have advice on where to start.
 - Make a list of your inventory data
 - Make a list of ALL the items you buy, produce, and sell
 - Clean up and organize your list
 - Data should be up-to-date, easy to follow, and all in one spot
 - Finalize production steps and document
 - Record all recipes/formulas/packaging & yields for each step
 - Standardize on your company’s lot code strategy
 - Production and stock lot codes will be needed for traceability
 - Stock lot codes will be needed for raw materials and packaging
 - Consider using something simple to start — for example a julian date works great for most companies