Use the field in Inventory and Warehouse to set up and track your products.
There are three screens in the Inventory and Warehouse:
- Manage: Use this screen to search your inventory and select products for the store.
- Settings: Use this screen to associate a warehouse with the store and to choose advanced settings, manage notifications, backorders and more.
- Log: The Log screen mimics the Manage screen. From here you can access the related Inventory Change Log report.
Manage
1 | Manage is the first screen in Inventory and Warehouse. Use this screen to search for products and to select products for the store. |
2 | Use the Settings screen to associate a warehouse with the store and to choose advanced settings. See Settings below for more information. |
3 | This screen displays the Inventory Adjustment Log. You can set different search and filter options, and you can access the Inventory Change Log Report. See Log below for more information. |
4 | Select Associate Warehouse to open the Settings screen. |
5 | Use these fields to set different search and filter options. |
6 | Click the Update button to apply your changes. |
7 |
Check the box for the products you would like to include in this store. The information displayed in the columns (with the exception of Handling Cost and Bin Location) is defined when products are added at the Organization level. See Org Level > Products > Add a Product for details. |
8 |
Click the edit button () to edit product information. Comments you enter here will appear on the log. Products can be updated individually or as multiples. When updating multiples use the Set option to set, deduct, or add. |
Settings
1 | Select Warehouse: Use the drop-down menu to select the warehouse to associate with this store. |
2 | Advanced Settings: Choose whether or not product inventory quantity will be visible to customers of the product page, and whether or not to allow backorders. |
3 |
Low Stock Notifications: Use this field to identify who will receive low stock notifications. The drop down list all emails identified as admins with access to the store. Low Stock Notifications emails are sent when the low stock threshold is reached. To add recipients, click Add Recipient and select from the drop down. You can add as many as you like. |
4 | Impersonate the Inventory in Another Store: If enabled, click the drop-down to select a store inventory that you would like to duplicate for this store. This ability is available to Organization Super Admins. See Org View > Org Admins > Manage Admins for more information. |
5 | Click the System Emails drop-down to access a quick link to the System Emails screen. See System Emails for more information. |
Log
The Log screen mimics the Manage screen. From here you can access the related Inventory Change Log report. This report includes product, changes values, and person responsible for change. Only changes made in the console are logged.
All available inventory reports include:
- Items Under Threshold which lists all inventory items where in stock is less than the threshold set.
- Items Ordered + Inventory with Option Prices which lists items ordered in date range with current inventory levels including option upcharges.
- Inventory Snapshot Report which is a snapshot of the inventory for the store at 11:59 PM (per your time zone) on the selected date.
Updated
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