The Inventory and Warehouse screen is where you can set up and track the inventory for your products. There are three tabs:
Manage
The Manage screen provides an overall view of inventoried products for your store. You can use this screen to search and update products as needed.
1 | Manage tab - This is the first tab in Inventory and Warehouse. Use this screen to get an overall view of the inventoried products for the store. From this screen you can also make updates to the inventory when needed. |
2 | Settings Tab - Use the Settings screen to associate a warehouse with the store and to choose advanced settings. See Settings below for more information. |
3 | Log tab - 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 | Associate Warehouse - Click this link to open the Settings screen. |
5 | Search Fields - Use these fields to set different search and filter options. |
6 | Update - Click this button to apply your changes. |
7 |
Inventory Grid
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8 |
Click the Edit ( When updating multiples use the Set option to set, deduct, or add. |
Edit Inventory
Updates to a single product variant
You can chose to make updates to a single product variant by clicking the Edit () icon in the inventory grid.
1 |
Inventory
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2 | Threshold - When a variant reaches the threshold quantity an Inventory Notification email will be sent to the intended recipient for the store. This email will notify the store inventory is low for the product variant. |
3 | Handling Cost - Amount used to cover the cost of storing and handling the product. This will only appear in reports and will not affect the sales price. |
4 | Bin Location - Location of the item in the warehouse. This will display on the Pick Ticket for the order. |
5 | Storefront Message - Enter a message that will be visible to customers on a given product’s page near the product price. If a storefront message is entered for an option combination, it will only display when that particular option combination is selected by the customer. |
6 |
Comment - You can add a note when making updates to the inventory. This note will display in the Log > Comments field. Ex: Qty of 5 was removed from the inventory because they were damaged. That can be noted in the comments fields when making the update to the inventory to reference at a later date. |
7 | Make sure you click the Update button to save changes. |
Updates to multiple product variants
You can choose to make updates to multiple product variants. You can do this by selecting the checkbox next to the variants you want to update.
Note any changes made in the Update popup will be made to all variants selected.
1 | Product Name & Variant - This selection will list all product names & variants you have selected to apply the changes to once completed. |
2 |
Inventory - Select whether you want to Set, Add, or Deduct inventory and then add the value in the field provided. Example - value added is 50
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3 | Handling Cost - Amount used to cover the cost of storing and handling the product. This will only appear in reports and will not affect the sales price. |
4 | Bin Location - Location of the item in the warehouse. This will display on the Pick Ticket for the order. |
5 | Make sure you click the Update button to save changes. |
Settings
Use this screen to associate a warehouse with the store and to choose advanced settings, manage notifications, backorders and more.
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 on 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 multiple recipients. |
4 | Impersonate the Inventory in Another Store - Disabled |
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.
You can also access the related Inventory Change Log report from this screen. This is a more detailed log of inventory changes that includes inventory adjustments from orders.
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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