Update Inventory (How-To)

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Update Inventory

This page is where you control inventory details for the location you are currently logged into. Only enabled items will be available on this page. See the below Field Guide for detailed explanations of each column header and field on this page.

  1. Navigate to Left-hand Navigation: Admin » Retail or Left-hand Navigation: Point of Sale » Items for Sale.

  2. Click Update Inventory and Print SKU Labels at the top of the page.



  3. On the Update Inventory page, you can search for items by typing the name or SKU (UPC) into the Search Item box at the top of the Item column, or by placing your cursor into that field and scanning the item's barcode. You can also filter by account code if preferred.



  4. View the current stock quantity and add new stock in the Amount to Add column. To add to the current stock, enter a positive number. To subtract from the current stock, enter a minus sign in front of the number to make it a negative.

  5. After making your updates, click the Update Inventory button at the bottom of the page.

  6. You will be prompted to print labels with a popup at the top of the screen. If you click okay then you will be forwarded to a screen with labels for each item you updated if it has an SKU plugged in.

    Please note that if you perform this action you will need to go back to click the Update Inventory button once more to save your changes.

 

Field Guide

Setting Description Helpful Hint
Item This is the item you are making available for sale.  
Location This is the location you are currently logged into.  
Amount to Add

To adjust stock, enter an amount in this box, then scroll down to click the Update Inventory button at the bottom of the page.

  • To Add - enter a positive number
  • To Subtract - enter a negative number
 You may have to refresh the page to see the updated current inventory amount.
Restock Threshold Enter a number to set the minimum amount to have on-hand. Once this number is hit, it will be time to restock. The new restock threshold you enter in this field is saved automatically, and you will see a success message in the lower left of your screen.
  • This threshold will be set by the location you are currently logged into.
  • There is currently no flagging that will happen when this threshold is met.
Restock Amount Enter a number to set the amount you would like to order once the restock threshold has been reached.

The new restock threshold you enter in this field is saved automatically, and you will see a success message in the lower left of your screen.

  • This restock amount will be set by the location you are currently logged into.
  • There is currently no flagging or automatic reordering, so your staff must do this manually.
Print # of Labels If you want to print labels (price stickers) upon saving, enter the number here.  

 

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