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Manage your retail inventory

This article outlines the optimal process for conducting a comprehensive inventory of all the stock in your shop.

Updated over a week ago

You can follow the full description here to create a Retail Product.

1. Where to check your retail products

Once your Retail products (with or without options) are created, you can consult them in 2 different tables.

  1. Products > Retail Products: List all items with general details.

  2. Catalogue > Retail Inventory: List all items with specific stock details.

2. Consult your Retail Inventory table

You can process your full stock Inventory via the Inventory table.

Catalogue > Retail Inventory.

You can create views to only see specific inventories:

  1. Filter following your personal criteria to ensure you are only considering the articles that you want to check (filter by Sales collection, Product name, etc).

  2. Filter per Modification date in order to ensure that you don’t check an article twice.

    1. Set up the filter → Modification date is before TODAY.

2.1 How to adjust the stock on the retail inventory page

  1. Consult each product/option by checking the available stock VS the real stock in the shop.

  2. You can adjust the stock according to the real stock in the column "Available"

    1. Add a message in case you know why a stock difference happened

    2. All these changes are recorded in the Retail Inventory dashboard & Retail order table.

The Purchase Price/Sales Price is pre-filled when adjusting the stock to record the change, using the Purchase Price for added stock and the Sales Price for removed stock). You can change this and put 0 → This price value will be used to compute your Stock value.

3. Process your inventory

  1. Catalogue > Retail Inventory.

  2. Click on Control your stock.

  3. A window will open allowing you to make an inventory of all your items.

  4. First step: Select the item you wish to check

    1. Vous pouvez chercher vos articles avec les informations suivantes (voir photo ci-dessous).

      1. Nom du produit/article

      2. Code barre

      3. SKU

    1. Click on the item line to select it.

    2. Once you have selected the item, click on Select quantity to continue to the next step.

  5. Second step: Adjusting stock quantities.

    1. Please enter here the quantity you have in stock in the section circled in red on the screenshot.

    2. You can also add a message stating the reason. This message will appear in the "Shop order" table in the "message" column.

    3. Click Next item to confirm your changes.

  6. Step 3: Continue or complete your inventory.

    1. You have just updated the stock of your first item. You now have 2 options:

      1. Repeat Step 1 to update another item.

      2. End inventory - To close this window.

4. Consult your manual stock movement

In the Retail order table, you can create views to track all Manual In & Manual Out stock movement by filtering.

  1. Create a view with Stock movement (Manual In & Manual out) which gives all the stock movement coming from the Inventory table (not from the POS or Online sales).

    1. Manual In: New products added to the stock.

    2. Manual out: Product removed from the stock.

  2. From there you can see all movement but also comments that were added.

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