Inventory
Tracking stock: stock levels, locations, and transfers between locations.
11 guides
11 of 11
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11- Adjusting stock by handCorrect a stock figure on the Inventory page, pick the right reason, and know when to receive or transfer stock instead of adjusting it.Video4 min
- Checking and correcting stock levelsFind any item on the Inventory page, correct a count with a reason, update many rows at once, and read the history of every change.Video5 min
- Checking what your stock is worthOpen the Inventory value report, read the total and the cost coverage, and learn where the unit cost behind the figure comes from.3 min
- Creating and receiving purchase ordersRaise a purchase order for a supplier, send it, then record the delivery so accepted units reach your stock and rejected ones are logged.Video4 min
- Importing and exporting stock with a CSVExport your stock to a spreadsheet, edit the On hand (new) column, and import it back to update many items at once.Video4 min
- Moving stock between locationsCreate a transfer, ship it, and receive it at the other end, so your stock figures stay right while goods are on the road.Video4 min
- Packing and shipping orders in batchesTurn a day's orders into a fulfilment batch, print the pick list, verify each unit by scanning, then buy labels for the whole run.Video5 min
- Picking orders and running cycle countsGive every item a bin, print bin-sorted pick lists for your orders, and check the shelf against your stock figures with a cycle count.Video4 min
- Setting reorder points and raising a purchase orderSet a reorder point and safety stock per item and location, get a daily digest of what is low, then turn the flagged items into a purchase order.Video4 min
- Setting up stock locationsAdd the warehouses, shops and third-party sites where you keep stock, choose your default location, and edit or delete one safely.Video3 min
- Understanding demand forecastsWhat velocity, days of stock, run-out dates and ABC grades mean on the Inventory Planning page, and how far to trust them.Video3 min