*Note: Only employees who have permission to manage inventory will be able to do so.
To add or adjust inventory, navigate to “Products” and select “Inventory". If you have access to a single location, the products for that location will load automatically after you select the Inventory tab from the navigation menu. If you have access to two or more locations, no location will be selected when you enter the Inventory tab.
Select one or more locations in the top left-hand corner of the screen. You will only see locations you have access to in the dropdown menu.
Please note that if you would like to save your location selection for future use, you can bookmark the page or copy the link after your location selection is complete.
From here, a list of products sold at the locations you selected will appear. Click anywhere on a Product’s row to expose a Product’s Variants. Products are listed in alphabetical order and you can click through the pages at the bottom of the screen to easily navigate to products. If you’re looking for a particular product, use the search bar in the top right to identify it.
Please note that if “Track Inventory” is not selected for a Product Variant, the Variant will not appear in the list. If none of a Product’s Variants are selected, the Product will not appear in the list. If you have multiple locations selected and inventory is tracked at some locations but not others, “--” will indicate that inventory is not tracked for the Variant at a particular location.
You’ll notice that each variant name is a hyperlink. Select it to navigate to the Product Variant’s configuration page and learn more.
Within the Product Variant’s row on the inventory tab, you will see the variant’s Vendor, SKU, and Barcode. You must navigate to the Product Variant’s configuration page (see hyperlink) to update these. After the Barcode column, you will see one inventory column for each location you selected (e.g. “Capitol Hill Inventory”). From here you can see the total inventory on hand for the Product Variant at each location.
Editing / Managing Inventory:
Click on one of the inventory cells to edit the inventory level for a specific Product Variant for a specific location. You can type a number or use the upward or downward arrow to add or deduct inventory.
Navigate to the next cell by clicking on it or using your keyboard arrows.
The number entered should reflect the amount of inventory you want to add or subtract, not the new total inventory quantity.
Example: You have 5 v-neck shirts in inventory now, you want to set your new inventory to 20, the number you should enter is 15.
It’s important to note that you are not able to edit the total inventory level to go below 0.
Once you enter the inventory quantity, you will be prompted to select an optional reason for the change by expanding the dropdown that appears under the cell.
Positive changes will prompt the following reasons: Found, Purchase, Transfer, or Shipping Discrepancy
Negative changes will prompt the following reasons: Damaged, Shrink, Internal Use, Transfer, or Shipping Discrepancy
Once you have made all the appropriate changes click “Save Changes”.
