Inventory

    If your physical inventory does not match the inventory that appears in your account and you would like to manually update the inventory in your system, follow these steps:

    1. From the Products menu, select Product List.

    2. From Tasks drop-down menu, click Recount.

    Recount_Inventory_1.png

    3. In the Recount Qty field, enter the new quantity for the desired product.

    Recount_Inventory_2.png

    The Variance column displays the difference between the Current Qty and the Recount Qty.

    To add items to your inventory, follow these steps:

    1. From the Products menu, select Product List.

    2. From the Tasks drop-down menu, click Add Stock

    Add_Stock_1.png

    3. In the Incoming Qty field, enter the number of items that you would like to add to your inventory.

    Add_Stock_2.png

    4. Click Update Stock.

    If you are tracking a product's inventory, you can set an alert to notify you when the inventory is running low. Before you can set the alert, you must first enter the product's inventory so that it will be tracked. See Tracking a Product's Inventory.

    To set an alert, follow these steps:

    1. On the Products page, hover your mouse over the product name until the icons appear to the right.

    Alert_1.png

    2. Click the Alert (bell) icon.

    3. Enter the quantity that this item will reach before you are notified.

    Alert_2.png

    4. Click Save.

    NOTE: When the inventory for a tracked item falls below the threshold that you set for the alert, the item will appear in the Critical Inventory Report and in the Critical Inventory section on your Dashboard. You will also see a warning on the Product Lists page. Also note that the Critical Inventory widget will only display if inventory is being tracked.

    With the Inventory feature, you are able to track your product inventory and set up alerts so you know when inventory is running low. First, follow the steps below to enter a quantity for the product to allow for inventory tracking, then you can set an alert using the steps in Setting Alert for Low Inventory.

    To set up a product for inventory tracking, follow these steps:

    1. From the Products menu, select Product List.

    NOTE: If you wish to add a new product, click Add Product and follow the steps in Adding Products.

    2. Click on the Quantity amount and a box appears, allowing you to enter or edit the quantity.

    If you enter the quantity for a product, the item will automatically be tracked in inventory.

    Product_Inventory_1.png

    3. Enter the initial quantity in stock and click the check mark icon. If you wish to cancel out of this screen, click the Xicon.

    4. If you hover your mouse over the product name, you will see two icons appear to the right of the Price column.

     - Edit Icon—update product settings

     - Alert Icon—set up alerts to notify you when the inventory runs low

    Product_Inventory_2.png

    NOTE: To stop inventory tracking of an item, change the quantity of the item to 0.

    If you need to add stock to your inventory, see Adding Stock.

    If you need to manually update your inventory, see Recounting Inventory.