1. Consult the stock of a warehouse
To view stock information for a warehouse, follow these steps:
Under Stores, click "Manage"
Click on the store you want to consult
In the "Summary" tab, display the basic information:
Information : address, city, country, email, telephone, and warehouse code
Total Products : the total number of products in the warehouse
Total Units : The number of product units in the warehouse
Stock : graph with information on the amount of stock throughout the year
Location : map with the exact location of the warehouse
In the "Products" tab, view stock information by product type:
Also in the "Products" tab, you can use the "Filters" to view in detail the characteristics of the products in your store:
Created: the date the product was created on the platform (Last week, Last 30 days, Current month or Current year)
Stock: product availability
Stock alarm: the presence of a stock alarm active
Tracking: on type of product, that is, single, with variants, with lots, with serial numbers, or pack of products
Product Categories: The groups of characteristics that allow you to organize and filter your products. For example, the category material with values such as cotton and linen
Group of variants: the variant groups that you have created. For example, size or color
Subtotal: the sales price without tax (or tax base). You can choose between: Greater than, Less than, or Equal to the indicated amount
Cost: the purchase price without tax
Archived: the archived status
2. Export stock from a warehouse
Go to Inventory > Dashboard control , and under Stores, click "Manage"
Click on the store you want to consult
Within the store tab, go to the "Products" tab
Click on the three dots button, and choose whether you want to export the stock in Excel or PDF:
3. Choose your main warehouse
Go to Inventory > Dashboard control , and under Stores, click "Manage"
Click on the store you want to consult
Inside the store tab, click "Edit"
In the popup panel, check the "Mark as primary store" box:
Hit the "Save" button
4. Choose the default store for a product
Go to Inventory > Products
In the listing, click "New Product"
Under "Stock management", check the "Manage stock" box
In the dropdown, choose the desired warehouse:
Fill in the rest of the fields and click "Save"
Change the default store for a product:
Go to Inventory > Products
In the product line, click the three-dot button and select "Edit"
Under "Stock management", choose the desired warehouse
Hit "Save"
✨ To choose the default warehouse for your products or documents, you must first have created an additional one to the one that comes standard in your account
5. Choosing the store for a document
The documents for which you can specify the warehouse are: sales invoices, sales orders, purchase orders, waybills:
Create a new document or choose one of the documents mentioned above in the list of the corresponding section
In the document line, click the three dots button and select "Edit"
In the document tab, click the "Options" button at the top right, and the corresponding tab will open
Under "Origin", click the dropdown and choose a store
Close the Options tab and click "Save" on the document tab
6. Delete a store
Under Stores, click "Manage"
Click on the store you want to remove
Inside the store tab, click "Edit"
Hit the "Delete" button:
☝🏼 Remember that a warehouse that is marked as main cannot be deleted, nor can one that contains product units housed in it
💎 Remember that to use Stores and their functionalities, you need to activate the Inventory gem