Stock Movements

< DOCUMENTATION CONTENTS  All Stock Movements (receipts, dispatches, transfers etc…) are captured for movements completed on both the web dashboard and mobile app. Stock Movements can be viewed in the MOVEMENTS tab. This data can be downloaded by clicking the download button in the top right of the table. This process is the same as downloading your …

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Update Profile / Reset Password

< DOCUMENTATION CONTENTS  You can update your profile and reset your password by click the person icon in the top right of the screen, to the right of the logout button Here you can Change your Name on the account Change your current password

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Deleting Products

These steps are required if you want to remove a product from a location If you want keep the product and simply reduce the stock on hand to zero, then use the ‘Cycle Count’ guide instead. Steps To delete a product, find the product and location in the VIEW INVENTORY tab table. You can search …

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FAQ

Do I have to add my products or stock one by one? No, you can use the CSV bulk import. Just log-in and go to the IMPORT DATA tab. Here you can also find the ‘templates’ to use to format your data correctly   What if my warehouse/shop doesn’t have bin-locations, how do I load …

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Viewing and Exporting Data

< DOCUMENTATION CONTENTS  Below are the steps to both View your Inventory data and Export it into a CSV VIEW DATA The Main table under VIEW INVENTORY lists all your products by location. You can also search this table but entering the location or barcode number in the search field above the table and clicking Search. Click Reset to remove …

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Adding Products and Attributes

< DOCUMENTATION CONTENTS  The instructions for adding New Products or Attributes are below. Steps In the PRODUCTS tab you can Add new product or Edit Existing. ADD NEW Note: You can bulk upload product data. See the Import Data Guide for this process To Add new ones. Click the Add New Tab Enter the Barcode Number for …

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Using Locations (BIN or Warehouse)

< DOCUMENTATION CONTENTS  Locations are normally bin-locations or storage locations without your warehouse or shop. Although you can also use location to represent your multiple warehouses or stores. e.g. Store 1, Store 2, Store 3 etc…Essentially, they are flexible and how you use them depend on how you wish to organize your stock. Tip: If …

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Cycle Counts (Stock Adjustments)

< DOCUMENTATION CONTENTS  The instructions for Adjusting stock levels are below. (For instructions on adjusting stock using the Mobile App, please see the Mobile App Section) Steps To adjust the stock level for a product, find the product and location in the VIEW INVENTORY tab table. You can search by location or barocde/sku in the …

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Stock Transfers

< DOCUMENTATION CONTENTS  The instructions for Stock Transfer stock are below. (For instructions on Stock Transfers stock using the Mobile App, please see the Mobile App Section) These steps cover moving stock from bin-location in your warehouse to another Steps Firstly Select the From Location for the product you with to transfer from the first drop down. …

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Dispatching Stock

< DOCUMENTATION CONTENTS  The instructions for Dispatching stock are below. (For instructions on Dispatching stock using the Mobile App, please see the Mobile App Section) Steps Firstly, Select the Barcode Number or SKU Number of the item you with to dispatch from the first drop down.  Once selected, a popup on the right will show …

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