Stocked products get stock items, and online orders move stock
What moves
A product marked as stock-tracked gets a stock item per live variant in Inventory; the shop and the catalogue show availability from Inventory; and, when Sales Orders is not in your plan, an online order takes stock off the shelf and a cancelled one puts it back.
Before you start
- Inventory and Products & Online Store both in your plan
- Track inventory switched on for the product
- A unit of measure for the item (one is created if none exists)
- Products & Online Store and Inventory in your plan
- The product is marked to track stock
Step by step
- Catalogue managerProducts & Online Store
Turns on Track inventory for a product, or imports products with a Track stock column.
You see:The catalogue announces the product with its variants.
Creates the stock item with the product code as SKU, and one item per live variant when there are several.
You see:The item takes its sales price from the product.
- SystemProducts & Online Store
Is told which item stocks the product and stamps it on the product.
You see:The product page's Stock section shows on hand, reserved and available.
- Warehouse userInventory, Purchasing & Warehousing
Receives stock for the item.
You see:Availability rises for the product and each variant.
- Online shopperProducts & Online Store
Pays for an order.
You see:If Sales Orders is not in the plan, inventory takes the goods off the shelf; if it is, Sales Orders reserves and ships them.
- Catalogue managerProducts & Online Store
Archives the product.
You see:Its stock items are deactivated; stock history is kept.
Related
- Products & Online Store
- Inventory, Purchasing & Warehousing
- Subscription plans sell products from the catalogue
- Taxes created in Accounting appear on products
- The Copilot reads and runs the catalogue and the shop
- With Sales Orders, the warehouse ships the online order
- A price the catalogue manager changes shows up on the seller's next quote
- Connections between modules