• Stock Qty refers to the total amount of stock in a location.
  • Available Qty refers to the stock quantity minus the number waiting for dispatch (e.g. from online ordering).
  • Click the arrow button (^) to the left of a product to view its quantity in each location

Note: Only items that you have marked as stock items (Products > Product Details > Stock Management) will appear on the Stock Level page.

Stock Details

To view and manage a single product's stock information, click the Edit (pencil) button to the right of a product in the Stock Management page.

This will take you to the Stock Details page.

Export Stock Information

To export the stock information, click Export in the Stock Management page to download a CSV file.

Bulk Import Stock

Import stock numbers in bulk either by performing a Bulk Stock In or a Bulk Stocktake Import.

Bulk Stock In (adds to existing stock numbers)

  1. Create a CSV file
  2. Enter the headers in the first row: "Product Code" and "StockIn"
  3. Enter the corresponding stock data in the rows underneath

4. Save as a CSV file (.csv)
5. Go to POS Settings > Bulk Import
6. Import the CSV file as a Product file

Bulk Stocktake Import (replaces existing stock numbers)

  1. Create a CSV file
  2. Enter the header in the first row: "Product Name", "Product Code", "Location", "Stock Quantity", "Available Quantity", "Total Stock Quantity", "Total Available Quantity".
  3. Enter the corresponding stock data in the rows underneath
  4. Save as a CSV file (.csv)

5. Go to Stock Management > Stock Level
6. Click Stocktake Import

7. Select the CSV file.

Create Low Stock Purchase Orders

  1. Click Low Stock Purchase Order.

2. An ordering form will appear, with the quantity needed to make each product reach its safety stock level. It will also consider the minimum order quantity.
3. If you wish to order more than the minimum needed to reach safety stock, you may change the quantity for any stock product.

4. Click Submit.
5. Review the order. Click Submit.

5. A new Purchase Order will be created (Purchase > Purchase Order) for each supplier with their corresponding products.

See also:

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