Add / Update Inventory Items

Add Inventory Batches

This module allows you to add inventory for products in your system. You can create as many batches as required from this module.


1. From the Homepage, click on  Inventory.

2. Click on Add Inventory/Pricing Detail > Add Inventory Batches.

3. Enter a product name or select from the drop-down list.

The following details get displayed:

  1. Displays the product name that is registered in your system. To remove the product, click on the cross.
  2. Enables you to change the outlet from which you want to update your inventory.
  3. Enables you to enter the quantity for the new batch.
  4. Enables you to enter the MRP of that product.
  5. Enables you to enter the Selling Price of that product.
  6. Enables you to enter the Cost Price of that product.
  7. Enables you to manually enter the barcode value for the product or you can even automatically generate a barcode number.
  8. Enables you to add the date of manufacture or expiry date.

 

4. Click on Add Inventory once you have made the necessary changes.

The Inventory for that product gets updated.


Note

You can add inventory details for multiple products simultaneously.


Please Note
This feature is currently unavailable on mobile. You can add inventory batches through the web.

Bulk Inventory Update

This functionality allows you to update your inventory in bulk/large quantities at one time.


1. From the Homepage, click on  Inventory.

2. Click on Add Inventory/Pricing Detail > Bulk Add – Edit Inventory



You will see the following options.

  • Bulk Add New Inventory: This option allows you to add new inventory to your database.
  • Bulk Update Existing Inventory: This functionality allows you to update your existing inventory. Using this, you need to export your current inventory list, update the quantity to the new one, and import the file back into your system.

Bulk Add New Inventory

1. On clicking Bulk Add New Inventory, the following pop-up will be displayed. Click on the Export Product list (.xlsx) to download the report and export the current inventory.

2. Click on Download File from the Export-Import modal window to add inventory details of products.

3. Click on Choose File and select the file from your computer. Click on Upload File to complete the process.

4. An Export-Import Inventory History window gets displayed. If the upload is unsuccessful then you can click on the error.txt file to check the cause of the error. Rectify the error in your excel file and again click on Bulk Add New Inventory > Choose File > Upload File to complete the process.

Once the upload is shown as successful then the inventory details get added into the system.

Bulk Update Existing Inventory

1. On clicking Bulk Update Existing Inventory, the following pop-up will be displayed. Click on the Export Inventory file (.xlsx) to download the report and export the current inventory.

2. Click on Download File from the Export-Import modal window to add inventory details of products.

3. By downloading this sheet you can batch-wise update existing inventory details of products already registered into the system.

4. Click on Choose File and select the file from your computer. Click on Upload File to complete the process.

5. An Export-Import Inventory History window gets displayed. If the upload is unsuccessful then you can click on the error.txt file to check the cause of the error. Rectify the error in your inventory file and click on Bulk Update Existing Inventory > Choose File > Upload File to complete the process.

Once the upload is shown as successful then the inventory details get updated into the system.


Please Note
This feature is currently unavailable on mobile.
You can update your inventory in bulk only from a computer.

Return From Customer

The Return from Customer allows you to add inventory by processing return orders. A return order is when a customer returns products bought from your store.


1. From the Homepage, click on Inventory.

2. Click on Add Inventory/Pricing Detail > Return From Customer.

3. Enter the Sales order number or the customer’s mobile number. Select the order from the list of orders displayed.

4. Enter the number of returned products in the Returned column. The Available column displays the number of products that are in stock and can be returned.


Note
You cannot return items more than the available item.

5. In the Inventory Action column, you can choose whether the returned item should be restocked or discarded as damaged goods.


Important Note
If the returned item is selected as Damaged Goods, the inventory will not get updated for that product.

6. If tax has been applied on the product, then while returning the product the tax amount is added with the refund amount by default.

7. After making necessary changes, click on Return From Customer > enter the Cancellation Charges if necessary > Click on Confirm Refund.

8. Select the mode of payment to make the refund.

9. Click on Complete Refund to complete the process.

A confirmation window appears describing the refund to be successful.


Please Note
This feature is currently unavailable on mobile.
You can process return orders only from a computer.

Lost Goods & Stock Adjustments

The Lost Goods or Stock Adjustment module can be used to deduct your inventory in case some products were lost from your store, or in case you need to adjust stock due to various reasons.


1. From the Homepage, click on Inventory.

2. From the Inventory landing page, click on Deduct Inventory > Lost Goods and Stock Adjustment.

3. Type a Product name and its batch details appear.

4. In case you want to deduct inventory for goods that were lost, enter the quantity in the Lost Goods field for the required batch, or if you want to deduct inventory due to some adjustment in the stock, enter the quantity in the Stock Adjustment field for the required batch.

5. Click on Deduct Inventory to save the changes made.


Please Note
This feature is currently unavailable on mobile.
You can adjust lost goods only from a computer.

View All Inventory Items

This button allows you to view your entire inventory from one single location. In addition, you can selectively view products that have already expired or are about to expire. Random checks on your inventory can also be carried out, in addition to the printing barcodes to be used on products.


1. From the Homepage, click on Inventory.

2. From the Inventory landing page, click on Manage InventoryView All Inventory.

A list of Products gets displayed. It is divided into two sections:

  • Product Wise: It lists the products that you intend to sell to the customer.
  • Batch Wise: It lists the batches of each product that arrive at your store. It proves to be useful during bulk updating of products.

 

You can search the products by their name, barcode, or by their SKU ID.

3. Click on View Inventory Transactions to view the stock flow of your products.

From the following page, you can see how many products have either been sold online, added to a batch, or their stock being brought forward.

What do you mean by Stock Brought Forward?

It is a process of bringing a previously calculated stock value into the current Stock Summary.

For example if you have a product having an instock quantity of 10 in the month of April and you are calculating the total stock for that product in the month of May. The system will simply push forward those 10 instock product from the previous month into the month of May in order to process the total stock quantity for that product easily.

4. Click on Add if you want to add new batches for a particular product. Fill in the details and click on Save.

5. Click on Edit if you want to edit existing batches for a particular product.

On clicking Edit, an Edit Inventory modal window appears. Since it is an existing batch the details are already prefilled. Click on Save after editing the details.


Note

You can also edit stock by clicking on View Batch Details on the Inventory detail page.

6. Click on Select Batch if you want to view inventory details for specific batches.

7. Click on the date drop-down list to view your stock summary during a particular period.


What is the difference between “View All Inventory” and “Stock Audit”?

View All: In this section you can view all the products stored in your stocks. Even out of stock products are displayed in this section. The total quantity of each product is also displayed in this section.

Stock Audit: In this section you can view all the products currently existing in your stock along with the quantity of each product. Out of stock products are not displayed in this section.

1. From the Homepage, tap on Inventory.

2. From the Inventory landing page, tap on View All.

3. A list of Products gets displayed. You can view the page into two sections:

Product Wise: It lists the products that you intend to sell to the customer.

Batch Wise: It lists the batches of each product that arrive at your store. It proves to be useful during bulk updating of products.

4. Tap on Filter to view the products as per their branding, manufacturer, or their product status.

5. Select the products as per their brand, manufacturer, or product status and tap on Apply.

The products get displayed as shown below.

6. If you want to arrange the products alphabetically, tap on Sort.

7. To view a product’s Inventory Details, select a product.

8. To view its batches, tap on the Batch filter icon.

The batch details of the product get displayed.

Return to Supplier

The Return to Supplier module can be used to deduct your inventory in case goods were returned to the supplier. This may happen in case the wrong products were sent, or for any other reason.


1. From the Homepage, click on Inventory.

2. From the Inventory landing page, click on Deduct Inventory > Return To Supplier.

3. To return goods to a particular supplier, enter either the purchase order number, invoice number, or the supplier’s name.

4. If you have entered a supplier’s name, a list of purchase invoices for that supplier gets displayed. Select a purchase invoice for the products that you intend to return and click on Select PO.

5. Enter the number of goods that you are returning in the Return field. Its Net Refund Amount will be displayed depending on the number of goods that you are returning.


Note
You cannot return goods more than the available quantity.

6. Click on Return To Supplier to complete the process.


Please Note
This feature is currently unavailable on mobile. You can deduct your inventory only from the computer.

Pending Purchase Order

This module displays a list of all POs that have been created and placed with the supplier, but the goods have not yet been delivered by the supplier. By default, these will first display those POs whose delivery dates are nearing or have crossed the expected date. To know more about Pending Purchase Order, click here.

Add Purchase Order

A Purchase Order is a buyer-generated document indicating an offer to buy products. It includes all the important details like Supplier’s details, quantity purchased, delivery and payment details, etc. On the creation of a purchase order, a notification is sent to the Supplier, informing him of all the details of the purchase. To know more about Adding Purchase Order, click here

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5 thoughts on “Add / Update Inventory Items”

  1. how to update inventory in bulk | how to bulk update product stock levels ~ #bulkinventoryupdate

  2. how to record a sales return | how to adjust customer returns | how to account for goods return under gst ~ #returnfromcustomer

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