How to View and Manage Current Inventory
Managing and understanding your current inventory is essential for tracking stock levels and making informed decisions. Here's a simple guide to help you view and manage inventory effectively:
Step 1: Log into the System
Log in to your account using your credentials.
Navigate to the "Price Book" option in the left-hand menu. Click on it to reveal a dropdown.
Step 2: Search or Filter Inventory Items
Use the Search Bar to quickly find specific items by name, SKU, or category.
If you have multiple stores (e.g., four or more), click Show Pricing to view inventory details for each store.
Step 3: Check Current Inventory Details
Once you locate the item, you can directly view:
The Current Inventory Value for that item in your store.
Stock levels across different stores (if applicable).
Step 4: Analyze Inventory Depletion Over Time
To see how inventory has changed over time, click Edit for the selected item.
Scroll down to the Date Range section.
Select a start and end date to view:
Total Sales for the item during that period.
Total Purchases and other relevant data reflecting stock depletion.
Step 5: Update Inventory as Needed
Updating inventory can be done from 3 places.
Method 1: Updating Inventory via Stock Transactions Page
Go to the Stock Transactions page.
Locate the item whose inventory needs updating.
Enter the new inventory quantity.
Save the changes to apply the update.
Method 2: Updating Inventory from the Item Details Page
Go to the Item Details page.
Under the Store Pricing section, find the Current Inventory column for the relevant store.
Update the inventory quantity as needed.
Save the changes to confirm the update.
Method 3: Bulk Updating Inventory from Manage Items Page
Open the Manage Items page.
Click on Bulk update.
Then select Current inventory from dropdown of Update data.
Select all the items that need an inventory update.
Click on Update Inventory.
Enter the new inventory quantity for the selected items.
Confirm and save the updates.
Related Articles
Managing Parent-Child Relationships in Inventory Management
Parent-child relationships in inventory management are essential for maintaining an accurate overview of stock. These relationships link items (like cartons and packs) to ensure proper tracking and depletion of inventory. Without such relationships, ...How to Add Stock Transactions for Inventory Management
The Stock Transaction feature helps you efficiently manage and track inventory changes, including physical counts, adjustments, transfers, spoilage, and internal usage. Steps to Add Stock Transactions: 1. Access the Manage Items Page Log in to your ...How to Add Stock Transactions for Inventory Management?
The "Stock Transaction" feature enables meticulous management and monitoring of inventory changes, catering to a variety of stock movements such as physical counts, adjustments, transfers, spoilage, and internal usage. Process for Adding Stock ...Performing Bulk Updates in the Price Book
The Bulk Update feature in the Price Book is designed to simplify the process of simultaneously modifying various parameters for multiple products. This function allows businesses to efficiently manage their inventory and pricing by enabling bulk ...Advanced Search Filters in the Price Book
The Advanced Search feature makes managing your price book more efficient by allowing you to search for items with detailed filters. With options to filter by department, store location, vendor, price group, selling prices, and product attributes, ...