Inventory menu is used by vendors to manage product inventory including managing stock, adding stock adjustments, and managing product price.

Manage Stock

In the Manage Stock menu, vendors can create stock, update stock, and export all product stock data.

Create Stock

Creating a stock here means uploading the stock source for product inventory using a CSV file. CSV template is available by clicking on Download the Sample CSV link. The file should include these data:

Location Code: Warehouse/Store Location.
SKU: Stock Keeping Unit.
Total: Physical stock in the warehouse.
Buffer: Stock that will not be sold.

To add new stock to inventory, open the downloaded CSV in any supported application then add your data. Please note that this action requires a comma-separated value on the CSV file. The first row is the column/field name and below it are the product stock data.

For example:

Location Code,SKU,Total,Buffer
LOC2,ICUBE-BEI01,100,0

To create stock:
1. Go to Inventory > Manage Stock, click on Create Stock button.

2. Select the file you want to upload by clicking Choose File button and click Submit button to upload.

Update Stock

You can update the existing stock by uploading a CSV file containing the data you want to update. There are 2 types of CSV templates:

Total Quantity Sample CSV: This template includes the ‘Total’ column as total quantity, used if you want to update the total quantity of stock in the warehouse. Updating stock using this template will not affect reserved stock (Qty Reserved) in the system, only replacing the current Qty Total. Here’s the example:

Saleable Quantity Sample CSV: This template includes the ‘Saleable’ column as saleable quantity, used if you want to update the quantity of stock that can be purchased. Use this template if you’ve considered reserved stock (Qty Reserved) in the system. This update will not only replace Qty Saleable with the submitted data but also update Qty Total (Qty Reserved + Qty Saleable). Here’s the example:

Here is the steps for updating the stock:

1. Go to Inventory > Manage Stock, and click on the Update Stock button.

2. Choose the CSV file and click the Submit button to upload.

3. Please wait for the process to finish. The product inventory table will be updated shortly after the process is completed.

Export Stock

This feature is used if you want to export all stock data in a specific location into a CSV file. To export stock:

1. Click on the Export button on the Manage Stock page.

2. Select which warehouse/location to export its stock data. Click the Submit button to start exporting. The CSV file will be downloaded automatically to your computer.

Stock Adjustment

Stock adjustment is a menu to adjust current stock in a specific location. You can add >1 product that you want to adjust the stock. Or for a large number of products, please use a CSV file to upload.

To add a stock adjustment:
1. Go to Inventory > Stock Adjustment, and click on the Add Stock Adjustment button.

2. Choose warehouse/store location in the Location field.

3. Click on Upload Products button to upload data using a CSV file. Template for CSV is available on Download the Sample CSV link.

Required data on CSV file:

SKU: Stock Keeping Unit of the product.
Qty: New quantity submitted.

Open the downloaded template using any supported application and add your data as needed. Please note that only comma-separated values are used for this file format. For example:

sku,adj_qty
001001CC,10
001011CC,20

4. Then select the CSV file you have edited before by clicking the Choose File button and click the Submit button to save.

5. To add products manually, click on the Add Product button. Choose the product's SKU and add the new quantity.

6. Click the Submit button to save data only or click Submit and Apply to save and apply submitted data as current stock.

Manage Price

This menu is used to manage prices and special prices for specific products. Special price applies within a certain date range. So if the order is placed outside of that date range, the original price will apply.

Upload Price

To upload a new price & special price using CSV file, here are the steps:

1. Go to Inventory > Manage Price, and click on the Upload Price button.

2. Click on Download the Sample CSV link to download the template.

3. Open the downloaded data on any supported application then add your data as needed.

Here is the required data on the CSV file:

Location code: Warehouse/store location of the product.
Company code: Company code where the product is located. For the code list, please refer to the Masters > Company menu.
SKU: Stock Keeping Unit of the product.
Price: Original price of the product.
Special price: Special price that applies in a specific range date.
Special from date: Start date for the special price.
Special to date: End date for the special price.

Please note that only comma-separated values are used for this file format. For example:

loc_code,sku,price,special_price,special_from_date,special_to_date,channel_code
LOC1,SKU1,10000,9900,20200701,20200720,SWI

4. Then select the CSV file you have edited before by clicking the Choose File button and clicking the Submit button to save.

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