MAGENTO 1 INVENTORY MANAGEMENT Rebuilt · Magento 1 Inventory Management Rebuilt – version 1.1.0...
Transcript of MAGENTO 1 INVENTORY MANAGEMENT Rebuilt · Magento 1 Inventory Management Rebuilt – version 1.1.0...
MAGENTO 1
INVENTORY MANAGEMENT
Rebuilt
(Version 1.1.0)
USER GUIDE
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Confidential Information Notice Copyright 2017. All Rights Reserved. Any unauthorized reproduction of this document is prohibited. This document and the information it contains constitute a trade secret of Magestore and may not be reproduced or disclosed to non-authorized users without the prior written permission from Magestore. Permitted reproductions, in whole or in part, shall bear this notice.
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Table of content
I. INTRODUCTION ............................................................................. 3
II. TERMINOLOGIES & PRINCIPLES .................................................. 8
III. HOW TO CONFIGURE ................................................................ 12
1. Stock Listing ........................................................................... 12
1.1. Stock in Warehouse ................................................................ 12
1.2. Non-warehouse Products ...................................................... 14
1.3. Warehouses ............................................................................. 15
2. Stock Control ........................................................................... 20
2.1. New Stock Adjustment and Stock Adjustment History ...... 20
2.2. New Stocktaking and Stocktaking History............................ 23
2.3. Stock Movement History ........................................................ 26
3. Prediction ............................................................................... 26
3.1. Supply Needs (FEATURED) ..................................................... 26
3.2. Low Stock Rules & Low Stock Notification ........................... 28
4. Stock Transfer & Stock Transfer History ............................ 31
4.1. Stock Transfer .......................................................................... 31
4.2. Stock Transfer History ............................................................ 38
IV. SETTINGS .................................................................................... 38
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I. INTRODUCTION
Inventory cost is generally between 20% and 30% of the cost to purchase inventory
(investopia.com). For many SMEs, this is counted as the major expense whether having
online stores or not. As the result, it is vital to have an effective inventory management
strategy for saving costs & gaining profits.
The rebuilt Inventory Management for Magento 1 has been released to replace the
former one. No more complicated pricing plan, the rebuilt version includes mainly features
of the Professional edition (in old Inventory Management) as well as new additional
features.
Together with Magento 1 upcoming extensions: Barcode Management, Purchase
Management, Order Fulfillment, Dropship & Reports, Inventory Management rebuilt is
the critical element in Order Success combo. Everything in stock is under control, plus,
all operations such as add, adjust, transfer stocks are simplified to be completed within
the shortest of time!
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Outstanding Features
Newly Improved Interface
Optimize UI/UX design
Automatically run data convert from Magento to IM for the first time installing
Stock Listing Management
Manage all products in 1 single grid with 3 types of quantity: Qty. in warehouse,
Available Qty. & Qty. to ship
Allow to edit in-line Qty. of products in each warehouse (Pro Feature)
Allow to edit in-line Shelf Location of products in each warehouse (Pro Feature)
Create unlimited warehouses according to your physical warehouses or physical
stores (Pro Feature)
Show Qty of products & total SKUs of each warehouse (Pro Feature)
Allow to choose a warehouse view to filter inventory product data by warehouse
(Pro Feature)
Manage products and their Qty. in each warehouse
Manage Qty. of configurable, bundle and grouped products by their individual
option or component (as simple products)
Manage composite products (configurable, bundle & grouped) in warehouse (New)
Manage non-warehouse products (New)
Display data about sales, best sellers & on-hand stock on each warehouse's
dashboard (Pro Feature)
Support to add products to warehouse when using importing products feature of
Magento core
Implement the export warehouse stocks feature (New)
Manage & check permissions of different admin accounts per warehouse
Allow to assign multiple Magento store views to one warehouse, then filter
products & stocks on Magento front stores by linked warehouse (New)
Adjust Stock & View Stock History
Update Qty. of products in mass & keep track of them via stock adjustment
records
Can view & filter stock adjustments on 1 single grid
Can quickly update Qty. of products in warehouse right on the stock listing grid
Check admin permission when adjusting stock
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Require reason(s) when adjusting stock
Can import products list via CSV file or choose products manually to adjust stock
Can save stock adjustments in Pending status before changing Qty. of products
Can save & confirm stock adjustments instantly
Record history of all stock adjustments with Qty. before and after being adjusted
Stock Taking With Ease
Can view & filter stocktaking history on 1 single grid with created date, warehouse,
status
Separate the stock taking activity into 5 clear steps: general information, prepare
products, stock counting, complete data entry & complete stock taking (New)
Record & submit counted physical Qty. in warehouses for manager's approval
Check admin permission to create/edit stocktakes
Require reason(s) for stocktaking
Allow to import counted Qty. by using CSV file
Able to re-entry data after completed data entry (New)
Able to download the difference list after completed stock-taking (New)
Can create a new stock adjustment to correct qty in warehouse of products
Stock Movement Management
Record all stock movements and changed Qty. of each SKU in each warehouse
(Advanced)
Provide tracking URL to view history of each stock movement activity, such as:
adjust stock, transfer stock, sales shipment, credit memo, etc (New)
Transfer Stock Management
Able to send stock from a warehouse and automatically subtract its Qty. (Pro
Feature)
Able to receive stock for a warehouse and automatically increase its Qty. (Pro
Feature)
Conveniently import a list of products & Qty. by CSV files when sending/requesting
stock (Pro Feature)
Allow to transfer composite products (configurable, bundle & grouped) to other
warehouses (New)
Require reason(s) to send & request stock (Pro Feature)
Separate the delivery stock and receiving stock activities (New)
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Allow to direct transfer stocks (New)
Validate admin permission when creating stock receipt & stock sending (Pro
Feature)
Automatically send notification email to admin users after stock receipt/sending is
created (Pro Feature)
Allow to transfer stock from/to external location (New)
Providing stock sending history, stock request history (Pro Feature)
Stock Prediction & Low Stock Notification (Featured)
Allow to create unlimited rules to generate the low stock notifications (New)
Show low stock notifications for warehouses or/and the whole system on the
Inventory Management panel
Automatically send emails to notify warehouse managers about low stock products
Filter all products in low stock level when clicking on the notifications
Allow setting the threshold Qty. of specific products to get low stock notifications
Use Cron Jobs to automatically update low stock notifications on schedule
Allow settings specific time(s) to get low stock notifications
Able to get frequent updates on daily/monthly basis
Record all low stock notification logs to review details later
Predict supply needs of products for a specific future period
Filter supply needs by warehouse and supplier
Sales Order Process
Allow setting a default warehouse to temporarily subtract stock allocating in sales
orders (Pro Feature)
Allow to choose which warehouses to ship products when creating shipments for
sales orders (Pro Feature)
Suggest to create new stock request of lack items in need-to-ship order (New)
Allow to view shipped warehouse in shipment (Pro Feature)
Allow to choose which warehouses to return items when creating credit memo for
sales orders (Pro Feature)
Auto create a stock adjustment if refund item without return to stock (New)
Can view returned warehouse in credit memo (New)
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Additional Integration
Provide APIs to integrate with external systems (get & update stocks in
warehouses) (New)
Integrate with Rebuilt Web POS for Magento 1
Others
Support multi-currencies and multi-languages (Hot)
100% Open source
License Certificate valid for 1 live Magento installation and unlimited test Magento
installations (No license key required)
Easy to install and configure
User-friendly interface
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II. TERMINOLOGIES & PRINCIPLES
Terminology Description Reference
Quantity in
warehouse(s)
The real quantity of a product in the physical
warehouse. It equals the sum of Available Qty and Qty
to Ship
1.1. Stock in
Warehouse
Available
Quantity
The quantity of each product which shows up in Virtual
Catalog (front store). It’s also the quantity remaining
that are available to be sold
1.1. Stock in
Warehouse
Quantity to
Ship
The number of items has been ordered but not been
shipped yet. This number will be returned to Avail Qty
& Qty in Warehouse(s) if the shipment is cancelled
1.1. Stock in
Warehouse
Shelf Location Insert the detailed area in the shelf where the product
is located. This is how you can support your staff in
finding the product efficiently in the physical
warehouse
1.3. Warehouses
Warehouse A “warehouse” in Inventory Management represents
for a physical place where you keep your stock. Stocks
can be moved between warehouses, purchased for a
Warehouse and shipped from a Warehouse.
Employees (with different admin accounts) can be
restricted to handling only warehouse(s) with which
they work
1.3. Warehouses
Primary
Warehouse
Primary Warehouse is automatically created after the
extension is installed which contains all products in
your catalog. This warehouse cannot be deleted to
make sure that there is always at least one warehouse
consisting of your inventory
1.3. Warehouses
Warehouse
Permission
Assign and manage a staff account permission level in
controlling a specific warehouse. Base on Roles
Assigned, an user who has full authorities will have
permission to create new role & set up new user with
specific permissions
1.3. Warehouses
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Stock
Adjustment
Adjust Stock action is used to correct/ update
inventory levels of your products and records
them in Stock Adjustment History. This will change the
Qty. In Warehouse(s) in the Stock in Warehouse grid
of Inventory Management module. After that, the
system will update Available Qty. accordingly (or the
quantity in default Catalog Products) after subtracting
Qty allocated in sales orders from the new Qty in
Warehouse(s)
2.1.1. New stock
Adjustment
Stock
Adjustment
History
Stock Adjustment History records all inventory
corrections/ updates when there are some differences
between stock levels of physical and virtual
warehouses
2.1.2. Stock
Adjustment History
Stocktaking Stocktaking is performed to double-check and prevent
any mismatch between the recorded product quantities
and the actual inventory in your physical warehouses.
The process includes 5 stages containing stock
counting and admin’s approval before actually
updating the Qty in the system
2.2.1. New
Stocktaking
Stocktaking
History
Stocktaking History records all stocktaking acts and
their process status
2.2.2. Stocktaking
History
Stock
Movement
History
Stock Movements are records of inward &
outward stock transfers of a warehouse
2.3. Stock
Movement History
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Supply Needs Supply Need is the system’s prediction about
how many inventory items you need for each
product within a future period. The system will
calculate this number based on your sales history in
the corresponding period in the past
3.1. Supply Needs
Available Date Based on the sales history in the chosen sales period,
the system will estimate the day which a product is
sold out and need to be restocked
3.1. Supply Needs
Low-stock
Threshold Type
To get notification about the out-of-stock product, you
will have to define how the system process. There are
2 methods: by Available Days or by Available Quantity
3.2. Low Stock
Notification
Threshold
(days)
If you insert 3 in this field, the low stock notification will
appear 3 days before the product is out of stock. The
sold out day is estimated based on sales history of the
chosen sales period
3.2. Low Stock
Notification
Sales Period
(days)
If you insert 30 in this field, the threshold days will be
estimated based on sales history in 30 days up to now
3.2. Low Stock
Notification
Threshold
(quantity)
If you insert 5 in this field, the low stock notification will
appear when there are only 5 items of the product in
stock
3.2. Low Stock
Notification
Low Stock
Notifications
Low Stock Notification shows all notifications following
Low Stock Rules set up in the system. You can track
the detail of a notification such as Warning Message,
Low Stock Threshold Type, Notification Recipients
here
3.2. Low Stock
Notification
Transfer Stock Transfer Stock is used to manage inventory
movements between warehouses or between a
warehouse and another location. There are 4 types of
Stock Transfers: Send Stock and Request Stock,
4.1. Stock
Transfer
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Transfer to External Location & Transfer from External
Location. Inventory is moved & Qty. is changed upon
saving these actions
Send Stock This action lets you move inventory from a
warehouse to another warehouse
4.1.1. Send Stock
Request Stock This action lets you request stock for a
warehouse from another warehouse
4.1.2. Request
Stock
Transfer to
External
Location
This action lets you move inventory from a
warehouse to an external location
4.1.3. Transfer
from/to External
Location
Transfer from
External
Location
This action lets you move inventory from an external
location to a warehouse
4.1.3. Transfer
from/to External
Location
Stock Sending
History
Record all stock sending which is created and note the
status of the transfer
4.2. Stock
Transfer History
Stock Request
History
Record all stock requests which are created and note
the status of the transfer
4.2. Stock
Transfer History
History of
Stock Transfer
to External
Location
Record all stock transfers from a warehouse to an
external location which are created and note the status
of the transfer
4.2. Stock
Transfer History
History of
Stock Transfer
from External
Location
Record all stock transfers from an external location to
a warehouse which are created and note the status of
the transfer
4.2. Stock
Transfer History
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III. HOW TO CONFIGURE
1. Stock Listing
After installation, the system will automatically provide a Primary Warehouse. This
Primary Warehouse cannot be deleted but can only be edited. All the existing products will
be automatically synced from your website to this warehouse before you can assign to
another warehouse.
This function consists of 3 tabs to help you manage your inventory successfully:
Stock in Warehouse: provides an overview of stocks in all warehouses or in a
specific warehouse
Non-warehouse Products: lists out a newly-created product which has not been
assigned to any warehouse
Warehouses: allows you to view and edit details of your warehouses
1.1. Stock in Warehouse
This tab provides an overview of stocks in all warehouses. Here you can view stock SKU,
Name, Price, Qty in Warehouse(s), Qty to Ship, Available Qty, Products in Warehouse(s),
Stock Movement and Product Status.
The extension provides an in-depth control over your composite products (configurable,
bundle and grouped products). You can see 3 quantity types of each variation or
component of the composite product in a specific warehouse.
For example, if you have a configurable product whose root SKU is Pwt007, you can see
the quantities of each available size. If you sell products which often have different sizes
and colors like clothing, this is an efficient way to control your inventory.
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Note that there are 3 types of quantity shown:
Qty in Warehouse(s): total amount of products in physical warehouses;
Qty to ship: the number of products which has been ordered and is ready to be
shipped;
Available Qty: the amount of products left in the virtual catalog which is available
to sell.
Note that Qty in Warehouse(s) = Qty to Ship + Available Qty
You can select a warehouse in the drop-down list and the stock details in that particular
warehouse will be displayed.
Update the total quantity and Shelf Location easily on the Inventory grid in only 3 steps:
Step 1: Select the product(s);
Step 2: Input the new Qty in Warehouse(s) and/or Shelf Location;
Step 3: Click “Update Stock”.
Shelf Allocation is a useful information to find the product in the physical stock quickly,
especially in fulfilling customer’s order.
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In addition, you can edit available qty of products in each Warehouse & Global by
accessing to Catalog > Manage Products
Then, click on Products you want to edit available Qty, go to Inventory > Qty > Tick on
Force edit
1.2. Non-warehouse Products
When a product is newly-created and has not been assigned to any warehouse yet, it will
automatically be allocated in this Non-warehouse list. From here, you can select a product
and add it into a specific warehouse.
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1.3. Warehouses
The Warehouses page displays each warehouse’s details such as its ID, name, total
SKUs and total product quantities in each warehouse, contact email/ tel./ address.
The Inventory Management rebuilt allows synchronization between the warehouse and
its Magento front store. This means when you edit information or product quantity of a
warehouse, this information will automatically be updated in that warehouse’s front store
and visible to customers.
You can enable this function in Settings.
You can assign multiple Magento store views to one Warehouse by clicking on “Mapping
Location – Warehouses” button
You can also create unlimited new warehouses by hitting the “Add a New Warehouse”
button.
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In addition, by clicking on each warehouse, you can access 5 tabs as below:
General Information: records basic details of the warehouse such as Name,
Code, Contact Email, Address, etc. If you enable the “Link warehouse to
Magento front store view” setting above, this is where you can select the
warehouse’s linked front store.
Stock On Hand: lists out all existing products in the warehouse. Clicking on each
product will let you promptly revise its total Qty in the specific Warehouse and its
Shelf Location.
On this section, if you click on any warehouses, there will have “Export” button along with
CSV/Excel XML file
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If you want to add a product into a warehouse, you should go to Catalog > Manage
Product in your Magento core backend.
Stock Movement: provides stock changing record of the warehouse. Information
includes added/ subtracted quantity, product SKU, movement type, movement
date and reference number to access further details by a click.
Warehouse Permission: lets you assign and manage staff account permission.
Here you can set staff permission by clicking at the “Assign Staffs” button at the
right of the page.
An Assign Staff window will appear as in the screenshot below. Just select the
staff and his/her role, click “Add Selected Staff” button and you are done!
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You can also select to edit/delete staff permission directly on the Warehouse
Permission menu.
Finally, do not forget to save your recent changes.
***ADDITIONAL GUIDE: Manage User/ Staff Roles and Permissions
If you want to create and/or edit user roles and permissions in different sections in the
Inventory Management, go to the “Permission” submenu under the “System” menu of
the Magento core backend.
The “User” tab lists out all users with details like ID, Username, First name, Last name,
Email and Status of the account. Create a new user by clicking a button at the top right of
the page.
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Admin can view, edit and remove staff permission by clicking on each user. Admin can
also assign a warehouse to a user here.
The “Roles” tab lets you see a list of role and create a new role for users.
In “Role Info” tab, you need to input the role name, verify the admin’s password. Then
select the checkbox of the role’s permissions in the drop-down list, or select “All” in the
“Resource Access” option to grant full permission to the role. When done, hit “Save
Role” to finish.
Dashboard (NEW): demonstrates summarized sales data of the warehouse in
the last 30 days. You can view data of the warehouse’s sales, best sellers and
stock on hand.
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Manage each warehouse’s sales status at a glance with visual charts. You can also print
these charts or download with 4 different options of either PNG, JPEG, PDF or SVG
vector by opening a menu next to each chart.
2. Stock Control
This extension is a powerful assistance to help you keep track of any changes in the
existing stock. It combines 5 functions in 1:
New Stock Adjustment: manually adjusts stock quantity;
New Stocktaking: assists in a complete stocktaking process;
Stock Adjustment History: records details of all stock adjustments;
Stocktaking History: records details of all stocktaking;
Stock Movement History: records all movements of stock in the warehouses
2.1. New Stock Adjustment and Stock Adjustment History
2.1.1. New Stock Adjustment
Sometimes your recorded product quantity does not match the actual physical number.
Then, this function is exactly what you need to make changes quickly. To make a new
stock adjustment, you need to select the warehouse which stores the product to be
adjusted, fill in the reason for the adjustment and click “Start to Adjust” at the top right of
the page.
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The next window allows you to select whatever product you want to adjust its quantity and
type in the new figure. Alternatively, you can import product quantities via a CSV file with
a provided sample. This means you can adjust quantities of several products at once.
Then you have 3 options to enable your changes:
Save: temporarily save the adjustment in Pending status. You will automatically
transferred to the Stock Adjustment History page.
Save and continue to edit: temporarily save the adjustment in Pending status.
You continue to stay on a page with your products to continue any further edits.
Adjust: immediately activate the quantity changes. Once you hit this button, there
is no way to undo it unless you carry out another stock adjustment. The
adjustment is marked Completed on the History page.
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2.1.2. Stock Adjustment History
The Stock Adjustment History page shows details of each adjustment including date of the
adjustment, staff who made the adjustment, warehouse name and status.
All adjustments, whether in Pending or Completed status, are recorded on the Stock
Adjustment History page.
Clicking on each adjustment will transfer you to a page where you can see more
information of an adjustment including adjusted product ID, Name, SKU, old Qty and
Adjusted Qty. For an adjustment with Pending status, this is the page where you have left
the unfinished adjustment. Complete it by clicking “Adjust”.
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2.2. New Stocktaking and Stocktaking History
2.2.1. New Stocktaking
This tool will help you carry out a stocktaking successfully to prevent any mismatch
between the recorded product quantities and the actual inventory in your physical
warehouses.
This process consists of 5 easy-to-follow stages:
Stage 1: General Information
In this Stage, you select the warehouse you want to stock take, the reason for stocktaking.
You can also fill in the participants and the time of the action but it is optional.
Next, you can choose the products to be stock taken by clicking the “Prepare Product
List” button (Stage 2) at the top right of the page. Alternatively, you can skip it to go
straight to Stage 3 by clicking the “Start Stocktaking” button.
Stage 2: Prepare Products
You can select the products you want to stock take here or import products using a CSV
file.
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Save to stay with your selected products for further edits, or click “Start Stocktaking” to
proceed Stage 3.
Stage 3: Stock Counting
Select and type in the product quantity that you have recently counted.
Click “Complete Data Entry” to proceed to Stage 4 and have a review of the changes,
click “Complete Stocktaking” to finish the process or “Save” to continue editing.
Stage 4: Complete Data Entry
This Stage allows you to have a final review of your recent quantity counts. Click
either “Re-entry Data” or “Complete Stocktaking” to move to Stage 5. If you are not
an admin, your counting results will be submitted to the admin/ manager for approval
before the new quantity is officially updated and the process is marked Completed.
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Stage 5: Complete Stocktaking
This page shows you all details of the stocktaking process including the product
quantity before and after the stocktaking process. Make a New Stock Adjustment by
hitting the “Adjust Stock” button or download a CSV copy of the grid using the
“Download Difference List”.
2.2.2. Stocktaking History
All Stocktaking details are listed here. Different status shows to which stage the
stocktaking process is done:
Status “Pending” means Stage 1: General Information is done
Status “Processing” means Stage 2: Prepare Products is done
Status “Verified” means Stage 3: Stock Counting is done
Status “Completed” means the whole stocktaking process is done
Click on each stocktaking record to view all details of the process.
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2.3. Stock Movement History
This menu records all movements of the stock in each warehouse. The table shows the
number of products added/subtracted from the warehouse, product SKU, product
movement type, warehouse name, reference number, movement date. Filtering a SKU will
help you track the product’s movements and changed quantity in each warehouse in no
time.
Clicking on each movement item will open up its further details.
You also have options to export the stock movement data to CSV or Excel XML file.
3. Prediction
3.1. Supply Needs (FEATURED)
There’s no need an assistant to analyze and show you whether you should order
additional items for a specific product in the next Order Purchasing or not. Inventory
Management rebuilt allows you to get the prediction of supply needs until the certain
time stamp.
To process a prediction, choose the warehouse(s) you would like to analyze, select the
time range to collect sales data and then pick the date that you want to see forecast
results. Click to Show Supply Needs button to finally view the prediction.
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The forecast data will be shown in the table as below:
Here, you can view the average quantity sold per day of the product during the chosen
sales period. The prediction will show you Available Date which performs the forecast
day of product’s running out of stock. The Supply Needs column demonstrates the
quantity of product that expected to be sold until the time stamp you set.
For instance, the product msj000 has been sold 6 items in total during the last 30 days. It
is estimated that the remaining quantity will be enough to be sold until 9/7/2017. It also
suggests you to add further 11 items if you want to meet the customers’ demand until
31/8/2017.
To export the supply needs file, you can choose to export into CSV or XML file and click to
Export. To start another prediction, you may edit criteria for supply forecasting and hit
Show Supply Needs again to refresh the prediction result.
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3.2. Low Stock Rules & Low Stock Notification
Low Stock Notifications are as its name, system emails or notifications to inform admin,
warehouse managers when some products are going to be out of stock. To have Low
Stock Notification, you need to set up rules in the Low Stock Rules section.
3.2.1. Low Stock Rules
Admin can create unlimited rules to notify low stock status. One rule contains: Rule
Information, Conditions & Action. There is no limitation in the quantity of rules set.
Rule Information: includes general data such as Rule Name, Status, and Update
Time. You can set up the period of time in which the Low Stock Notification is
activated.
Condition: allows you to set up Product Conditions & Low Stock Condition. In the
Product Conditions section, you can set the limitation for applying rules. For
example, the Low Stock Rule is applied for category Decorative Accents or a
specific product.
As for Low Stock Condition, there are 2 rule types for you to select: Available Days
and Available Quantity. With Available Days option, the system will estimate how
many days the product is available for purchasing based on its sales history.
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For instant, if you set sales period equals to 30 and the threshold day is 3, the
notification will appear 3 days before the product is out of stock which are
predicted following the sales history in 30 days up to now.
With Available Quantity option, it only request for threshold quantity that you
would like to receive low stock notification. If you set the threshold is 5, the system
will notify you when the quantity of product(s) reach that number.
Action: confirms who will receive the low stock notification by listing the email in
Notification recipient list and the message which will appear.
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Remember to select Save and Apply to start running the Low Stock Rule.
3.2.2. Low Stock Notifications
The list displays all notification following the low stock rules. Notifications are noted with
Created Date, Warning Message, Notification recipients. Click to Action > View to access
the detail.
Each notification allows you to track the low stock products’ information such as SKU,
Name, and Current Qty.
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The Low Stock Notification will be sent to recipients’ email as well as be displayed on the
Inventory Management panel.
4. Stock Transfer & Stock Transfer History
4.1. Stock Transfer
There are four major operations in Stock Transfer section: Send Stock, Request Stock,
and Transfer to External Location & Transfer from External Location. All actions leads to
the same purpose: to move stock immediately. This is helpful if you want to update the
quantity in the system:
Quickly without going through a step-by-step process
Or following closely to the process and allowing the admin in destination
warehouse check how the quantity is transferred in reality.
4.1.1. Send Stock
You can use Send Stock to move items from one warehouse to another warehouse. The
quantity will be updated in each warehouse after you complete sending stock while the
total quantity in the inventory is unchanged.
To start sending stock, go to Inventory > Transfer Stock > Send Stock.
Choose a Source Warehouse and a Destination Warehouse
Fill in the Reason(s) for sending stock field. It is required for reviewing the
transfer later.
You can also change the Transfer Code as preferred.
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Click on Prepare Product List
You can import the product list via CSV files following the sample format.
Or, you can select products to send manually
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Once finished, click on Direct Transfer to start the stock sending instantly. The
transfer will be recorded as completed if you choose to Direct Transfer. The
transfer will be recorded as pending if you only click to Save.
Or, you can keep track on the transfer process by clicking on Start Sending. The
transfer will move to processing status if you start sending.
Here, the admin staff in Destination Warehouse can check the quantity that they
actual receive. For some reasons (the shipping is delayed, some products in broken,
incorrect counting before sending…), the quantity that destination warehouse received
is less than the quantity sent. In that case, the admin notes down the actual quantity
and select Save Receiving.
The admin can keep updating the receiving quantity until all quantity is sent completely.
Then, complete the transfer by select Mark as Completed. Please note whatever the
status of the transfer is, they are all listed in Stock Sending History.
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4.1.2. Request Stock
A warehouse can place a request stock for another warehouse. When the request is
marked as completed, the quantity will be updated automatically in both warehouse and
the total quantity in Inventory remains unchanged.
You can assign a user to have the right to Send/Request Stock by setting up in the
Permission section.
To create new Stock Request, go to Transfer Stock > Request Stock
Choose a Source Warehouse and a Destination Warehouse. Source
Warehouse is where you would like to send the request to.
Fill in the Reason(s) for sending stock field. It is required for reviewing the
transfer later. You can also change the Transfer Code as preferred.
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Click on Prepare Product List
You can import the product list via CSV files following the sample format. Or, you
can select products for requesting manually.
Once finished, click on Start Request to start the stock requesting. The transfer
will be recorded as pending if you only click to Save.
Here, the admin staff in Source Warehouse can check the quantity that they send
in the Delivery History.
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For some reasons (e.g. shortage of quantity…), the quantity that source warehouse send
might be less than the quantity requested. In that case, the admin notes down the actual
quantity for sending and select Save Delivery.
The admin in Source Warehouse can keep updating the sending quantity until all quantity
is sent completely.
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Meanwhile, the admin in Destination Warehouse can track the quantity that they receive in
Receiving History tab. Then, complete the transfer by select Mark as Completed.
Please note whatever the status of the transfer is, they are all listed in Stock Request
History.
4.1.3. Transfer from/to External Location
Transfer stock to External Location: this feature allows you to note all
transactions sending stock from a warehouse to other destinations (not
warehouse).
Transfer stock from External Location: this feature allows you to note all
transactions receiving stock from a location (not warehouse) to a specific
warehouse.
Both of these actions can be processed by 3 steps: select product list, insert quantity for
transferring and click on Start Transferring.
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All transfer relating to external location are recorded in History of Stock Transfer to
External Location or History of Stock Transfer from External Location.
4.2. Stock Transfer History
The record of stock transfer is separated into 4 lists corresponding to 4 operations of stock
transfer as mentioned above. For example, Stock Request History will show you a list of
all stock requests created in the system.
IV. SETTINGS
Go to Settings tab, the configuration page contains several criteria as below:
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Settings Description Example
Link Warehouse
to Magento front
store view
Allows admin to set corresponding
store front to a specific warehouse
Link English Store View to
Primary Warehouse
Adjust Stock by
entering the
change Qty
Instead of insert new quantity of the
products, this setting allow the admin
to insert its change quantity
Change Quantity of msj777
is 5 meaning that you add 5
more items to the current
quantity when adjusting the
stock of msj777
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Contact us:
www.magestore.com
magestore.zendesk.com
+1-606-657-0768
1750 Montgomery Street 1st Floor, San
Francisco, CA 94111, United States.