Retail Inventory Management Guide

This document provides a concise overview of the process for managing retail inventory, including viewing inventory details, creating stock-keeping units (SKUs), and adjusting inventory levels. The step-by-step instructions will guide you through using the system effectively to maintain accurate inventory records.

Step 1

To begin, navigate to the sales pipeline page and access the retail inventory by selecting the "Retail" tab. This will direct you to the retail management section.

Step 2

This section is where product listings and SKU creations are managed. For this process, we are concentrating on viewing the retail inventory. Click on "Retail Inventory" to display all inventory details, including various SKU codes.

Step 3

Here, you will find essential details such as the product name, barcode, unit price, quantities on hand, any reserved quantities, total available quantities, and the status of each item. To add or adjust inventory, click on "Create New Movement" and search for the specific barcode.

Step 4

Upon searching for the barcode, the system will display the inventory details, including the unit price. Specify the type of movement, such as restocking, and indicate the amount (e.g., restock by 20 units) with the reason, such as a new purchase order (PO).

Step 5

If applicable, add the purchase order number (e.g., PO 1101101 or 101). The system will automatically calculate the total value based on the unit cost. Then, select "Add Item."

Step 6

Continue adding items by scanning additional barcodes. Once all desired items are included, click on "Create Movement" to finalize the entries.

Step 7

As a result, you will see updated quantities, for example, a previous quantity of 100 will now show as 120. This concludes the process. Thank you.

Updated on: 05/12/2025