- At least there is a product exist the system.
Refer to Adding a product if there is no product exist in the system yet.
Enter the supplier details into the provided fields
Refer to Supplier Property Details for more in-depth explanation of each fields
Click “Add Supplier”
Enter the warehouse details into the provided fields
Refer to Warehouse Property Details for more in-depth explanation of each fields
Click “Add Warehouse”
Select the product that you wish to have the stock tracked in ASAP
Refer to Modifying a Product for the step-by-step tutorial on how to select a product
(Optional) Enter the barcode of the product. Barcode will be useful in product allocation.
(Conditional) Enter “Child Stock Products” field if you have duplicated products in the product list. For example, if you have a product that will be available in different activity or prices. This product will be used to track the stock of all of the child products.
View Product Stock
Enter any necessary filters and select “Show Summary”
Refer to Stock Summary Filter Details for more in-depth explanation of each fields
Supplier Property Details
|Supplier’s email address|
|Supplier||Name of the person who can be contacted|
|Contact Number||The number that can be contacted|
|Products||A list of product that are being supplied by this supplier|
Warehouse Property Details
|Name*||Assign a name to the warehouse|
|Address||Address or location of the warehouse|
|Phone Number||The phone number that can be contacted|
Stock Summary Filter Details
|Report Type||Track the product stock on the selected entity.
e.g. select fieldworker to track all of the stock on each fieldworker
|Show||Select the type of stock tracking.
e.g. select “Stock On Hand” to view all of the stock that is available.
select “Stock Returns” to view all of the returned stock
|Return Reason||You can filter out the result of summary using “return reason” with this field|
|Primary Stock Products||Select the product that will be displayed in the summary|