Stock

Adding products

To use the Stock Management feature you must first add your product list

• Go to Stock > Products
  
• Click on Add new to add a product
  
• Add the product details and press submit
  
• To bulk import your product list you can use the import process
  • Click on Import
    
  • Here you download the template for product import
  • Once you have created your product import file click on Choose file 
  • Select your file and press Open
  • The dropdown selectors will auto-match with the column headers in the file
    
  • Press Submit to import your product list

Creating stock management

• Go to Stock > Stock management
  
• Click on Add new
  
• Give your stock management a Name
  
• Allocating permissions
  • You must now allocate the jobs and staff that will have permission to manage the stock movements
    
  • Jobs
    • Search the jobs on the left and then add to the selected jobs to the right
      
    • You can add jobs to selected jobs by
      • Double-clicking the job name in the search list
      • Selecting the job name in the search list and using the button with the right arrow to move to the selected job list
        
      • You can add all jobs in the search list to the selected jobs list in bulk by clicking on the double arrow right button
        
    • In this example, we have added permission for two jobs to be allowed to manage the stock
      
  • Staff
    • The staff booked onto the selected jobs in the previous block will be shown in staff block
      
    • Move the staff to the permissioned staff on the right to allow them to manage the stock
      
  • Locations
    • You can add locations to allow stock to be moved to and from these locations
      
      • These locations are taken from the location database. See: Location database
      • These locations might be warehouses, offices or the actual event location itself.
  • Products
    • Here you must select the products that you want to manage
      
  • Press Submit when you are happy with your selections
    

Allocating stock to be tracked

• Go to Stock > Stock management
  
• Click on Move Stock 
  
• You now have the following options
  
• In this instance, we need to allocate the stock that needs to be tracked so under What is the movement of stock? we need to select one of the following
  
  • Allocate stock to a person
  • Allocate stock to a venue/location
• The questions on the page will update according to your selection. Let us use Allocate stock to a person as an example
  
  • Staff name
    • Select the staff name we are allocating stock to
    • This list of staff (or locations) will be determined by the staff you permissioned to move this stock
  • Product
    • If you have a large list of products you can use the Product brand, Product category to narrow your results in the Product name
  • Current quantity held by staff
    • Here you will see the current quantity of the product held by this person
    • This is not editable
  • Total quantity being moved
    • Here you must enter the total quantity being moved to this person
  • New quantity held by staff
    • Here you will see the new quantity now being held by this person
    • This is not editable
  • Please explain discrepancies if any
    • Add an explanation of any discrepancies in stock being moved
  • Any other details to add to this movement of stock?
    • Add notes to this stock movement
• Press Submit
• Repeat this process until all the stock has been allocated

Staff moving stock

• Go to the Stock button in their Staffarea main menu
  
• Choose which stock to move by clicking on Move stock
  
• Select the appropriate movement of stock
  
• If we use Taking stock from a person (not at a set venue or location as an example.
  
  • In the example above you can see the fields required for this stock movement transaction and how the stock quantities are transferred
  • Multiple products can be moved in one transaction using the + button in the top right of the Products block
    

Viewing stock allocation and movement transactions

• Go to Stock > Stock management
  
• To view stock allocation and stock movement transactions
  
  • Stock allocation
    • Click on Stock levels
      
    • Example of stock held by Staff
      
  • Stock movement transactions
    • Click on the Log button to see the each stock transaction