This article will guide you through adjusting your inventory through reports.
1. Access Current Inventory: Navigate to Setup > Products > Current Inventory.
Search Box: If you want to search by name enter the product into the search box.
Filter By Product Category: You can select a specific category and see all products that are associated with it.
Don't Show Products That Have Never Been Sold And Have No Stock Level: This will filter the product list to hide these type of products.
Only Show Out Of Stock: This will filter the products list to show only products out of stock.
Show Products Image: If you would rather see product images instead of text click this option.
Export: This will allow you to export an excel of your products, which is used for the Bulk Adjusting Tool.
Products: Products will appear here with their stock level. To edit the stock level click on the name of the product.
2. Adjust inventory On A Single Product: Click the name of the product you want to adjust. Then select the Adjustments tab.
Select Adjustment Type: Use this drop down to select the type of adjustment you would like to make:
- Correction - Increase Inventory - Use to Increase Inventory Levels.
- Correction - Decrease Inventory - Use to Decrease Inventory Levels.
- Damage Inventory Reduction - Used to Decrease Inventory levels and mark the adjustment as Damaged / Loss Inventory.
Optional Note: You can place a note if desired (optional).
Inventory Amount: Enter the amount of the adjustment to be made.
Make The Adjustment: Click to save adjustment.
3. Adjusting Inventory Levels In Bulk: To access this screen click on Tools > Products > Bulk Inventory Adjust. You will need the Current inventory Export.
The Excel Export will have three options for Adjustments for each product listed:
- SetInventoryTo: This will allow to set the Product to a specific Inventory level.
- IncreaseInventoryBy: This will Increase the Product level by this amount.
- DecreaseInventoryBy: This will Decrease the Product level by this amount.
Once you have adjusted the fields in the Inventory Excel Report, Save the file as a .CSV file on your Computer.
Choose File: You will want to select this option and locate the saved .CSV file on your computer.
Upload CSV File: Click to upload the file to your ClubReady site. After you click upload your file will be examined. No adjustments are made until you confirm on the next page.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can Access Products: Inventory
- Reporting: Can access products: bulk inventory adjust