Manually Add Items to the Inventory
- Former user (Deleted)
- Andres Toledo
- Former user (Deleted)
In this article you will learn how to add a product to your inventory and confirm it in the Staging Area.
User Roles: Admin, Sales Manager, Procurement User, and Inventory.
Table of Contents
Add items to the inventory
To add a product to your inventory, do the following instructions:
Go to Inventory > Add Inventory
Fill in the product information.
Click on Add.
The product will immediately appear in the Staging Area, where you will need to confirm it to add it to your available inventory.
It is essential to confirm the products in the Staging Area. Unconfirmed products cannot be sold.
Default Unit Types
If you have set a Default Unit Type for the product. The system will automatically display the configured Unit Type when you add it to a Prebook. To set a default unit type, refer to Default Unit Type for Products.
Confirm Products in the Staging Area
After you add the product to the inventory, the system adds it to the Staging Area, where products in transit and pending confirmation are displayed.
To display these products in your inventory, do the following instructions:
Go to Inventory and select Staging Area.
Search the product. If you update a product from the Staging Area coming from a Purchase Order, these changes will be reflected on the Purchase Order as well.
Optional: You can select multiple products by clicking on the checkbox located on the left side of the table.
Click on the Confirm Products.
The confirmed products will be transferred to the Inventory Summary screen and will be available to be sold.
Related Articles
-
Add Inventory (API)
-
Add Multiple Items to an Invoice (Knowledge Base)
-
Inventory Summary (Knowledge Base)
-
Manually Add Items to the Inventory (Knowledge Base)
-
Mark a Box as Don’t Open (Knowledge Base)