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  4. In-Store Location (Batch/Lot/Bin) Inventory Management

1.  Login into the system and access the Products menu.

2. Locate the product and click Edit Selected Item:

       Step 1: Select the SKU you wish to do an In-Store Location Inventory Adjustment on from your SKU list.

       Step 2: Select the Inventory Items & Lookups tab.

       Step 3: Under the Inventory Items & Lookups tab, select the SKU variation that you wish to do an In-Store Location Inventory adjustment for.

       Step 4: Select Edit Selected Item in the bottom right corner.


3. Overview of adjusting the quantity on a single SKU between Locations:

1: Select SKU or variation

2: Select Store

3: Add a new location

4: Change quantity on hand

5: Change display order

6: Delete selected location

7: Save attributes of the selected location

4. You can expand the In-Store Location column as shown below to display the QOH of each individual location.

5. Check on “Show In-Store Location” to show locations in multi-line.

6. In POS front end, Purchase Order, and Inventory Transfer screens, locate the “In-Store Location” column and double click an item.

To change location, select a location from this screen.

7. For batch number, lot number and expiry date management, use the translation feature to change the name “In-Store location” to “Batch”, “Lot” or “Bin”.

“In-Store Locations”=”Batches”
“In-Store Location”=”Batch”
“Location Name”=”Batch Name”

8. Add attributes for more information tracking or sorting. Attributes will be listed in the inventory tab (see the right side of the screenshot in step 5).



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