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How to work with the “Stock” page?
How to work with the “Stock” page?

Learn how to work with the stock balance table

Xenia avatar
Written by Xenia
Updated over a month ago

Inventory > Stock page displays all products added manually, by importing or posting.

Let's review the tools for working with the residuals table.

Search field — in this field, you can write the name, SKU of the product, or simply scan the barcode for a quick and accurate search in the warehouse.

Note: autofocus works for the search box. You can start writing a name or scan a barcode without clicking in this field.

Warehouse — in this field you can select the warehouse to view the remaining goods.

Bin location — in this field you can select the bin in the warehouse to view the balances of products if you use bin locations.

Please note: if selecting the All bins filter, you will see the quantity in each bin when hovering over the quantity of products in the In stock column.

Category — in this field you can find and select the category of products to view the balances in it.

Filter Availability — in this field you can select products based on availability in the warehouse: All, In stock only, Below minimum stock.

Export — using this button you can export the stock to your PC as an Excel file.

Please note that the export runs according to the set filter parameters. When a particular warehouse, bin, or category is selected, the Excel file will contain only the items that match the filter.

Table settings — this button is used to configure the display of columns in the table of product balances. To change the width of a column, drag on its right border. To reposition a column, hold and drag it to the desired location.

You can sort products by a specific column. To do this, click on the column and an up arrow will appear in it (sorting from A to Z), after pressing again, a down arrow will appear (sorting from Z to A).

Using the Checkbox column, you can select or deselect all products on one page.

After selecting an item using the checkbox, a panel with buttons for additional actions appears below.

Printer Button 🖨️ — press it to launch Price tag printing or Label printing.

More actions — click on this button to open a list of possible additional actions:

  1. Export — export the selected products to your PC as an Excel file.

  2. Transfertransfer the selected products.

  3. Write offwrite off the selected products.

  4. Sellsells the selected products.

Delete button — click on this button to delete the selected products.

Important: you cannot delete a product if it has a non-zero balance and you need to write it off before deleting it.

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