Setup
You will need the Warehouses module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can view product list and detail page.
Can change product.
Can create and manage warehouses, submit stock adjustments and transfers.
Click here to learn about permissions and security groups.
How to set products as stocked
Only Stocked material products can have stock levels set in a warehouse. Once marked as Stocked, the stock is consumed from a warehouse when using products on tasks.
Individual Product
1. Navigate to Billing > Product Catalogue, filter by Type = Material and click View on a product.
1. Navigate to Billing > Product Catalogue, filter by Type = Material and click View on a product.
2. Under the Stock Levels & Locations section, tick IS NOT Stocked, then click Confirm in the new window.
2. Under the Stock Levels & Locations section, tick IS NOT Stocked, then click Confirm in the new window.
Via Bulk Edit
1. Navigate to Billing > Product Catalogue, filter by Type = Material, select the products and click Edit [X] Products.
1. Navigate to Billing > Product Catalogue, filter by Type = Material, select the products and click Edit [X] Products.
2. Choose Set is Stocked under Actions, then Yes in Is Stocked field and click Apply Changes.
2. Choose Set is Stocked under Actions, then Yes in Is Stocked field and click Apply Changes.
Via CSV Data Importer
1. Navigate to Billing > Product Catalogue, filter by Type = Material and click Download.
1. Navigate to Billing > Product Catalogue, filter by Type = Material and click Download.
2. Open the downloaded CSV file and set the value of the Stocked column to TRUE for relevant products.
2. Open the downloaded CSV file and set the value of the Stocked column to TRUE for relevant products.
3. Follow the steps in How to update existing data via Uptick CSV Data Importer to import Products.
How to set minimum restock levels for a product
A Minimum Restock Level can be set for each warehouse where a product is stocked. When this level is reached, the system will warn that stock has hit its minimum and needs replenishing.
1. Navigate to Billing > Product Catalogue, filter by Type = Material and click View on a product.
1. Navigate to Billing > Product Catalogue, filter by Type = Material and click View on a product.
2. Click Set min restock levels.
2. Click Set min restock levels.
3. Adjust the Minimum Restock Level to a whole number for each warehouse, then click Confirm.
3. Adjust the Minimum Restock Level to a whole number for each warehouse, then click Confirm.
Video
How to start tracking products in your warehouses
1. Navigate to Billing > Warehouses and click View on a warehouse.
1. Navigate to Billing > Warehouses and click View on a warehouse.
2. Click Add Stock.
2. Click Add Stock.
Only Stocked products will appear for selection.
3. Select the product in Search Products, adjust the Quantity and click Submit.
3. Select the product in Search Products, adjust the Quantity and click Submit.
If the product has an existing stock level in the warehouse, adding stock will override the current stock level.