Managing your inventory

Managing the stock available for rental for a product can be done in two different ways:

• Manually, product by product and point of sale by point of sale, on each product page.
• Automatically for multiple products and multiple points of sale at the same time by importing a stock file.

For manual stock management, go to the Catalogue - Products menu. Open the product page of your choice by clicking on its name. The "Stock and delivery" panel on the right side of the product page allows you to view and manage the quantity of product available at each point of sale.

Choose a point of sale from the dropdown menu by clicking on its name.

The overall stock of the point of sale

The overall stock of the point of sale is the initial stock you entered manually or by import in the product page, minus:

• the number of items returned with a broken-beyond-repair status
• the number of items returned with a lost status
• and the number of items manually set to "end of life" status

Example 1: you are starting your business and have not yet entered any stock — your stock for this point of sale is 0.

Example 2: you are already in business, you originally entered 103 units in stock for this point of sale, 3 rentals ended with the item returned as broken-beyond-repair or lost — your overall stock is now 100.

Note: If your store is configured to operate with hybrid stock, you may see:

• Overall store stock: this is the overall stock of the point of sale you are viewing
• Overall warehouse stock: this is the overall stock of the warehouse to which your point of sale belongs

You will also find this same overall stock figure in the product listing when you have selected a store in the back office.

If your product combines two types of stock, the stock at the point of sale is the sum of both (store stock and warehouse stock).

If you have a back office view across all points of sale combined, you will find the cumulative overall stock in the same location.

To enter new stock for this point of sale, enter the stock to be added in the configuration field and confirm.

Confirm your action by clicking "Confirm" or click "Cancel" if needed.

Calculating available item stock by date

For more information on calculating available stock by date, click here.

To add stock to multiple products and points of sale at once

Go to the Catalogue - Products menu.

Click the "Import stocks" button.

Choose the stock import file you have prepared in advance.

Your import file must be in CSV or Excel format.

In this import file, you must:

• Identify the product (via the product ID or its SKU field)
• Identify the point of sale for which you wish to add available stock (via its ID)
• Indicate the quantity to add or subtract (positive or negative number)

To do this, your file must contain the following columns:

• product_id
• sku (optional if the product_id column is filled in)
• store_id
• quantity

Once your file is selected, a summary of your changes is displayed.

Review them carefully before confirming the import. It will no longer be possible to go back at the next step.

Once the review is complete, click the "Import" button.

A notification will indicate that the import is complete.

Click the "Close" button.