Inventory management

Inventory management allows the store owner to check the stock details of all products or a single product in any location. This tutorial has in-depth details on:

  • How to view stock for a location?

  • How to search for a product in ZenBasket?

  • How to update the quantity in ZenBasket?

  • Low Stock Maintenance in ZenBasket.

View stock based on locations

A store can have multiple inventories at different locations. To check the stock at a particular location, clicking on the “Location”, and selecting a particular location from the drop-down menu, exclusively shows you the stock details of all products at that location.

  1. In the Products menu, Select the Inventory sub-menu.

  2. Select the Location from the drop-down menu at the top right. It filters the products based on locations.

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Search for a specific product in ZenBasket

The search option allows you to view the Product Name, SKU and the Quantity of the products searched for at a particular location.

  1. In the Products menu, Select the Inventory sub-menu.

  2. Select the Location from the drop-down menu at the top right. It filters the product list based on the location.

  3. Enter the Product Name in the search bar on the top left.

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Sort Products

The products can be sorted based on the product’s name in the alphabetical order or reverse alphabetical order. You can also sort them based on recently updated first or recently updated last.

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Update product quantity in ZenBasket

When an admin wants to restock products in the inventory it can be done in two cases viz., in case it reaches the ‘low stock’ index or add products to existing stock. Update Quantity helps the store owner to add or set product quantity. Add option helps to add a defined quantity to the existing number of products. The set option helps to redefine a new quantity for a product. So whatever number is entered in the Set will replace the existing quantity.

  1. In the Products menu, Select the Inventory sub-menu.

  2. Select the Location from the drop-down menu. It filters the product list based on the location.

  3. Enter the Product name.

  4. Click on the Edit icon against the product Name to update the quantity.

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  5. Enter the Quantity in the Pop-up window.

  6. Update the quantity by clicking on the Add button. This option allows you to add a specific number of products to the already existing quantity. For example, the existing quantity for a product is 10, and if you need to add 30 more, you can enter 30 and click Add. This action updates the quantity of product to 40(10+30).

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The quantity of the product which was 10 is incremented by 30 i.e, 40.

  1. If a new quantity is to be updated, the Set option can be used. This option allows you to set an entirely new value for quantity irrespective of the existing count of a product. For example, if the quantity of a product needs to be 55, enter 55 to the quantity and click Set. This updates the quantity of the product to 55. Enter the Quantity in the Pop-up window.

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  2. Update the quantity by clicking on Set.

  3. The quantity can be set to infinity by clicking on the Set as unlimited checkbox. Click on the ‘Unstock’ checkbox to set the quantity to 0.

Filter Products based on Stock in ZenBasket

  1. In the Products menu, select the Inventory sub-menu and Click the Filter icon on the top right corner of the inventory management page. Click on the drop-down menu Location to choose the products having low quantities in a particular location.

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  2. It has many ranges between 0-100, from which you can choose any range to check out the low-quantity products. You can choose a particular range and click on Apply to view those products with low stock.

  3. Now, click on the Edit option under the label Actions.

  4. Update the Quantity of low-stock products by clicking on Add or Set.

    Add option allows adding a specific number of products to the already existing quantity. The Set option allows us to set an entirely new value for quantity irrespective of the existing count of a product.

  5. Click on the Low Stock Products button. Products that are out of stock will be displayed. Products whose quantity has reached the threshold value will also be displayed.

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Video Tutorial:

Inventory Management