Stock levels

What this page is for

This is where you set the two stock figures for many items at one store at once. The reorder level is the stock below which the store is told it is running low. The base stock is the quantity the store aims to hold after a delivery.

The page lists every variant (size, pack or flavour) of every item whose stock is counted, with its On hand at the store and both figures. You type only the figures that change, or fill them from a sheet, from another store or one figure for every ticked row. Save changes applies every edited row at once; there is no draft and no approval.

To set the figures for a single variant, or to stop a store selling it, use Ranging and thresholds from Availability instead.

Only people whose role can manage the catalogue see this page.

Before you start

• The store must exist and be active.
• The items must count their stock. Services and dishes made to order do not appear.

Fields

Reorder level

The quantity, in the item's stocking unit, at or below which this store is warned that stock is low. Leave it empty for no warning. Up to three decimal places, never negative.

Example: 12 bottles of Tusker Lager — 500 ml bottle.

Base stock

The quantity this store aims to hold, used to suggest how much to order. Leave it empty for none.

Example: 48 bottles, two crates.

How to…

How to set the figures for many items

1. Choose the Store at the top of the page.
2. Find the items with the search box (name, SKU or barcode) or All categories.
3. Type the new Reorder level or Base stock beside each item. An edited row is highlighted and shows the figure it had before, such as Now 12. Empty a box to remove that figure.
4. Press Save changes. The page says how many rows were saved.

If a figure cannot be read, the box is marked Not a quantity and nothing is saved until you fix it. If the server refuses a row, nothing is saved and the reason shows under that row.

How to set one figure on many rows

1. Tick the rows, or tick the box in the heading to tick every row on the page. Ticks stay when you move between pages.
2. Choose Reorder level or Base stock, type the figure, and press Set … ticked.

How to copy the figures from another store

1. Narrow the grid if you want only some items.
2. Under Copy from store, choose the store and press Copy. Every matching row whose figures differ from the other store's takes that store's figures as an edit, and the page says how many rows changed. If you have edits already, the page asks first.
3. Review, then press Save changes.

How to set the figures in Excel and upload the sheet

1. Press Download sheet. You get tulindo-stock-levels.xlsx with a row per variant, its stock on hand and both figures.
2. Change reorder_level or base_stock where needed. An empty cell removes that figure. Do not change the item_variant_id or sku columns: they say which variant each row is.
3. Press Upload sheet. Nothing is saved yet: the grid fills in the figures that differ and lists any rows it could not use, by row number, with the reason.
4. Review, then press Save changes.

A sheet may carry up to 10,000 rows, and the grid works on up to 10,000 matching items at once.

How to undo your edits

Press Discard changes and confirm. Leaving the page or choosing another store with unsaved edits also asks first.

Worked examples

Supermarket

Tumaini Supermarket opens a second branch. The manager chooses the new store, chooses the main store under Copy from store, presses Copy, and saves: 1,200 items take the same figures in one go. She then halves the base stock of bulky goods by ticking them and setting Base stock to 6.

Restaurant and bar

The Acacia Grill & Bar searches tusker, types a reorder level of 24 and base stock of 72 beside each bottle size, and saves before the weekend.

Hardware shop

A hardware shop downloads the sheet, lets the storekeeper fill in the figures for 600 lines in Excel, uploads it, fixes the two rows the page reports, and saves.