Overview
Restocking your warehouse all starts with a Stocking Manifest. A Stocking manifest is a record of the Stocking Purchase Order and Transfer Order generated together to replenish the stock of an internal warehouse.
Terminology
-
Stocking Purchase Order (SPO) : A type of purchase order sent to a source for the purpose of replenishing stock at an internal warehouse.
-
Transfer Order: A type of fulfillment request where inventory is shipped from one internal warehouse to another for the purpose of replenishing stock at the new location**.**
Before You Get Started
- Have at least one Source with the Source Type set to "Internal Warehouse"
- Import Source Inventory
- Create a Product Catalog with "Eligible Products".
| Eligible Products |
Inventory is eligible for stocking when the variants are:
- Connected to an internal warehouse Source
- In an Active status (Not Archived)
- Linked to a Product Variant with more than one Inventory Variant. This means the Product Variant can be fulfilled by your internal warehouse and at least one other source.
|
| Flxpoint Pro Tip: Optional Setup |
To save time, add a Source Address and set up the Shipping Policies & Methods.
- Add the Source Address to make it quick and easy to select the address for the stocking items to be delivered to.
- Add Shipping Policies & Shipping Methods to auto-select the corresponding shipping method for sources while building a Stocking Manifest.
|
Instructions & Guided Tutorial
How to Build Stocking Manifest
|
|
- Navigate to Orders
- Select Stocking Manifest
- Click Build Stocking Manifest
- Select Destination Source (Internal warehouse)
- Select Shipping Policy
- Enter the Shipping and Billing Address for the Destination Source
- Click Select SKU to add eligible products to the Stocking Manifest
- Key in the Request Qty for each selected SKU
- Click Add to Manifest
- Enter the PO# , Shipping Method, and Notes
- Click Generate PO(s)
- Enter Stocking Manifest Reference # and click Generate
- Select Process PO for each PO generated and click Process PO
- Click YES to complete
|
How to Create Inventory Within Stocking Manifest
|
|
|
Follow these instructions to create inventory and link the inventory to your internal warehouse:
- Navigate to Orders
- Select Stocking Manifest
- Click Build Stocking Manifest
- Select Destination Source (Internal warehouse)
- Select Shipping Policy
- Enter the Shipping and Billing Address for the Destination Source
- Select the Product(s)
If an inventory record does not exist for the selected destination source, you will be prompted to create one. To create the inventory record:
-
Enter the Parent SKU and Variant SKU
-
You may select an existing parent SKU or add a new one
-
If you are adding a new SKU, you must click "Add" in the dropdown
-
Fill in optional fields: Title, UPC, Weight and Weight Unit, Cost
-
If desired, select Link to Product. This will link the new inventory record to the selected product
-
Click Add to Manifest button to create the inventory record and generate a stocking purchase order or transfer order
|
