Available within XPS is the option to use a simple inventory management system to help you keep track of your product inventory. This document will walk you through the process of enabling the inventory option, and review the options available. When simple inventory is enabled you can either upload from a CSV file or enter in inventory manually.
Enabling Inventory Management
To begin, you must enable the inventory management option.
Click the Settings tab.
Under “Admin Settings” select “Other Settings”
**If you are not an Admin, you will not have this option and will require the help of your admin user to complete this step**
Check the box next to “Enable simple inventory system” and click "Save Changes" at the bottom of the page. You will need to refresh your browser or log out and back in for the new setting to take effect.
Uploading Inventory From a CSV File
Under “eCommerce” select “Inventory ”.
Within the Inventory settings, you will see a list of commodities if any have been previously added. To add a commodity, click "+Upload Commodities" to import a list from a csv file.
Select “Choose File”.
Select the CSV file saved to your computer with the inventory list.
Click "Upload" after selecting your file.
Match each column from your CSV to the available options in the drop-down menu.
If the file you imported has a header row, click the box “Skip first row” so the headers don’t import as a commodity.
When all columns have been mapped, click “Confirm Import” and your list of commodities will be imported.
Uploading Inventory Manually
To manually add a commodity, click "+Add Commodity". Enter the Commodity details and click "Save Changes".
How to Edit a Commodity
To edit a commodity, click the pencil icon next to a commodity.
When using the Simple Inventory option, you can change settings, remove the entry, or adjust the stock of your product. Within each product in the commodity list, a transaction log will be displayed showing the date, description, Order ID, and how stock #s for the products that were affected.
To adjust the quantity of your stock, click "Adjust Stock". Enter a number to add to the existing stock or to decrease stock enter the number to subtract example "-4".
Update the available quantity and click "Save Changes" when finished.
Low Inventory Alert
The Inventory Management system offers notifications via email to alert when a product is running low. Within each product, you can set the minimum available stock amount to trigger the alert.
On the right side of the main Inventory screen is the option to add an email address for low inventory notifications. Click "+Add Email".
Enter the email you would like to use to receive low inventory notifications. Select "Add Email" when done.
Add additional email addresses by clicking the "+Add Email" button again. To remove an email, click the red garbage can icon.
When shipping, the system will remove items from your inventory list as orders are processed. When the minimum quantity is reached, the product will show “LOW” and an email will be sent to notify the proper parties of the low stock.