CartGenie v5.0+: Inventory Manager

CartGenie v5.0+: Inventory Manager

Applies To:

CartGenie v5.0+ Enterprise Editions only

Summary:

There are several steps that need to take place for the Inventory Manager to be utilized.

Here are the steps that need to be done for the Inventory Manager to work properly:

NOTE: The Display Location field in the Location Manager MUST be set to YES for the Check Availability feature to display.

Make sure that you have entered the Quantity on Hand and Reorder Point in the Product Manager> Inventory Manager for each product you want to track.

When you are processing orders in the Order Manager you will need to Update Inventory as well. In addition to clicking the ‘Ship All-Yes’ button to update the Ship field for the line item and clicking Add/Update you will need to Click the Update Inventory button at the bottom of the screen.

The Inventory Update will display the items and quantities for that particular order. You will also see the ‘Inv. Adjustment’ field which displays the quantity that will be deducted from your inventory. Click the Add/Update button at the bottom of the screen. You will see a pop-up screen indicating that the update was successful.

If you then go back to the Product Manager and look at the Inventory Manager for that product you will see that the quantity listed in the 'Inv. Adjustment' has been deducted from the Q.O.H for the item.

Learn more about the Inventory Manager in the Help menu (by Interface: Inventory Manager).

REPORTS
You can review what items are below your Q.O.H at Reports> Inventory> Inventory Reorder. This report will show all the items that have reached the Reorder Point.

ENABLE AUTO CART DISPLAY
You can also have items that have a Q.O.H. of ‘0’ stop displaying for purchase on your site by enabling the ‘Enable Auto Cart Display’ in the Profile Manager.

The Enable Auto Item Display feature enables you to automatically set the product display field to No for an item number when it runs out-of-stock. In order to reset the display field to Yes for an item, use the "Reset Item Display" feature located under the Utilities menu.

When set to Auto Cart Display is set to Yes, an item number will be set by CartGenie to No immediately following placement of a new order if an item meets the following conditions:

1) The item is out-of-stock and the product expiration date has passed.

2) The item has back order quantities that exceed the quantity-on-hand and the product expiration date has passed.

The message ‘This item is not currently available’ on the item’s order page instead of ‘Place Order Here’ option on your site.

NOTE: The Enable Auto Item Display feature should only be enabled if you are using the Inventory module in CartGenie to control inventory

Learn more about the Reset Item Display in the Help menu (Keyword - Utilities)

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