Managing your inventory effectively is essential for smooth business operations. Here’s a detailed guide on how to manage your inventory(Catalog) using WIZniche, including navigating the inventory page, adding categories, and managing items.
Navigating to the Catalog Page
Access the Sidebar: On the sidebar on the left side of your screen, Locate and expand the Inventory drop down.
Select Catalog: Click on "Catalog" to open the inventory(Catalog) management page.
When you first access this page, it might be empty, indicating that you need to add items and categories.
Adding New Inventory Categories
Click on Add New Button: In the top right corner, you’ll see a drop-down button labeled "Add New." Click on it.
Select Inventory Category: From the drop-down options, choose "Inventory Category." This action will open a pop-up form.
Inventory Category Form
Name: Enter the name of the inventory category.
Upload Image: Click the placeholder to browse and upload an image for the category.
After filling in the details, click "Save" to create the inventory category.
Inside Inventory Categorie
Once you have created an inventory category, you can click on it to open and manage your items within it. The following options are available on the Inventory Items page:
Search Bar: Use the search bar to find specific items quickly.
Status Filter: Click on the "Status" drop-down to filter items based on their status (Active/Inactive).
Sale Item Filter: Apply Sale Item filter to refine your view of the inventory items.
Clear Filters: Click "Clear" to remove all applied filters and reset the view.
Columns: Customize the table view by selecting or deselecting columns to display.
3-Dot Menu: Offers two further options to print or export your Inventory Catalog. Click on export to choose from the option to export your catalog as a PDF or an Excel file.
The table view includes the following columns:
Name: Name of the inventory item.
SKU: Stock Keeping Unit number for tracking.
Onhand Quantity: Current stock available.
Active: Status of the item (active/inactive).
Reorder Point: The threshold quantity at which you need to reorder.
Actions: Options to edit or delete items.
Adding Inventory Items
To add new items to your inventory:
Click on Add New Button: Select "Add New" from the top right corner. In addition to "Inventory Category" and "Purchase Order," you’ll see "Inventory Item."
Select Inventory Item: Click on "Inventory Item" to open a new pop-up form.
Add Inventory Item Form
Vendor: Select a vendor from the drop-down list of pre-existing vendors.
Vendor Product Category: Choose or create the relevant category for the vendor product.
Inventory Category: Select the category you created.
Name: Enter the name of the inventory item.
SKU: Provide the SKU number.
Price: Enter the price of the item.
Cost: Specify the cost.
Unit: Define the unit of measurement.
Reorder Point: Set the reorder threshold.
Quantity on Hand: Indicate the current quantity available.
As of Date: Enter the date for the inventory status.
Description: Add a description of the item.
Additional Options
Enable Tax: Toggle if the item is taxable.
Set Active: Toggle to mark the item as active.
Sale Item: Toggle to mark the item as an Sale Item.
After filling in all necessary details, click "Save" to add the inventory item.
Conclusion
By following these steps, you can effectively manage your inventory, ensuring that all items are categorized, easily accessible, and up-to-date. This streamlined process allows for efficient inventory tracking and management, crucial for maintaining optimal stock levels and business operations. For more detailed instructions, For additional guidance on managing purchase orders, refer to the WIZniche Help Center.