Inventory Management
Learn how to Keep track of stock levels, create and send Purchase Orders.
12 articles
Catalogs
Catalogs in WIZniche
Catalog: Setting Up Inventory CategoriesThe first step to a localized Catalog in WIZniche is creating the structural categories that hold your items. This guide covers how to access the Catalog and create your first…
Catalog: Adding Inventory ItemsOnce your categories are in place, it is time to populate them with specific products. This guide details the data fields required to track stock levels, costs, and pricing for…
Catalog: Managing & Exporting Your CatalogWith a populated Catalog, you need tools to sort, filter, and audit your stock. This guide explains how to customize your view and export data for external analysis.
Reports and Bundles
Inventory Reports and Bundles in WIZniche
Report: Accessing Inventory Reports & MetricsThe Inventory Reports page is your command center for monitoring stock levels, total valuation, and potential shortages. This guide covers how to access the page and read the high-level dashboards…
Report: Managing the Inventory ListThe "List" tab is the default view of your Inventory Report. It provides a detailed, line-by-line breakdown of every item in your catalog. This guide explains how to edit and…
Report: Creating and Managing BundlesBundles allow you to group multiple inventory items together under a single price or discount structure. This is ideal for selling kits or packages. This guide covers how to create…
Vendors
Vendor Management in WIZniche
Vendors: Creating and Managing VendorsThe first step to efficient inventory management is creating a digital address book for your suppliers. This guide covers how to navigate the WIZniche Vendors page and input essential details…
Vendors: Creating Vendor Categories and ProductsOnce your vendors are in the system, you need to define what they sell. This guide explains how to categorize supplier goods and add specific products to your system so…
Purchase Orders
Purchase Order Management in WIZniche
Purchase Order: List PageThis article shows you how to manage Purchase Orders (POs). You’ll learn how to open the page, use the top bar (search, columns, print/export, + new), filter by status tabs,…
Purchase Order: Creating a Purchase OrderEfficiently managing purchase orders is critical to any business's procurement process. The first step is generating the official record in the system. This guide covers how to start a new…
Purchase Orders: Adding Products, Notes and AttachmentsOnce the Purchase Order header is created, you need to list the specific items you are buying. This guide explains how to add products, calculate costs, apply discounts, and attach…
Purchase Order: Placing Order and Managing StatusesA Purchase Order isn't static; it moves through a lifecycle. This guide explains how to use the Action Buttons to track an order from "Pending" to "Received," ensuring your inventory…