Documentation

Add Inventory

To start managing your inventory with our plugin, you will naturally need to add your items to the system. To add a new inventory item, simply click Inventory on the main navigation menu, then click Add New Item, just like you would add a new post to your WordPress site.

You will be able to specify the resource name and description.

Delete Item

Inventory items can be permanently deleted from your system. It will also erase their sales, purchases, receipts, shipments data so please be cautious.

Add Purchase

Once you added some inventory data to the system, you can start managing it. Lets get some items purchased to replenish your stock.

Go to the Purchases menu, then click Add New Purchase.

You can specify the new purchase order reference number (it can be auto-generated for you), set the issue date and finally add the required inventory items for your purchase order.

Then can choose the status for your new purchase. Draft is a sort of an estimate, you will be able to change it later, update quantities and prices. When you change the status to Issued, that means you have sent the purchase order to your supplier. After that the purchase is freezed and its items, quantities and prices can't be changed.

Receive Purchase

Once the purchase is marked as Issued and sent to the supplier, you can now expect your ordered items to arrive.

To register a received item, go to the Purchases menu, choose the purchase order that the items are arrived for, then go to Receive Items.

You can mark all the items as received in full, or register a partial receipt if needed.

Once the purchase receipt is added, your newly received items will increase the available stock count. You will be able to make sales and earn money!

Add Sale

Go to the Sales menu, then click Add New Sale.

You can specify the new sale reference number (it can be auto-generated for you), set the issue date and finally add the required inventory items for your sales order. The system automatically adds the sales price you previously defined in the inventory part, and it also shows the avialable stock count so you always know what you can sell.

Then can choose the status for your new sale. Draft is like an estimate, you will be able to change it later, update quantities and prices. When you change the status to Confirmed, that means you have sent the sale offer to your customer. After that the sale is freezed and its items, quantities and prices can't be changed.

Sales Shipment

Once the purchase is marked as Confirmed, your customer can now expect you to ship the ordered items for them.

To register an inventory shipment, go to the Sales menu, choose the sale order which items are to be shipped, then go to Ship Items.

You can mark all the items as shipped, or register a partial shipment if needed. Optionally, you can provide additional information like the carrier name, tracking number, as well as add some comments.

Once the shipment record is added, your inventory stock count will be decreased by the number of the shipped items. Make sure you replenish your stock to keep your customers happy!

Inventory Item Status

There is a nice page showing various useful details about your inventory items performance. Go to Inventory, choose the item you are interested in, then click the Status link in the sidebar.

You will see the quantity in stock, number of items to be received from purchases and shipped for sales, weighted average cost and price, and much more.

Inventory Item History

Similar to the status page, there is the inventory item history page that will show you all the movements of this item. You will see when it was added to sales or purchases, received or shipped. Go to Inventory, choose the item you are interested in, then click the History link in the sidebar.

Additional Settings

Our software provides a variety of configuration options. Go to Settings to fine tune your system. You can define your currency, price view formatting, data and time format options, defined automatic generation options for reference numbers for sales, purchases, and much more.