Presenting the
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Stock Management Interface
Improvement to the product sheet
Quantities management
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In PrestaShop 1.4, you could manually set the quantity of product available for sale. In PrestaShop 1.5 and 1.6, you can still set the quantity manually for each product. But once advanced stock management is also enabled, you can also automatically set the quantity depending on the current quantity status of the physical product. Note that it is possible to enable advanced stock management globally, yet only use it for one product or just a few. |
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The rest of the page is explained in the "Adding Products and Product Categories" chapter of this guide.
Supplier management
You can now set more than one supplier for a given product. For each supplier associated to a product, you can set the supplier's reference number and a default purchase price for that product as well as its combination. This information is used when making an order to the supplier.
Warehouses management
If advanced stock management is enabled, a "Warehouses" tab appears in the product sheet, where you can indicate which warehouse(s) the product and each of its combinations can be stored in. You can even indicate the location for the product and its combinations.
You must first create at least one warehouse (see below) before associating a product to it and setting the product location in it. This step is essential: it is important to at least set one warehouse in which a product can be stored. This will have considerable impact on the order preparation in the multi-shipping context.
Warehouses management
In version 1.4.x, stock management was strictly tied to the quantity of product available for sale, which was set once then varied according to stock movement without taking any warehouse issue into account.
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- Click here if you want details on products in this warehouse. Takes you to the warehouse's "Instant Stock Status" page.
- Click here if you want details on what happened in this warehouse. Takes you to the warehouse's "Stock Movement" page.
Stock management
Now that you have created one or more warehouses, you have to set stock for each of them. To that end, go to the "Stock Management" page under the "Stock" menu.
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The two last icons only appear if there already is some stock of the chosen product in any warehouse.
Adding stock to a warehouse
To add more stock to a product, use the "Add stock" action (up arrow) for said product or product combination. A new page opens, containing a form where the most important information is displayed in order to help you identify a product with certainty (reference, EAN13 and UPC code, and name). This information cannot be changed from this form, therefore it is grayed out.
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When hovering the "Quantity to add" and "Unit price (tax excl.)" fields with the mouse cursor, the interface will display a reminder of their values the last time you added some stock. |
Removing stock from a warehouse
When you want to remove a certain quantity of product stock, you must use the "Remove stock" action (down arrow, available only when there already are products in stock). A new page opens, containing a form where the most important information is displayed in order to help you identify a product with certainty (reference, EAN13 and UPC code, and name). This information cannot be changed from this form, therefore it is grayed out.
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- Quantity to remove. This must be a positive number. You cannot add stock by using a negative number.
- Usable for sale. Whether this quantity should be removed from the usable quantity or from the whole physical quantity (including the reserved one).
- Warehouse. From which warehouse that quantity should be removed. The form lets you remove product stock from only one warehouse at a time. If you need to remove stock for this product in more than one warehouse, you must make the entire removing process again for each warehouse.
- Label. A label for the stock movement that you are generating, for future reference. This is purely informational.
Transferring stock from one warehouse to another
The stock transfer enables you to transfer stock from one warehouse to another, or from one status to another (usable in store / reserved) within a single warehouse. Click on the "Transfer stock" action (sideways arrows, available only when there already are products in stock). A new page opens, containing a form where the most important information is displayed in order to help you identify a product with certainty (reference, EAN13 and UPC code, and name). This information cannot be changed from this form, therefore it is grayed out.
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For these operations, all that is related to valuations is run automatically according to the management method chosen for each warehouse. Currency conversions work the same.
Stock movement
This interface enables you to view the stock movement history. You can display all of the stock movements, or only those tied to one warehouse. Filters can be applied to refine your search.
When the "Filter movements by warehouse" drop-down list is set to a warehouse, you can make a CSV export of the obtained list.
Stock instant status
This interface enables you to have an instant overview of your stock, either globally or per warehouse. The numbers are current.
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- Export the indicators tied to the quantities.
- Export the indicators tied to the valuation.
Stock coverage
This interface enables you to overview the coverage of your stock. The coverage indicates how many days your current stock can last. This information is very useful, as it helps you predict the necessary restocking. Coverage is calculated according to previously registered stock movements.
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It is possible de receive notifications of the stock coverage for a product. The e-mail notification module (mail alerts) has been updated in order to take product stock coverage into account. It is thus possible to set a number of coverage days below which you will receive a notification. See the configuration for this module. |
Supply orders
One of the major features of the stock manager is the ability to place orders to suppliers so as to better manage your restocking.
This interface enables you to manage all your supplier orders, as well as reusable order templates.
The order template creation process is the same as the order creation process (except for the "Expected delivery date" field). We will therefore only explain the order creation process.
Creating a new order
The creation of an order for a supplier can be broken down in two steps: creating the order, then adding products to it.
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The "+" icon in the supply order list displays the order's history, which enables you to see who did what and when.
Order template creation
The whole point of creating a template is to serve as a basis for new orders.
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Once you have created your template, you only need to use the "Use this template to create a supply order" action from the template list (the "two windows" icon) to start creating an order.
Changing the status of a supply order
Each order has many available actions (in the "Actions" column of the order list). One of them enables you to edit the status: the "Change state" one. There are six possible default statuses, but you can add your own (see the "Configuration" section of this chapter).
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With each status change, the status drop-down selector evolves in order to present only the possible status changes, in regard to the current status. The unavailable statuses are grayed out.
Details of a supplier order
Clicking the "View" icon from the list of supply orders enables you to get a synthetic view of your order.
You can also download the invoice generated as a PDF file (provided the order is validated by you) from the list of orders or from the status change page.
The "Details" action (the "+" icon) enables you to display the status change history for the current order.
Registering the reception of products
You must change the status of your supply order within PrestaShop as soon as actions are taken in the real world. This is done using the "Change state" icon in the "Actions" column from the list of orders. The form in this page always pre-selects the next logical status, but you are free to choose any of the other statuses available.
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When all the products from the order have been received, you must manually change the supply order's status to "Order received completely". This ends the supply order process, and a new action appears: "Export" (with a Microsoft Excel icon), which you can use to download a CSV file of all the information pertaining to that order.
CSV export
Using the supply orders interface, you can filter the list of orders or the details of these orders so that you may export it, according to the current filters (reference, supplier, etc.).
Moreover, you can choose not to display the orders that are completed or canceled, using the appropriate checkbox.
Configuration
The configuration page enables you to customize the way certain parts of the advanced stock manager work:
- The available statuses for a supplier order.
- The labels for the stock movements.
- The default statuses for some stock movements which are used throughout the solution.
Adding a new default order status
You can add custom statuses corresponding to your business line. You cannot delete a default status.
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- The order can be edited. As long as the order is editable, it cannot be sent to the supplier.
- The order delivery note can be generated.
- Product reception is ongoing, meaning that you have not yet received all the ordered products.
- Product delivery is still pending, meaning that you are still waiting for any product to arrive.
Adding a stock movement label
It is possible to add more labels to stock movements. Click the "Add new" button from the "Stock movement labels" section to access the creation form.
You simply have to set a name for the label, and indicate whether it pertains to stock increase or decrease. Those labels can be used when adding/removing/transferring stock manually (as explained earlier).
Changing default supply order labels
It is possible to choose the default stock movement labels in the following standard cases:
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