stockEasy Setup

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Aims & Preparation

Most of this is included if you get the Installation & Setup Service

stockEasy is an extremely powerful tool for dealing with inventory in Magento. We're going to set it up for most common tasks and see what it can do.

Follow the Easy Install Guide to get stockEasy up and running.

 

What Does stockEasy Do?

It helps in 3 main areas:

1. Editing stock levels
2. Exporting stock reports
3. Planning stock buys

Editing stock levels

The standard Magento way to do this is:

1. Click an item
2. Click the Inventory tab
3. Find the item
4. Set the new qty, trying not to make a maths error
5. Remember to set the status to 'In Stock' and 'Enabled' (or the product won't be available to buy)
6. Scroll back up and save the product
7. Go back to the Catalog Grid
8. Find the next item

The stockEasy way to do this is:

1. Find the item
2. Type the new stock level (use artithmetic in the cell if needed)
3. Hit Enter
4. Find the next item

This is obviously a lot less time-consuming, and much less prone-to-errors. It's also a lot easier to train someone how to do it ("click the qty, enter the new qty" vs. ... A long process...)

--or--

• Import a simple csv file, where the only required fields are 'sku' and 'qty'.

Handy if you're generating stock numbers on spreadsheets, or outputting from other warehouse management software.

--or--

• Scan the products as they come in the factory door with a barcode scanner.

If you set the stock at the moment it arrives in the warehouse, and use things like Purchase Orders, where the delivered qty may be different to the ordered qty, then this is a great way to streamline the process.

--or--

• Automatically import stock from your suppliers.

Ideal for dropshippers, or if you have suppliers with varying qty of items on hand that you can order from direct.

In The Catalog Grid

You can also edit cost and price the same easy way

1. Find the item to change (eg. search in the sku column)
2. Click in the 'Qty' field, and type in the new qty.

   

   Use simple arithmetic to make this easy: eg. type +371 on the right of the current qty, to add 371 to the current qty

3. Hit Enter

   The cell will glow green when set : easy to see when it's saved, and visually easy to find your place.

Editing The Grid Layout

stockEasy provides a super easy-to-use Grid Editor : only show columns that are useful to you

1. Go to the SystemConfigMoogento > stockEasy -> Catalog Grid Setup

   

2. Slide the green on/off switches to show/hide each column
3. Drag the grid icon (left of each entry) to reorder the columns
4. Set the column title to something you'll understand
5. Force the column width by setting that

   

Add Custom Attributes To The Grid

1. Just click in the 'Add more product attributes to grid' section.

   

2. Choose the ones you want, and save.

Set EDX Row Warning Colors

• What's EDX? Estimated Days to Out-Of-Stock

1. Set this in the same part of the config.

   

2. You can add as many steps and custom colors as you like.

You'll have an easy-to-see visual low-stock warning.

via Manual CSV Import

1. Head to to the CatalogManage Products(Product Grid) and click Import Stock : CSV
2. You'll arrive on a page with one button; click it and select your CSV file.
3. It will import that and then set your stock levels automatically from that.

• You need a sku column in that file, so stockEasy knows which product to edit.
• You can also have any of these optional fields:
  • qty
  • price
  • cost

Here's a sample CSV stock import file

via Barcode Scan

• An awesome stockEasy feature. This significant cuts training, you can now give a team member a barcode scanner and tablet (iPad mini works well) and just get them to scan incoming stock.
• We made a separate screen so, in conjunction with powerLogin, you don't need to give access to any other parts of your admin.
• The special screen has been designed to cut out all that unnecessary Magento clutter and focus on the important bits related to importing stock.

1. Set the product identifier attribute - this will usually be sku. This is set in SystemConfigMoogento > stockEasy -> Import Stock : Scan -> Which product attribute are we scanning?
   • Bonus! If you're setting a custom attribute at the same time (eg: warehouse shelf location), then choose that attribute in the 'Show additional attribute' section
2. If you want to scan in the qty (instead of entering it via the iPad keyboard)
3. Head to to the CatalogManage Products(Product Grid) and click Import Stock : Scan
4. You'll arrive on a special page, designed just for importing stock with a Barcode Scanner.
5. Use powerLogin to set this as the login landing page for staff who only (or primarily) need access to it
6. If you see the orange 'Click before scan' notice, just touch/click in that button.

   

7. It will then go green: we're ready to start.

   

   1. Scan the product barcode.
   2. The product image will load up to help identify issues (eg. if the manufacturer has changed the barcode).