Setting up inventory

If you are going to be using the Inventory feature to track your stock levels, it is important that you set this up correctly before you start to sell your products.

NOTE: If you want to use Xero (online accounting software), you need to set up Xero first before starting the steps below.

1. You will need to set your default Inventory Tracking system preference on the Trade Settings screen. This will automatically set the Inventory Tracking for any new products you now create.

2. Then you will need to set the Inventory Tracking for each product. Setting this depends on whether your products already exist or not. Read on …

My products already exist and need to be updated

The best approach here is to re-import your products and set the Inventory Enabled cells (in your import file) to either Yes or No, depending on which products you want to track inventory for.

If you don't have an import file for your products, then you can create a file by exporting the products to update from the Products List screen. Modify the export file and then import it with the new Inventory Enabled settings.

I don't have any products yet

Each time you create a new product, the inventory tracking will be set based on your default Trade Settings preference. Alternatively, you can import your products and use the Inventory Enabled setting to tell us which products you want to track inventory for.