I want to manage my customers' stocks. How do I do that?

Managing stocks at your customers' premises is easy with the StockManager. This can be found in the BarTrack HuB.

With the BarTrack Inventory Manager, you have the ability to manage your customers' inventories, add items, and print barcodes on behalf of the customer. Additionally, it provides insights into the speed at which products are being sold to customers and their availability in stock.

This support article covers the following topics:

Create stock location

Add items in the customer's stock location

Creating a stock location

The BarTrack HuB's Stock Manager module allows wholesale employees to efficiently and effectively manage their customers' inventories. You can easily create stock locations, add items, and print barcodes. Additionally, the module provides insights into order statistics, enabling you to better anticipate your customers' needs. This helps optimize your workflow and increase customer satisfaction.

1. Go to the BarTrack HUB and sign in to access the inventory management features.
2. Click on the menu bar and select 'Inventory Manager'. In the following screen, you will see an overview of all the stock locations of customers connected to BarTrack.
3. Next, click on the pink plus button located at the bottom right to create a new stock location.

Adding items to a location

1. In the next screen, you can add items to the stock location. Simply click on the pink plus button again to add items.

There are two ways to add items: manually searching in a list or importing them through a CSV file.

A. If you choose 'manual', you can select items from the inventory files of the wholesalers you frequently order from. All items you have previously ordered through BarTrack will automatically appear in the list. You can adjust the search results using the buttons at the top left, such as filtering by supplier.

(Note: If you don't see any items, please contact your wholesaler as they can add the items for you.)

B.  Would you prefer to import the items instead? Choose 'import barcodes' to download and upload a CSV sample file. Afterward, all items will be automatically added to the order list. For more information on filling out the sample file, we have also written a support article on this topic.

After manually adding or importing items, all the products will be stored in the respective location. If you need to make any changes to the item information, simply navigate to the detail page of the specific product. Here, you can manually enter additional details for the item.

You have the option to add extra information to the standard item, such as the name, order quantity, position, minimum and maximum stock levels, custom item number, and a potential note. This information is only visible to the purchaser who is working with the specific location.