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Logo1.png Managing Stock and Inventory via Stock In/Stock Take

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Overview

In this guide, we will show you how to add or edit your stock and inventory levels, using Expandly.

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What is the difference between Stock In and Stock Take?

There are 2 options when updating stock levels via Expandly. These are:

Stock In - on this page, you will be able to search for the product(s) you wish to update and can then enter a stock value, which will then add to the current stock level already held within Expandly, rather than replace it. 

Stock Take - on this page, you can search for the product(s) you wish to update and then enter the new quantity available - You can also carry out stock takes in bulk via a CSV upload. The quantity added here will replace the current quantity in Expandly. 

Also, via the Stock Take function, you can select to 'Include In Progress Quantity in Stock Take', which will automatically reduce the 'In Progress' total from the stock take, and ensure that you do not add incorrect stock levels, that you do not have available (due to orders you still have to fulfil), to your product(s).

Carrying out a Stock In on Expandly

1. Click Products & Listings (left menu) and then Manage Products:

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2. On the Manage Products page, click Quantity Update (top right) and select the Stock In option:

 

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3. On the Stock In page, search for the product you wish to update using the search box and magnifying glass. Click mceclip3.pngto add additional products:

 

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4. Once all items have been added, that you wish to update, enter the quantity you want to add in the Quantity box (right)

PLEASE NOTE: this will be added to the existing quantity, and will not replace it. 

 

5. Click mceclip4.png (top right) to update your products. This in turn will also update any channel listings associated with the product(s) in Expandly. 

Carrying out a Stock Take on Expandly

1. Click Products & Listings (left menu) and then Manage Products:

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2. On the Manage Products page, click Quantity Update (top right) and select the Stock Take option:

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3. On the Stock Take page, before proceeding, choose whether you wish to include 'In Progress' totals on the stock take file. By turning this mceclip6.png, Expandly will automatically reduce the 'In Progress' total from the stock take, and ensure that you do not add incorrect stock levels, that you do not have available (due to orders you still have to fulfil), to your product(s).

4. Search for the product you wish to update using the search box and magnifying glass. Clickmceclip3.pngto add additional products and once all products you wish to change have been added, enter the quantity you want to replace the current quantity in Expandly to the Quantity box (right):

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PLEASE NOTE: if you have selecting to include 'In Progress' quantities on the stock take, the Updated Quantity column will reflect the quantity that will be added to Expandly for you. 

5.Click mceclip4.png (top right) to update your products. This in turn will also update any channel listings associated with the product(s) in Expandly. 

Carrying out a Stock Take in bulk

1. Click Products & Listings (left menu) and then Manage Products:

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2. On the Manage Products page, click Quantity Update (top right) and select the Stock Take option:

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3. On the Stock Take page, scroll down to the Bulk Stock Take section and click mceclip8.png to download a sample CSV file of your products

4. Open the downloaded file in Excel (or any other spreadsheet software)

5. On the CSV file, complete the relevant information for your products and save the file to your computer

6. On Expandly, drag and drop the file into the Drop zone, or upload manually by clicking mceclip10.png

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7. Click mceclip12.png to upload the file to Expandly. If successful, a notification will be received in the bottom right hand corner to make you aware. Please check in 10-15 minutes, and quantities will be updated on Expandly (and any listings associated to the products in Expandly) for you:

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Need more help? 

If you need a little extra help, no problem. Get in touch and we will be happy to help. 

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