In SalesVu, you can assign products to multiple storage areas to better track inventory across different locations within your business. This feature allows you to manage stock levels for the same product stored in various areas, such as different rooms, warehouses, or store sections.
Steps to Assign Products to Multiple Storage Areas:
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Enable Multiple Storage Areas:
- Log in to SalesVu.com.
- Navigate to the Inventory section.
- Click on 'Manage Inventory'.
- Click on the dropdown arrow at the top right and select 'Settings'.
- Enable the option 'Enable the assignment of multiple storage areas to a product'.
- Click 'Save'.
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Create Storage Areas:
- While still in the Manage Inventory section, click on the dropdown arrow at the top right.
- Select 'Manage Area'.
- In the 'Manage Area' pop-up window, click on 'Add New'.
- Enter the name of the new storage area (e.g., Warehouse A, Front Store, Back Room).
- Click 'Save'.
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Assign Products to Storage Areas:
- In the Manage Inventory list, locate the product you want to assign to multiple storage areas.
- In the 'Area' column for that product, click on the dropdown menu.
- Check the boxes next to each storage area where the product is stored.
- Repeat this process for each product you wish to assign.
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Use Count Sheets for Multiple Storage Areas (Optional):
- To perform inventory counts for products in multiple storage areas, you can use Count Sheets.
- Go to Inventory, click on the dropdown arrow at the top right, and select 'Count Sheet'.
- Click on 'Add Count Sheet'.
- Name your count sheet and select the products and storage areas to include.
- Assign employees and set the schedule if needed.
- Save the count sheet.
- On the SalesVu POS app, employees can access the count sheet and perform counts for each storage area.
For detailed instructions on how to use count sheet feature with multiple storage areas, click here.