# Inventory Management # Create New Inventory/SKUs **Initial Creation** 1. Select [Inventory](https://onlinefulfilmentcentre.myhelm.app/inventory/index) from the side-navigation 2. Press the blue **Create Inventory** button at the top right 3. Here you will see a very simple page to fill out.
TitleDescription
NameThe name of the new item
SKUThe item's SKU
Secondary SKUAs above, however this in unlikely needed, as Helm give control over linking many alternate SKUs in their [linking page](https://onlinefulfilmentcentre.myhelm.app/inventory/link).
Item TypeSelect **Inventory** or **Group**. More detail can be found in our [Item Types document](https://docs.ofc.anetwork.uk/books/client-guides/page/item-types "Item Types")
Batching TypeTypically **No Batching**, but if you do make use of batches for this inventory item, set to **Batch Numbers**, not Serial Numbers
**Inventory Page** With a basic inventory item created, you will be redirected to its full inventory page. If you have not been, inventory can be accessed via the side-navigation, selecting [Inventory](https://onlinefulfilmentcentre.myhelm.app/inventory/index), finding or searching for the SKU/Item name and clicking the blue icon at the right of the item. From here you have access to a plethora more options, I will cover some of these that have been deemed most important here. If you have these, fill them out. **General Inventory Info**
TitleDescription
Cost Price£7.95
Retail Price£7.95
HS CodeA 6+ digit code to classify what an item is for customs. Built from categories, materials, etc.
Country of OriginUnited Kingdom
DescriptionA description of the item
Customs DescriptionAn alternate description to briefly detail what the item if for customs on international orders. This could be Fabrics, Food Goods, etc.
Declared ValueThe declared value of the inventory if the item value is 0, free item, etc.
**Barcodes** Any barcodes for this inventory item. Typically there is only one. We use this to scan the items to verify for picking and packing, so please ensure this is correct. **Packing Parameters** This will have a row in here by default named **\#1** with **Type PCS**. This row is to represent a single piece of stock for this inventory item, and as such requires the weight, and measurements of a single piece of stock. This is used to determine packaging, and delivery options, the more correct this is the less likely for shipping issues to occur. **Stock Location Information** We at OFC will manage this, but this will give an overview of where the stock exists in our warehouse, and how much there is. # Check Inventory Levels **Inventory Landing Page** On the landing page, accessed from the sidebar navigation and pressing Inventory you will see an overview of you inventory here. Two of the pieces of information you will see if **Stock Available**, and **Stock Open**. There is also a button on the left of each inventory item labelled **Stock Summary**, pressing this will open a modal with more stock information. **Inventory Page** On the Inventory page, accessed by pressing the paper and pencil icon on the right of each inventory item on the landing page. There will be a **Stock Levels Summary** block that gives the same information as the **Stock Summary** button on the landing page. One benefit of the inventory page is that is has a **Logs** button that when pressed will show stock movements, and any reductions along with the reason for it. # Inventory Overview This is a WIP document, please bear with us **Inventory Landing Page** On the sidebar-nav select Inventory. This will bring you to an overview page that displays a paginated list of all your inventory items. By default this will list any and all your inventory, but you can change this using the Filters button at the top of the page. Here you can get some brief insight into the items at a glance such as: - The inventory's Name - Image - SKU (also secondary SKU if set) - If the item is an [Inventory item or Group](https://docs.ofc.anetwork.uk/books/client-guides/page/item-types "Item Types") - Which of your Marketplace Integrations and linked to sell this product - Available and Open Stock - The Item weight - Any tags associated to the item We use tags internally to aid with processing orders, etc. Things such as printjobs, if they're Amazon orders, etc. On here there are also two buttons. The first on the left labelled **Stock Summary** when clicked will display a modal with all the stock information regarding the invetory. The second on the **far right** of each Inventory with a **paper and pencil icon** when clicked will take you to the Inventory page for this item. **Inventory Page** This page offers much more insight into the products, and is where you will set the majority of the inventory data when updating or [creating inventory](https://docs.ofc.anetwork.uk/books/client-guides/page/create-new-inventoryskus "Create New Inventory/SKUs"). **General Inventory Info** **Stock Levels Summary** Like the Stock Summary on the Landing Page, this displays the amount of stock. There is also a blue **Logs** button here that when pressed will display any stock, and location changes along with a reason as to why if it's been provided. **Default Tax Rate** **Inventory Fabric Content** **Packaging Parameters** **Assembly Instructions** **Inventory Categories** These are just used for filtering and management to try to keep things simple. For instance, you could have a category for Tablets that you can then use to filter by in the Inventory Landing Page. To add the inventory item to a category, just select or search for the category in the dropdown. Bear in mind, that there are no categories by default, so these need to be [created](https://docs.ofc.anetwork.uk/books/client-guides/page/create-inventory-categories "Create Inventory Categories") first. **Barcodes** **Stock Settings** **Stock Location Inventory** **Global Stock Warning Level** **Image** **Purchase Order Details** **Group Links** **Suppliers** **Assembly Components** # Groups/Bundles There may be cases where you would like to sell certain products together without it being a new product all together, or you want to sell boxes of 2,3,4 items while not wanting to have to manage different amounts of stock for the same thing. This is where groups/bundles become a useful tool to employ. Groups work as a psuedo-item that contains multiple other items/quantities deepening on what you want. **Create a Group** This is super simple, as it's just the first step of create normal inventory. 1. Select Inventory on sidebar-navigation 2. Press [**Create Inventory**](https://onlinefulfilmentsandbox.myhelm.app/inventory/create) 3. Fill out the form Add a Name. e.g. Starter Bundle A SKU Item Type: Group Batching Type: No Batching (each item without could be batched, but a bundle doesn't need to be) This will redirect you to the new group's inventory page **Add Inventory to the new Group** From the Group's inventory page 1. Click **Add Inventory** 2. Select the individual item from the dropdown, and set the quantity you require 3. Press **Add Link** 4. Repeat the above for each item in the Group We're all done. These groups will count as items, and if we update your marketplace with stock levels, will also update the stock levels fro the group SKUs you have. These levels will however be calculated based on how many of these groups can be created with the remaining stock of each of the inventory items within in. So if you need 2 of something for a group, but only have 1 in stock, the groups stock will show as 0 for your customers. # Inventory Bulk Actions On the Inventory Landing Page accessed via [Inventory](https://onlinefulfilmentcentre.myhelm.app/inventory/index) on the sidebar-navigation, a list of inventory will be displayed with check boxes to the left of each of them (and one at the top in the headings that will select all inventory visible on this page). Clicking on these checkboxes will popup a bar at the bottom of the page that allows you to perform certain actions in bulk. Within this bar will be three dropdowns (drop-ups I suppose) will be shown. #### Select Bulk Action Anything from here is available in the Select Bulk Action dropdown when pressed. This list may change, but for now it contains the ability to. **Print Barcodes** **Enable Stock Sync** **Disable Stock Sync** **Remove Ghost Assets** **Set as Archived** **Pause Stock Sync Until** **Create Stock Take Schedule** **Delete** This will **delete** the selected items, ensure that only the items wanted to be removed are selected. I would recommend [applying filters](https://docs.ofc.anetwork.uk/books/client-guides/page/filters "Filters") where possible and still double, triple checking that everything is correct. **Clear Tags** Selecting this will remove all tags from the selected items. #### Add Tag This will add a new tag to each of the selected items tag-lists. - Click Add Tag - Fill out the textbox - Press Submit #### Categories Similar to the Add Tag functionality, but with the ability to add or remove categories from the items categories lists. This requires inventory categories to be set, this can be done following our [Create Inventory Categories](https://docs.ofc.anetwork.uk/books/client-guides/page/create-inventory-categories "Create Inventory Categories") page. - Click Categories - Select Add/Remove Categories from the first dropdown - Search for and select the category from the second dropdown - Press Submit # Checking Batch Information **Check Per Inventory Item** To check batch information, go to the inventory item that uses batching. This can be accessed via [Inventory](https://onlinefulfilmentcentre.myhelm.app/inventory/index) and then clicking the manage button on the far right of the item. Scroll down to **Stock Location Information** and click the first button (the 3 sliders).. This will load the batch management for that specific item allowing you to see, or export the relevant batch data. **Batch Reports** Alternatively, you can use the [Batch/Serial Numbers and Expiry report ](https://onlinefulfilmentsandbox.myhelm.app/reports-new/download?tab=batch_numbers_and_expiry)found in [Reports](https://onlinefulfilmentsandbox.myhelm.app/reports-new/download) on the sidebar and download the report(s) you'd like.