Module: Inventory / Product Data

Topic: Inventory Step By Step

Version(s):  5.0 / 5.1

Editions: Commerce / Call Center

Below you will find step by step instructions on the recommended order inventory related components are setup. The links will give you more detailed instructions on HOW to do each step. This article is intended to be a quick guide. 
You will find a section specific to 5.1, 5.0, and Imports. Please review the steps that apply for your instance (You can confirm this by visiting System > About this Software). Imports are optional for both versions and recommended if inputting large quantities. 

Setting up Inventory 5.1

If utilizing multiple warehouse locations:

1. Inventory items
   
1. should have Default Warehouse location set to 0 search order
   
1. no quantity will be assigned to this location
2. additional Warehouse locations should have search order set 1 and increment for each location
   
1. quantity will be assigned to these locations from inventory sync
2. Base (product) Item
   
1. You need to make sure that the Sell From Location for the items associated to the offer have the Default Warehouse selected
   

1. Inventory Item - represent real items that can be purchased, shipped, and tracked.
   
1. OLX Inventory Sky Import - allows for adding new, and updating existing, inventory SKUs information in the OrderLogix application. It can also provide limited receipt functionality, for stock to be added in one step.
   
2. OLX Inventory Sky Association - allows inventory items that have already been added to the OrderLogix application to be associated with OLX Products. These associations can both be added or deleted with this import.
   
2. Product Offer - used in Scripts and allow you to set up several pricing scenarios for your products and campaigns. You can also apply custom commission and royalties for each product offer scenario.
   
1. Product Item – base items that all product offers and inventory items are associated to.
   
1. (prerequisites (if using): Client, Product Groups, Product Guarantees, Inventory Warehouses)
   
2. OLX Item/Offer Import a three-function import that can create both new items and product offers, while attaching (or not attaching) them to scripts in the OrderLogix application
   
3. Connecting Inventory to Items
   
1. Inventory Receipts - primary way new inventory is added to OLX
   
2. Adjust Inventory - allows manual adjustments to inventory items according to their storage locations - quickest and easiest if inventory item already has a location assigned to it
   
3. OLX Inventory Adjustment Import - allows for batch inventory amount adjustments in the OrderLogix application by providing relative or absolute adjustment amounts.
   
4. OLX Inventory Synchronization Import - allows for batch inventory amount adjustments in the OrderLogix application by providing amounts available to sell by SKU for every SKU in the warehouse.  These counts will be evaluated, and the Inventory counts in OLX will be updated to reflect this many units as available to sell.
   
5. Purchase Orders - make it possible to keep track of details, and print orders for new inventory.
   

Setting up Inventory 5.0

1. Inventory Item - represent real items that can be purchased, shipped, and tracked.
   
1. OLX Inventory Sky Import - allows for adding new, and updating existing, inventory SKUs information in the OrderLogix application. It can also provide limited receipt functionality, for stock to be added in one step.
   
2. OLX Inventory Sky Association - allows inventory items that have already been added to the OrderLogix application to be associated with OLX Products. These associations can both be added or deleted with this import.
   
2. Product Item – base items that all product offers and inventory items are associated to.
   
1. (prerequisites (if using): Client, Product Groups, Product Guarantees, Inventory Warehouses)
   
3. Product Offer - used in Scripts and allow you to set up several pricing scenarios for your products and campaigns. You can also apply custom commission and royalties for each product offer scenario.
   
4. Connecting Inventory to Items
   
1. Inventory Receipts - primary way new inventory is added to OLX
   
2. Adjust Inventory - allows manual adjustments to inventory items according to their storage locations.
   
3. OLX Inventory Adjustment Import - allows for batch inventory amount adjustments in the OrderLogix application by providing relative or absolute adjustment amounts.
   
4. OLX Inventory Synchronization Import - allows for batch inventory amount adjustments in the OrderLogix application by providing amounts available to sell by SKU for every SKU in the warehouse.  These counts will be evaluated, and the Inventory counts in OLX will be updated to reflect this many units as available to sell.
   
5. Purchase Orders - make it possible to keep track of details, and print orders for new inventory.
   

IMPORTS

1. OLX Item/Offer Import
   
1. a three-function import that can create both new items and product offers, while attaching (or not attaching) them to scripts.
   
2. OLX Inventory SKU Import
   
1. allows for adding new, and updating existing, inventory SKUs information in the OrderLogix application. It can also provide limited receipt functionality, in order for stock to be added in one step.
   
3. OLX Inventory SKU Association Import
   
1. allows inventory items that have already been added to the OrderLogix application to be associated with OLX Products. These associations can both be added or deleted with this import.