How to Add Inventory

The Add Inventory action allows you to add inventory to one or multiple SKUs and can be accessed: 

  • From the global ‘Record inventory action’ dropdown menu in the top navigation bar 
  • Via the ‘+Add inventory’ button on the SKU details page
  • From the ‘Record inventory action’ dropdown menu in the Inventory by Location widget on the SKU Details Page

Check out the video tutorial below

💡 Are you onboarding inventory for the first time? If you would like your inventory to show as "on-hand at start of period" in the TTB export, then you should use the Onboard inventory action. 

How to use the Add inventory action

  1. Select the tax status of the inventory using the radio buttons.
    1. If In-bond is selected, choose the appropriate reason - either bottling or bond to bond transfer in. The reason selected will appropriately populate the correct line on the TTB Report for the addition of the inventory. 
    2. If the Taxpaid status is selected, then the inventory will not be tracked on the TTB Report.
  2. Select the SKU(s) in the SKU Picker.
    1. If an Add Inventory action is recorded from the SKU details page, the SKU will be pre-selected.
  3. Select a location from the Location dropdown menu. Only the locations with the same tax status you chose in Step 1 will populate the dropdown menu. 
    1. Use the “Location” bulk dropdown menu to clear all selected locations or apply a location to all SKUs. 
    2. If an Add Inventory action is recorded from the Inventory by Location action menu then both the SKU and the location will be pre-selected.
  4. Enter the quantity of inventory.
    1. Use the “Quantity” bulk dropdown menu to clear all quantities or apply the same number of groups and items across all SKUs. 
  5. Click the green ‘Add Inventory’ button. 

How to Add Inventory_Annotated

Video Tutorial