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
- Select the tax status of the inventory using the radio buttons.
- 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.
- If the Taxpaid status is selected, then the inventory will not be tracked on the TTB Report.
- Select the SKU(s) in the SKU Picker.
- If an Add Inventory action is recorded from the SKU details page, the SKU will be pre-selected.
- 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.
- Use the “Location” bulk dropdown menu to clear all selected locations or apply a location to all SKUs.
- 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.
- Enter the quantity of inventory.
- Use the “Quantity” bulk dropdown menu to clear all quantities or apply the same number of groups and items across all SKUs.
- Click the green ‘Add Inventory’ button.
Video Tutorial