Catalog

Set a SKU’s stock source

A variant’s stock source says which inventory item it uses and how much of it one unit sells for, such as “6 each from Jade coaster”. Sales and purchase orders need it: a line can be confirmed only when its variant has a stock source.

Set up a stock source

1. Open the item from Catalog, then open the variant by selecting its SKU. You can also select Expand to full page on the item to see every variant’s stock source in one table.
2. Beside Stock source, select Set up, or Change if one is already set.
3. In Physical stock item, choose the inventory item this SKU uses. Type to search; when nothing matches, the list offers to create one.
4. Enter the Physical quantity per selling unit: how many of the inventory item’s base unit one selling unit uses, such as 6.
5. Enter the Selling unit, such as each or pack.
6. Enter the Smallest selling increment: the smallest quantity an order line can have, usually 1.
7. Check the summary below the fields, such as “One pack of this SKU uses 6 each from Jade coaster”, then select Save stock source.

Sell singles and packs from the same stock

Two variants can share one inventory item. A single SKU uses 1 each and a six-pack SKU uses 6 each from Jade coaster. With 25 each on hand, you can sell 25 singles or 4 six-packs, not both: they draw from the same stock.

Sell sealed packs as their own stock

If you assemble packs ahead of time and count them separately, give them their own inventory item, such as Sealed jade six-pack with the base unit pack. Set the six-pack SKU to use 1 pack from that item, and make the packs with a recipe that uses 6 each of Jade coaster. Selling singles never draws from sealed packs; to unpack, you need a separate recipe. See Make stock with a recipe.

What to know

• A variant has one stock source. Changing it affects future confirmations; orders already confirmed keep the stock source they were confirmed with.
• Quantities are positive and can have up to nine decimal places.
• An order line’s quantity must be a whole multiple of the smallest selling increment, or the order can’t be confirmed.
• Once a stock source uses an inventory item, that item’s base unit can’t change.
• Each inventory level’s SKU capacity shows how many of each SKU its stock covers. See Stock terms.