Managing Inventory
  • 27 Oct 2022
  • 1 Minute to read

Managing Inventory


Edit Inventory

You can quickly update your in-stock inventory and check inventory history by clicking on the Inventory Management tab under Products in your Helcim Account.

Next, click on the product from the Low Inventory List that you want to update.The first tab option will be Modify Inventory to update the Product Inventory, if there are no variants associated with your product, simply type in the updated product amount.
If you have variants associated with the product, you can view the total product inventory.

Then choose to update by Variant or by Product depending on your item or service.
You can also click on the Inventory Log to view the details of each transaction for that product.When you are done click on Save to apply any changes.

Inventory Management Settings

General Settings

You can use the general inventory settings to further control how your Helcim Account manages your product inventory.

To begin using the Product Inventory management functionality, click on the Settings icon from the All Tools button.

Click on the Inventory Settings listed in the Merchandising and Invoicing menu

Online Store

If you are setting up an Online Store, use the selections here to manage how to integrate Inventory Management.
Manage and Update Inventory Levels: On/Off
Allow Back Orders: On/Off (Allow payment for out of stock items)
Display Inventory Count Online: On/Off (System displays available inventory in the Product Listing)

Hosted Payment Pages

Use these settings to adjust how Inventory Management is applied to any Hosted Payment Pages that have been created.
Manage and Update Inventory Levels: On/Off
Allow Back Orders: On/Off (Allow payment for out of stock items)

Retail Store

Use these settings to adjust how Inventory Management is applied to the Retail Store (Point of Sale).
Manage and Update Inventory Levels: On/Off
Allow Back Orders: On/Off (Allow Helcim Commerce to take payment for out of stock items)

Admin Orders

Use these settings to adjust how Inventory Management is applied to the Admin Orders functionality.
Manage and Update Inventory Levels: On/Off

Inventory Warning

To set up the Inventory Warning email, set Email Warning: On/Off
Use the *Low-Level Threshold: to set the stock level minimum level

Ensure the Low Inventory Warning email template is setup using the link in the Inventory Warning pop-up.

After any settings have been adjusted click on the Save button in the top right corner of the Helcim Commerce window



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