Store Inventory and Orders

Contents

Inventory
Status
Managed Products
Adding Inventory
Orders
Fulfilling Orders
Receipts
Store Reports

You can use NeonCRM to automatically track your product inventory. NeonCRM can:

  • Provide a snapshot of your product inventory
  • Automatically subtract items from the inventory when they are purchased
  • Display an “Out of Stock” message and prevent orders of items with an inventory quantity of zero
Note: You do not have to use inventory tracking for your store. If you leave the quantity field blank for any item, it will be available indefinitely for purchase online.

Inventory tracking is enabled on a product-by-product basis. To enable inventory tracking for a product, navigate to the Inventory control screen:

Store Tab > Inventory

Using the drop-down menus at the top and clicking Search, you can filter the inventory list to find the items you want to manage more easily.

zd_managed_inventory.jpg

If your product has options (e.g. size, color, style etc.), you can manage inventory for each option separately.

Status

This lets you see either Active (available online) or Inactive products.

status_active_inactive.png

Managed Products

Selecting “Managed” products shows you the items that you are tracking with the Inventory system. Selecting Not Managed shows you a list of items that are not being tracked with the Inventory system.

managed_not_managed.png

Adding Inventory

Locate the item in the inventory list and click Edit (for items with managed inventory) or Add (to start managing inventory on a new item).

You can Add or Subtract item quantity, or Reset the quantity to a specific number.

If you decide that you no longer want to track inventory on a Managed item, click the Delete button.

Note: Clicking Delete will not remove the item itself from your system; it will only stop managing inventory for that product or option.

zd_edit_inventory.jpg

Once an item is Managed, NeonCRM will automatically deduct quantities when it is ordered. NeonCRM will also display an “Out of Stock” notice on the store when the quantity reaches zero. Constituents will not be able to purchase the item.

Orders

The Orders screen has two sections:

  • Open Orders
  • Recently Fulfilled Orders

Open Orders are orders that still need to be marked as Fulfilled by a system user. This is different from the Order Status, which is the status of the payment. Marking the order as Fulfilled indicates that it has been shipped (if shipping is required), and that nothing more needs to be done to give the constituent their item(s).

zd_orders_list.jpg

Fulfilling Orders

Fulfilling an order does two things:

  • Changes the status of the order to Fulfilled
  • It can send the buyer a notification of processing and shipping information (if the order is being shipped)

When you click Fulfill, you will see a popup menu that contains fields for processing data and shipping details. You can choose to send the buyer a shipping notification with tracking information. The Note field will also be sent to the buyer if you send them a notification.

zd_fulfill_order.jpg

Receipts

You can print out receipts for orders. Click Receipt to download a PDF of the transaction information. This can be useful as a packing slip.

zd_order_receipt.jpg

Store Reports

Store reports are available under Reports > New Report > Online Store.

zd_store_reports.jpg

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk