Overview

Below are the different functions within Orderbot that allow you to keep your inventory up to date. You can also use purchase orders to receive inventory or import inventory data using an Excel file. See our training videos for more information.

Instructions

Inventory Count

Navigate to Products > Inventory Count. This option is typically used after performing a manual inventory count to update quantities in Orderbot.

• Select your Product Class, Category, and optionally Group.
• Select other filters such as warehouse, vendor, product name, or SKU.
• Enter your inventory count under the Count QTY column.
• Click Submit. Inventory will be updated as of 11:59 PM on the current day.

To review inventory history, go to Reports > Inventory Transaction Report. This report displays order shipments and received purchase orders for a specific SKU.

Update Inventory As of Date

Refer to the Inventory Count section for general functionality. This option allows you to apply inventory changes retroactively by selecting a past date.

Inventory Adjustment

Navigate to Products > Inventory Adjustment. Use this feature for daily adjustments due to events such as damaged goods or inventory errors.

• Select Product Class, Category, and Group.
• Select filters such as warehouse, vendor, product name, or SKU.
• Enter the adjustment in ADJ QTY (use negative values to reduce, positive to increase).
• Enter a reason note for the adjustment.
• Select an 'adjustment reason' from the dropdown.
• Submit Inventory Adjustments.

Inventory Transfer

Navigate to Products > Inventory Transfer. Use this option to transfer stock between warehouses.

• Select Product Class, Category, and Group.
• Select optional filters such as vendor, product name, or SKU.
• Select the source warehouse for the transfer.
• Search to display inventory from the selected warehouse.
• Select the destination warehouse.
• Enter the transfer quantity under ADJ QTY.
• Click Submit.