This module provides an overview of stock management, covering product availability, storage, and distribution across different locations.
Territory
Define and manage service areas based on geographical regions.
+ Territory
Click the ‘Add Territory’ option to manually enter a new territory. You will be directed to the page with the following form sections and fields:
Territory Details
Territory Name: Enter a unique name for the territory. This is a required field.
Territory Radius: Define the service radius (in km) for the territory. Required to determine coverage.
Territory Location
Location Title: Give a descriptive name for the territory’s central point or location. Required for reference.
Mobile Number: Input the contact mobile number for the territory manager. Country code is pre-filled.
Contact Person Name: Enter the name of the person responsible for this territory. This is a required field.
Email ID: Provide the email address of the contact person.
Address Line 1: Add the street address or premises information.
Country: Auto-filled based on system configuration.
State: Select the appropriate state from the dropdown list.
City: Choose the city associated with the territory.
Pincode: Enter the area’s postal/ZIP code.
Google Map URL: Add a Google Maps link for precise location tracking, if needed.
Status: Choose whether the territory should be marked as Enable (active) or Disable (inactive).
Confirmation & Submit
Cancel Button: Discards the current form inputs and returns to the previous screen.
Submit Button: Click to save the territory information. Upon submission, a toast notification such as ‘New Territory Added Successfully’ will confirm the addition. The page returns to the territory list view.
Below these controls you will find a table with various columns to interpret territory data quickly and accurately. The columns are listed below:
S.No: Serial number indicating the row position in the current view.
Territory Name: Name assigned to the territory for identification.
Territory Radius: The coverage area of the territory in kilometers.
Location Title: Descriptive label or address for the territory’s central location.
Contact Person Name: Name of the person assigned to manage or coordinate the territory.
Action: Manage by editing or deleting.
Edit: The same form sections and fields in the ‘Add Territory’ page will appear.
Delete: Deletes the category. A dialog box will appear with the text ‘Do you really want to delete the page?’ along with ‘Ok’ and ‘Cancel’ options. Canceling will remove the dialog box and clicking on ‘Ok’ will display this toast notification ‘Deleted Territory’ to confirm deletion.
Showing entries
Indicates the starting and ending index of currently displayed items and the total count. Showing 1 to 1 of 1 entries means only one record is available and shown.
Pagination Controls
Navigation buttons for moving between multiple pages of entries.
Previous: Moves to the page before the current one (disabled on the first page).
1: Indicates the current page number.
Next: Moves to the next page (disabled if there are no more pages).
After defining territories, warehouses can be created to establish storage points that support order fulfillment and logistics operations.
WAREHOUSE
Create and manage physical storage points assigned to specific territories for order fulfillment and logistics operations.
+New Warehouse
Click the ‘Add Warehouse’ option to manually add a new warehouse. You will be directed to the page with the following form sections and fields:
Choose Territory: Assign the warehouse to its corresponding territory.
Location Title: Enter the name or description of the warehouse location.
Contact Person Name: Input the name of the primary contact person for this warehouse.
Address Line 1: Enter the full street address of the warehouse.
Country: Indicates the country in which the warehouse operates.
Pincode: Enter the area’s postal or ZIP code.
State: Choose the relevant state from the dropdown.
City: Select the city where the warehouse is located.
Google_map_url: Optionally include a link to the warehouse’s exact location on Google Maps.
Email ID: Provide the email address of the warehouse’s contact person.
Mobile Number: Input the mobile number with pre-filled country code.
Landline Number: Enter the warehouse’s landline number using the default country and area codes.
Default Location: Choose whether this warehouse should be set as the default for the assigned territory.
Warehouse Status: Set the status as Active or Inactive to enable or disable warehouse availability.
Cancel: Discards the form input and returns to the warehouse list page.
Submit: Click to save warehouse information. A toast notification ‘New Warehouse Address Added Successfully’ will appear to confirm the addition.
Per Page (In the warehouse list view page)
It controls the number of vendor records displayed on a single page. To adjust this setting, follow the steps mentioned below:
Navigate to the ‘Per Page’ label at the top left corner of the vendor table.
The dropdown menu will show you options to display 10, 25, 50, or 100 vendors per page.
Choose the number of vendors you want to display per page.
The table will automatically refresh to show the selected number of per vendors page.
Search (In the warehouse list view page)
You can search vendors by entering specific order details to quickly locate the needed information. To adjust this setting, follow the steps mentioned below:
Navigate to the ‘Search’ box on the top right corner of the vendors table.
The system will automatically filter the table based on matching values from your input in any column.
The table will automatically filter and show only the matching records.
Below these controls you will find a table with various columns to interpret warehouse data quickly and accurately. The columns are listed below:
S.No: Serial number indicating the row position in the current view.
Name: Name of the contact person responsible for the warehouse.
Location: The warehouse’s physical or titled location used for reference and identification.
Mobile: Primary mobile number of the warehouse contact person for communication.
Email: Email address of the warehouse contact person.
Action: Manage warehouse entries by editing or deleting them.
Edit: Opens the same form sections and fields as seen on the ‘Add Warehouse’ page to modify the existing warehouse details.
Delete: Deletes the category. A dialog box will appear with the text ‘Do you really want to delete the page?’ along with ‘Ok’ and ‘Cancel’ options. Canceling will remove the dialog box and clicking on ‘Ok’ will display this toast notification ‘Deleted Warehouse Address’ to confirm deletion.
Showing entries
Indicates the starting and ending index of currently displayed items and the total count. ‘Showing 1 to 1 of 1 entries’ means only one record is available and shown.
Pagination Controls
Navigation buttons for moving between multiple pages of entries.
Previous: Moves to the page before the current one (disabled on the first page).
1: Indicates the current page number.
Next: Moves to the next page (disabled if there are no more pages).
After creating warehouses, products can be mapped to each warehouse to maintain a consolidated view of stock levels across locations.
WAREHOUSE BASED PRODUCTS
Consolidated view of inventory levels across all warehouse locations.
Change Location:
Dropdown at the top-right allows filtering inventory by warehouse location.
Selecting a location changes the list of products shown, displaying inventory specific to that warehouse.
If no location is selected, the table shows All Warehouse Inventory Data.
The Filter dropdown allows you to narrow down the inventory list based on:
Filter
Availability
All: Displays all products regardless of stock level.
In Stock: Shows only products with available quantities greater than zero.
Out of Stock: Shows only products with zero availability.
Product Type
All: Displays all product types.
Simple: Shows products that have a single variant.
Variable: Shows products with multiple variants (e.g., size, color).
Per Page (In the warehouse list view page)
It controls the number of vendor records displayed on a single page. To adjust this setting, follow the steps mentioned below:
Navigate to the ‘Per Page’ label at the top left corner of the vendor table.
The dropdown menu will show you options to display 10, 25, 50, or 100 vendors per page.
Choose the number of vendors you want to display per page.
The table will automatically refresh to show the selected number of per vendors page.
Search (In the warehouse list view page)
You can search vendors by entering specific order details to quickly locate the needed information. To adjust this setting, follow the steps mentioned below:
Navigate to the ‘Search’ box on the top right corner of the vendors table.
The system will automatically filter the table based on matching values from your input in any column.
The table will automatically filter and show only the matching records.
Below these controls you will find a table with various columns to interpret all warehouse inventory data quickly and accurately. The columns are listed below:
SKU: Unique identifier assigned to each product for inventory tracking purposes.
Product Name: Title of the product associated with the SKU.
Price: Selling price of the product listed in the system.
Incoming: Quantity of products currently in transit or expected to be added to inventory.
Committed: Number of units already reserved or allocated for customer orders.
Available: Remaining stock quantity that is currently available for new orders after considering committed stock.
Action:
View Inventory: Clicking the eye icon under the Action column opens the Store Settings screen which displays:
Product SKU
Product Name
Warehouse Location
Incoming Quantity
Committed Quantity
Available Quantity
Additional Options on this screen:
All Inventories: Navigates to a view showing product inventory data across all warehouses.
View Product: Opens the product’s public-facing page on the website for detailed customer view.
Update Quantity: Opens a dropdown to choose between increasing or decreasing stock levels.
Increase: Opens a popup to enter the quantity to be added and a description.
After entering values, click Save. A toast message ‘Updated Inventory Details’ will appear to confirm the update.
Decrease: Opens a popup to enter the quantity to be reduced and a description. After entering values, click Save. A toast message ‘Update Inventory Details’ will appear to confirm the update.
History: Displays the chronological log of all inventory activities performed for the selected product.
Date: The date and time when the activity occurred.
Activity: Type of inventory action performed.
Incoming: Quantity was increased.
Outgoing: Quantity was decreased.
Other: Non-quantity-related action.
Activity Description: Custom text added by the user during the update for tracking or clarification.
Activity Quantity: Number of units added to or removed from the inventory.
Available: Available stock count after the activity was completed.
Close: Closes the Product History window.
Showing entries
Indicates the starting and ending index of currently displayed items and the total count. “Showing 1 to 1 of 1 entries” means only one record is available and shown.
Pagination Controls
Navigation buttons for moving between multiple pages of entries.
Previous: Moves to the page before the current one (disabled on the first page).
1: Indicates the current page number.
Next: Moves to the next page (disabled if there are no more pages).
NOTE: The ‘Store Based Products’ side menu also contains the same form sections and fields as ‘Warehouse Based Products’ to provide a consolidated view of inventory levels across all store locations.
After reviewing warehouse-based product inventories, store locations can be set up to track stock availability across physical outlets.
STORE LOCATIONS
Manage physical store location details that are linked to inventory and territory-based operations.
+Store Location
Click the ‘Add Store Location’ option to manually add a new store location. You will be directed to the page with the following form sections and fields:
Location Title: Name for the store location.
Contact Person Name: Person in charge of this location.
Select Territory: Choose the predefined territory for the store.
Select Warehouse: Link this location with a warehouse.
Address: Full address of the store.
Email Id: Contact email for this store.
Mobile Number: Contact mobile number.
Country: Auto-filled or selectable country.
Pincode: ZIP or postal code of the location.
State: Choose from available states.
City: Choose the city from the dropdown.
Google Map URL: Insert the Google Maps link for precise location reference.
Save Changes: Submit the form to save or update the store details. A toast notification ‘New Store Location Added Successfully’ will appear to confirm the addition.
Cancel: Discard changes and return to the list.
Below these controls you will find a table with various columns to interpret store locations data quickly and accurately. The columns are listed below:
S.No: Auto-generated serial number for each entry.
Location Title: Name given to the store location.
Contact Person Name: Person responsible for that location.
Action: Manage by editing or deleting.
Edit: All the fields are the same as the ‘Add Store Location’ form section.
Delete: Deletes the category. A dialog box will appear with the text ‘Do you really want to delete the page?’ along with ‘Ok’ and ‘Cancel’ options. Canceling will remove the dialog box and clicking on ‘Ok’ will display this toast notification ‘Deleted Store Location’ to confirm deletion.
Per Page (In the warehouse list view page)
It controls the number of vendor records displayed on a single page. To adjust this setting, follow the steps mentioned below:
Navigate to the ‘Per Page’ label at the top left corner of the vendor table.
The dropdown menu will show you options to display 10, 25, 50, or 100 vendors per page.
Choose the number of vendors you want to display per page.
The table will automatically refresh to show the selected number of per vendors page.
Search (In the warehouse list view page)
You can search vendors by entering specific order details to quickly locate the needed information. To adjust this setting, follow the steps mentioned below:
Navigate to the ‘Search’ box on the top right corner of the vendors table.
The system will automatically filter the table based on matching values from your input in any column.
The table will automatically filter and show only the matching records.
Below these controls you will find a table with various columns to interpret all warehouse inventory data quickly and accurately. The columns are listed below:
Showing entries
Indicates the starting and ending index of currently displayed items and the total count. “Showing 1 to 1 of 1 entries” means only one record is available and shown.
Pagination Controls
Navigation buttons for moving between multiple pages of entries.
Previous: Moves to the page before the current one (disabled on the first page).
1: Indicates the current page number.
Next: Moves to the next page (disabled if there are no more pages).
After setting up store locations, performance insights can be monitored through reports and analytics to evaluate sales, customer activity, and overall business growth.
