Inventory Management FAQs

This topic contains a list of questions frequently asked by STORIS users about Inventory Management. If you click on a question, the answer appears. Please note that more than one solution may exist for a given situation. Read the answers completely to determine which method best suits your company's needs.

To assign a status of as-is to merchandise, use any of the following routines:

Enter a Stock Adjustment (Inventory Adjustments).
Enter a Transfer (Warehouse Transfer Creation) - select Floor Sample at the Type field.
Enter a Return (Credit Memo/Return) - via the Return to As-Is field.
Enter an Exchange (Exchange Processing) - via the Return to As-Is field.

To establish storage locations for certain warehouses, you must first activate location tracking globally on your system, via the Location Tracking field in the Inventory Control Settings.
Next, you activate location tracking for any of the warehouses where you want to establish storage locations and track inventory.
You then set up your storage locations within each location tracked warehouse.
See the Location Tracking topic for an overview on setting up location tracking and establishing specific storage locations.

You can add freight via the Receive a Purchase Order with a Separate Freight Bill process, provided that the receiving batch has not been closed.

Yes. You can use the Receive a Purchase Order with a Separate Freight Bill routine to receive the purchase order, even though you do not yet have the freight amount.

Create a receiving batch and enter the purchase order received.
Enter 0.00 in the Total Freight Amount.
When finished entering the PO receipt, select the Finish Later option at Action for this Batch.
Once you have received the vendor invoice for freight, access the open batch in Receive a Purchase Order with a Separate Freight Bill, enter the freight amount, and close the batch.

Product benefits text prints on standard floor tags and can include information such as available color options, warranty information or cleaning/care instructions. You enter this text using either the Product Benefit Settings screen or by clicking the Actions button and selecting Product Benefits in Advanced Product Settings or Product Settings.

Within STORIS there is a three-tiered inventory hierarchy structure. Product categories are at the highest level of the hierarchy. Product groups are at the second level and the actual products are at the third level of the hierarchy. When establishing your inventory in STORIS, you create your product categories first. Next, create your product groups and assign them to categories. Finally, you create your products and assign them to groups. All products must be associated with a group and all groups must fall within a category. Click here for specific examples of the category/group/product relationship.

Yes, you can change the product to regular inventory by following these steps.

Delete the product line from all sales orders.
Remove any links from the purchase order (for that product) to sales orders.
Un-receive the purchase order.
Delete the purchase order.
Change the product to regular inventory via Advanced Product Settings, provided there is no other quantity on hand.

If you check the box at the Add Vendor Model to Reports field in your Inventory Control Settings, STORIS reports print the vendor model number (if available) for each product. If a vendor model number is not found for a product, the product code (SKU) prints instead.

If you want reports to always display the product code instead of the vendor model number, leave the box at this field blank.

Use the View Product Availability routine to view inventory by location. To transfer the inventory to another location, use Enter a Stock Adjustment.

If the items received in error have not been billed in accounts payable, you can "un-receive" them using the method outlined under Credit Receiving (in the Receive a Purchase Order topic). If you have already paid the vendor for these items, use Enter a Stock Adjustment to adjust the inventory quantities, and then enter an adjustment to accounts payable if necessary.

The Quantity Error Level field in your Point of Sale Control Settings controls the maximum quantity you can enter during inventory processes that prompt for the quantity of a product. You can increase this number to prevent the error message from displaying.

You can do this in either of two ways:

In Sales Order Entry, use the Special Order Entry screen.
In the Enter a Stock Adjustment routine, use the SO Info tab.

While STORIS has no specific consignment feature, items can be handled in either of the following methods:

If the inventory exists at your store:

Move the applicable inventory pieces into an As-Is non-saleable status via Enter a Stock Adjustment. When doing so, you will need to assign a Reason Code to the as-is piece. If a reason code does not already exist in your system, use Reason Code Settings to create a 'consignment' code so that these specific non-saleable items can be easily tracked. When creating the sales order, indicate that you are selling an as-is piece and select the respective consignment item.

If the inventory does not exist at your store:

If the inventory will never come into your location, you can create the sales order as a direct shipment. This will create a PO to the vendor using the customer's address as the ship to. For instructions on how to process a direct ship order, please refer to "How do I process a direct ship order" located in the Deliveries and Logistics FAQs.