{"id":16501,"date":"2018-10-08T14:02:17","date_gmt":"2018-10-08T14:02:17","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=16501"},"modified":"2018-10-08T14:02:17","modified_gmt":"2018-10-08T14:02:17","slug":"4-28-how-to-track-stock-level-of-items","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/4-28-how-to-track-stock-level-of-items\/","title":{"rendered":"4.28. How to Track Stock Level of Items?"},"content":{"rendered":"<p>In this document, it will be explained how to track stock levels of specific items. This implementation is available for items which can be sold piece by piece.<\/p>\n<p><span style=\"font-size: 14pt;\"><strong>How It Works?<\/strong><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16503\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking.gif\" alt=\"\" width=\"640\" height=\"332\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt;\"><strong>1. Configuring Fast Menu Category Settings<\/strong><\/span><\/p>\n<p>Go to <strong>Main Menu &gt; Manage &gt; Products &gt; Menu List &gt; Menu &gt;<\/strong> here click on <strong>Add Category<\/strong> and name it as <strong>Fast Menu.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16510 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-01-1-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-01-1-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-01-1-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-01-1-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-01-1.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once you created the category, you need to add desired items into Fast Menu Category;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16507 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-02-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-02-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-02-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-02-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-02.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>After adding items into category, you need to configure Fast Menu Settings;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16514 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-03-1-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-03-1-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-03-1-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-03-1-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-03-1.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>At this step, you need to add the below phrase which is necessary to track the stock level of items;<\/p>\n<p>Product Name\\r{REPORT INVENTORY:Product Name:Warehouse Name}<\/p>\n<p>IMPORTANT NOTE:<\/p>\n<p><strong>Product Name<\/strong> and <strong>Invetory Item Name<\/strong> should be <strong>Exactly the Same.<\/strong><\/p>\n<p>As an example, for the Fanta item, you need to copy below phrase and paste it into <strong>Header Column<\/strong><\/p>\n<p><strong>Main Menu &gt; Manage &gt; Products &gt; Menu List &gt; Menu &gt; Select Desired Category &gt; Edit Product Properties&gt; Header<\/strong><\/p>\n<p>FANTA\\r{REPORT INVENTORY:FANTA:Local Warehouse}<\/p>\n<p>Repeat the same process for other desired items as well.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16516 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-04-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-04-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-04-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-04-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-04.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>After completing necessary editings, click on <strong>Save<\/strong> button.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt;\"><strong>2. Creating Recipes and Purchasing Items into Inventory<\/strong><\/span><\/p>\n<p><strong>2.1. Creating Recipes for Items<\/strong><\/p>\n<p>To be able to make a purchase of an inventory item, you need to create its Recipe and Stock at first.<\/p>\n<p>Go to <strong>Main Menu &gt; Manage &gt; Inventory &gt; Recipes &gt; Create Recipes &gt;<\/strong> in the window select desired items category and then select exactly which items you want to track the stock level.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16520 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-06-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-06-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-06-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-06-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-06.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>2.2. Making Purchase into Inventory<\/strong><\/p>\n<p>Go to <strong>Main Menu &gt; Warehouses &gt;<\/strong> click on <strong>Purchase<\/strong> button, select the item from list and write the <strong>Quantity, Unit, Price<\/strong> information and then click on <strong>Save<\/strong> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16524 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-07-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-07-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-07-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-07-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-07.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16526 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-08-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-08-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-08-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-08-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-08.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt;\"><strong>3. Adding Action<\/strong><\/span><\/p>\n<p>Go to <strong>Main Menu &gt; Manage &gt; Automation &gt; Actions &gt;<\/strong> here click on <strong>Add Action.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16528 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-09-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-09-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-09-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-09-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-09.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p><strong>Action Name:<\/strong> STK-Refresh Stock Level<\/p>\n<p><strong>Action Type:<\/strong> Change Screen Menu<\/p>\n<p><strong>Parameters:<\/strong><\/p>\n<p><strong>Screen Menu Name:<\/strong> Menu<\/p>\n<p>&nbsp;<\/p>\n<p>After completing necessary editings, click on <strong>Save<\/strong> button.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt;\"><strong>4. Editing New Ticket Creating Rule<\/strong><\/span><\/p>\n<p>Go to <strong>Main Menu &gt; Manage &gt; Automation &gt; Rules &gt;<\/strong> Click on <strong>New Ticket Creating Rule,\u00a0<\/strong>add\u00a0<strong>STK-Refresh Stock Level Action<\/strong> and put it to first line.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16532 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-10-1-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-10-1-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-10-1-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-10-1-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-10-1.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16534 size-large\" src=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-11-1024x576.jpg\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-11-1024x576.jpg 1024w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-11-300x169.jpg 300w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-11-768x432.jpg 768w, https:\/\/kb.sambapos.com\/wp-content\/uploads\/2018\/10\/Stock.Level_.Tracking-11.jpg 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>After completing necessary editings, click on <strong>Save<\/strong> button.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this document, it will be explained how to track stock levels of specific items. This implementation is available for items which can be sold piece by piece. How It Works? &nbsp; 1. Configuring Fast Menu Category Settings Go to Main Menu &gt; Manage &gt; Products &gt; Menu List &gt; Menu &gt; here click on [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-16501","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16501","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=16501"}],"version-history":[{"count":4,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16501\/revisions"}],"predecessor-version":[{"id":16539,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16501\/revisions\/16539"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=16501"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=16501"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=16501"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}