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Manually managed inventory
Manually managed inventory
Becca Campbell avatar
Written by Becca Campbell
Updated over a month ago

If you manually manage inventory levels at a location, there are a few ways to ensure your inventory levels stay up to date. You can use a manually managed location to track all of your inventory or a subset of your inventory. For example, you can use manually managed inventory when:

  • All of my inventory is stored in one location and I don't use an warehouse management system (WMS) to track my inventory levels

  • Most of my inventory is tracked via my WMS but I also store inventory at our headquarters and I want to keep track of those levels

  • Most of my inventory is tracked via my WMS but I also work with a partner who doesn't use a WMS.

Before getting started, first make sure you have a manually managed location setup.

👉 You can read more about Manual locations here: Integrated and manually-managed locations for inventory storage

Adding inventory manually

  1. After creating a manually-managed location, you’ll be prompted to add baseline inventory numbers. You’ll be able to select an item from your catalog, and break down your inventory by “On Hand”, “Available”, and “Reserved”. You can default to updated today, but if your information is outdated, you can update numbers from a certain point.

  2. Inventory numbers will be updated by POs, GRNs and Orders in Settle.

Updating inventory via GRN

You can use the Goods Received Note (GRN) to import shipping receipts or packing slips. In this video, we'll walk you through updating your inventory via a GRN that has been created from a PO.

Note: You don't have to first create a PO to create a GRN. These can be created as standalone documents.

You can also create multiple GRNs for each PO. In this case, you would want to create GRN for each shipment.

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