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Print this page and keep it in the warehouse. It covers one shift and nothing beyond it, so hand it to someone on their first day and let the area guides wait until their second week. Select the locations you work from in the location picker before anything else. Free Stock, Committed Stock and Has conflicts count the selected locations only, so a unit sitting in a location nobody selected reads as no stock at all.

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Before the shift starts

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Answer the availability question

Open Inventory → Stock items, set the toolbar date to the moment in question, then read the row: Answer in one line, then name what is holding it. “Not free on Friday” ends the call, and “not free on Friday, an order holds it until Saturday noon” ends the argument.

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Explain a no

Work down this table in order. The first row that matches is the answer. Hand anything past this list to whoever owns the catalog. A unit can be free and still unsellable, because the listing decides which stock it draws from and the location decides what it sells. Read Check availability for that half of the question.

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Find the unit from the label on it

Use the scanner anywhere in the admin. One scan resolves to one record: The match is exact once spaces are trimmed, so a half-read label gives a red “No match found for scanned code” message rather than the wrong unit. Order pages run their own scanner, so the global scan stays out of the way while you are on one. Print labels from Stock codes and barcodes.

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Take a unit out of circulation

Reserve the unit instead of leaving a note on the shelf. Open the unit, go to Events, then Add → Reservation:
A reservation over dates that something already holds takes the stock away from whatever holds them.Existing orders and reservations will be affected is the confirmation that then appears. Read the list it shows, because it names every order and reservation that loses its stock, and confirm only once you know who to tell.A released hold does not come back. The affected order keeps the unit assigned with nothing holding it, which is what Has conflicts reads afterwards.
Archiving a unit releases its future holds the same way, and taking it back out of the archive restores none of them. Reserve a unit you expect to return to service, and archive one that has left for good.

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Grade stock as it arrives

Record the grade the day the unit lands, while it is in your hands. Condition on the unit’s General tab is free text, so it carries a note for a person and nothing further. Put the grade in an attribute when it decides what can be sold. A listing draws stock by attributes, item code, SKU code, item name and SKU name, never by Condition, so a grade kept only in that field cannot be sold from. Follow Intake and grading to set that up once.

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Done when

  • A new employee has answered an availability question from Inventory → Stock items unaided, and named what was holding the unit.
  • They have scanned a label and landed on the right record without asking where it went.
  • They have reserved a unit for maintenance and read back which orders it affected.
  • They have found an archived unit under Settings → Archived assets after failing to find it in the table.
  • They can say why a grade written in Condition does not make a unit sellable.

Train your team

The launch step this guide belongs to.

Day one at the counter

The counter half of the same shift.

Check availability

The full diagnosis, including why a free unit is not always sellable.

Stock codes and barcodes

Giving each unit a label worth scanning.

Reserve a stock item

Holds for maintenance and internal use in detail.

Intake and grading

Grading used stock so listings can draw from it.

Buffer times and bin locations

Turnaround padding, and where a picker finds the unit.