Store Set Up & Management

Created by Harriet Medlicott, Modified on Thu, 15 Dec, 2022 at 3:51 PM by Harriet Medlicott

Pitstop

Stock Management


This article focuses on the set up of stores and further management. The benefits of setting up stores not only helps to split your stock, but also provides the ability to easily manage your stock sheets ready for counting. We recommend creating as many stores as you like (there is no limit). As an example, if you have one large store room you could think about splitting this up by creating multiple stores (i.e. Store Room - Stationary; Store Room - Disposables; Store Room - Cleaning; and so on).

Click on images within this article for easier viewing.


TABLE OF CONTENTS


Getting Started

  1. Select the Pitstop module from the left-hand navigation bar
  2. Click Select on the site you would like to manage
  3. Select Unallocated product(s)...alternatively, click Products & stores
Products & stores. This will take you to the Product Allocation page. Products shown will be those that are stock managed only and are either allocated or unallocated products.

Unallocated product(s). This will take you to the Product Allocation page. Products shown will be those that are stock managed only and are unallocated. If you have no unallocated products, this alert will not show.

Creating Stores

Within the Product Allocation page, you can create and manage your stores. To do this...

  1. Select Add store under the Stores section
  2. Use the text field to enter your store name
  3. Click Stores list to go back

Store Management

View the Product Allocation & Management article to learn more on assigning products to stores.

Once your stores have been created and products allocated, select a store to access further store management tools.


A breakdown of these are below...

Sorting Products
These options allow you to sort products allocated within a store by product description or supplier. You can even click and drag products into their desired location:
What's better than having your stock sheets match the layout of an organised store room?!
Printing Stock Sheets
This option will download a single stock sheet in a PDF format:

You can also download stock sheets for all stores by selecting Print stock sheets:

Disabling Stores
By disabling a store you are essentially archiving it. In some circumstances, you may disable a store if it is no longer used. Within a store unselect the Enabled checkbox to disable it. To view disabled stores, select the Show disabled stores checkbox, select the disabled store and reselect the Enabled checkbox:
Deleting Stores
You can delete a store as long as it has no stock check history. If a store has been included in any previous stock check, and is no longer needed, we'd recommend disabling:


Contact Us

If you need any additional help, please get in touch.

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