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Stockpit - User guide

Getting started

  • 0. Getting started with Stockpit
  • 1. How does Stockpit work?
  • 2. Step by step setup
  • 3. Understanding your stock levels

Settings

  • 1. Company settings
  • 2. Currencies
  • 3. Locations
  • 4. Users
  • 5. Account settings
View all (9)

Navigation

  • 1. Filters and views
  • 2. Quick access menu
  • 3. The Dashboard
  • 4. Exporting data
  • 5. Updating data

Products

  • 1. Manage your products
  • 2. Assemblies and Kits
  • 3. Packagings
  • 5. Barcode management for products
  • 4. Product reports
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Sales

  • 1. Orders
  • 2. Shipping orders
  • 3. Product returns
  • 4. Reserved products
  • 5. Shipped products

Purchases

  • 1. Purchases
  • 2. Purchase Receipts
  • 3. Purchased products
  • 4. Delivered products
  • 5. Restocking from an Order

Inventory

  • 1. Stock levels
  • 2. Manual Stock Update
  • 3. Reorder points
  • 4. Inventory logs - Stockpit
  • 5. Inventory valuation
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Stockpit Updates

  • Stockpit 1.5
  • Stockpit 1.6

Integrations

Pennylane

  • 1. Pennylane step by step setup - Stockpit
  • 3. Connecting to Pennylane - Stockpit

QuickBooks Online

  • 1. How does Stockpit for QuickBooks Online work?
  • 2. Integration settings - Stockpit for QuickBooks Online
  • 3. Step by step guide to setup Stockpit for QuickBooks Online
  • 4. Multiple Stock locations setup - Stockpit for QuickBooks Online
  • 5. On-hand, Reserved, and Available inventory with Shipping orders - QuickBooks
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API

  • 1. API

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