After creating an inventory file, you'll see the Lists page under the ConnectStock tab. It holds the names you pick from in ConnectStock forms.
What each tab holds
Vendors: who you buy from.
Customers: who you sell to.
Warehouses: where you keep stock. Shows only when Warehouse Tracking is on.
Regions: groups of warehouses, used for forecasting. Shows only when Region Tracking is on.
Tags, Brands, Categories and Manufacturers: labels for your items. You can filter the Items page by Category, Brand, Manufacturer and Tag.
Buyers: the users on your account. You can pick them as buyers on your items.
PO Workflow Tags: labels that show where a purchase order is. See How to Use Workflow Tags on Purchase Orders.
Invoice Tags: labels for your sales invoices.
Add a vendor
Select the Vendors tab and click Add vendor at the top of the page.
Add a warehouse
First, turn on Warehouse Tracking in File Settings, Inventory & Warehouse. Go to Stores & Files, then Inventory Files, and click your inventory file. Click Inventory & Warehouse, click Edit, turn on Warehouse Tracking, then click Save. The Warehouses tab now shows on the Lists page.
Select the Warehouses tab and click Add warehouse at the top of the page. There are 2 types: standard and in transit warehouses.
Add from a form
You can also add new entries directly when filling out a form that needs that information. For example, if a field asks for a vendor, there will be an option to add a new vendor right there.
For any further guidance, please reach out to support. We're here to help!
Frequently asked questions
Why don't I see the Warehouses tab?
Turn on Warehouse Tracking in File Settings, Inventory & Warehouse.
What types of warehouses are there?
2 types: standard and in transit.
How do I add a buyer?
Buyers are users on your account. On the Buyers tab, click Add buyer, then click Go to users page and add the person there.