Manage inventory by specifying the Warehouse on Products, Linesheets, Custom Lists, and orders.
Products
The article, Manage and assign your warehouses, provides details on creating, editing, deleting, and assigning product inventory to warehouses.
Buyers can open the Product Details page to see the Warehouse(s) assigned to a product.
Product Details: New view
Product Details: Original view
Linesheets and Custom Lists
Assign Warehouses to Linesheets and Custom Lists. Only products assigned to the selected Warehouse can be added and displayed in the Linesheet or Custom List. If the product doesn’t have inventory in the selected Warehouse, then it won’t be added to the Linesheet or Custom List.
Note: Contact Support to activate this inventory management feature.
With this feature, you can choose to default product visibility to only those products (and colorways) available in the Warehouse selected on the Working Order. When this default is activated, if a Linesheet or Custom List is assigned to a different Warehouse, a product or product colorway may not be visible if it isn’t in the Warehouse assigned to the Working Order.
Note: Contact Support to activate this inventory management filter.
Main menu
From the left navigation menu, go to Linesheets or Custom Lists, and then either select one or create a new one. When creating a new Linesheet or Custom List, all Warehouses are selected by default. To adjust this list, select the pencil icon, use the Warehouse dropdown to choose one (or more) Warehouses, and then select Done. Changes are saved automatically.
Product Gallery
In the Product Gallery, hover over a product and use the checkbox to select the products you'd like to add to your Linesheet or Custom List. Use the Actions menu in the upper-right corner to select Add to Linesheet or Add to List, and then choose Add to Top or Add to Bottom.
After selecting Create New Linesheet or Create New List, enter a Name, use the Warehouse dropdown to select the Warehouse(s), and then Submit.
Reminder: You can change the Warehouse by editing the Linesheet or Custom List.
Clone Linesheets or Custom Lists
From the left navigation menu, go to Linsheets or Custom Lists. Choose one, and then select the ellipsis icon to clone it.
On Linesheets, you can Clone as Custom List or Clone as Linesheet and on Custom Lists, you can Clone as Custom List. Cloned Linesheets and Custom Lists retain the assigned Warehouse(s).
Linesheet clone options
Custom List clone option
You can also be more specific in your product selections. Select products in a Linesheet or Custom List, and then use the kabab menu to the right of Actions to Add to List or Add to Linesheet. Choose to Add to Top or Add to Bottom, and then when creating a new Linesheet or Custom List, the Warehouse assigned to the source is retained. You can change the Warhouse(s) before submitting.
Export and import Linesheets
You can manage the assigned Warehouse(s) by exporting and importing Linesheets. When assigning more than one Warehouse, include additional columns for Warehouse 2, Warehouse 3, etc. Follow the steps outlined in Linesheet imports and exports.
Orders
You can specify the Warehouse directly in the Working Order, as well as when selecting Start Order, when adding products from a Linesheet or Custom List, or when importing an order spreadsheet into the Working Order. Only products assigned to the selected Warehouse can be added to the Working Order.
Note: Contact Support to activate this inventory management feature, allowing a warehouse to be assigned to the Working Order.
Add products from Linesheet or Custom List
If the user’s cart is empty and they add a product to their order from a Linesheet or Custom List, then the Working Order’s Warehouse defaults to the Warehouse assigned to the Linesheet or Custom List.
If the user’s cart isn’t empty, then the Working Order’s Warehouse isn’t changed when adding products from a Linesheet or Custom List.
Start Order
Select Start Order from the upper-right corner of NuORDER, choose a Warehouse, and then select Start Order.
The Working Order
In the Working Order, select Warehouse for the order on the Details tab. Only products that have inventory in the selected Warehouse can be added to the Working Order. If a Warehouse isn’t selected, then you can add products from any Warehouse.
Note: The Quick Add feature also hides products not in the Working Order’s assigned Warehouse.
If a Warehouse isn’t selected in the Details tab, users can choose a Warehouse for each item in the Products tab. This option goes away after the order’s Warehouse is selected in the Details tab.
When using an Order Export Template to import order details, only products assigned to the order’s Warehouse can be added.
Warehouse priority on orders
The determination of the Working Order's warehouse depends on the order selections and the prioritization levels outlined below:
- Order: The warehouse directly assigned to the order holds the highest priority. As a reminder, brands can contact Support to offer the option to assign a warehouse to the Working Order.
- Company address: If no warehouse is assigned to the order, then the system checks the warehouse linked to the selected company address.
- Company: If inventory isn't available for the selected company address, then the system checks the warehouse assigned to the company selected for the order.
- Product inventory: In the absence of a company selection, the system looks at the warehouse assigned to the products in the cart.
- Brand default: If none of the above options apply, then the system checks the default warehouse set for the brand.
Note: User permissions regarding warehouse visibility remain applicable in all scenarios. Learn more with Manage and assign your warehouses.