Assigning Vendors, Products & Inventory Levels
PLEASE HAVE EVERYONE ON YOUR TEAM WHO DEALS WITH INVENTORY STUDY THIS COURSE.
We also highly encourage you to book your one-on-one onboarding call WITH YOUR TEAM so everybody is trained. :) Schedule an on-boarding
In this video, you'll learn the different types of Vendors and how to assign Vendor Types. Then we show you the quickest way to add Products to each Vendor so that your account can run smoothly.
How To Assign Products To Vendors
When you first import your products, they're all going to be defaulted to the no supplier listed and that's basically set up that way so that we have some kind of a supplier connected to every product that's imported from Amazon for your forecasting.
When you go to the Forecast page, the forecast -- once you get through all the setup -- is going to tell you by supplier how much inventory you need to purchase and how much inventory you need to transfer if you have anything at a warehouse based on the forecast settings. If you don't assign these products to a supplier, then the purchase order system won't work. Just so you understand where this is going, you can click this green order button.
It will then automatically choose the supplier that's connected with that product or multiple products if you're doing bulk. You have to give it a P.O number, and then you're going to go through the process and actually create purchase orders and transfer orders from suppliers or warehouses. So in order for all that to work, you have to assign products to vendors.
2 Ways To Assign Products To Vendors
The first one is through your Inventory page -- this is kind of the way to do it if you're a smaller business like if you don't have hundreds or thousands of products to assign to vendors. Start by putting a check on the box of a few different products.
Then, go up here to "Bulk Actions" and select "Assign to supplier".
You would just choose the supplier and then click on "Submit". Now, there's an option above that says "Make Primary" -- this is for people who have multiple suppliers for the same product.
You can also select all by putting a check on the box beside the Actions column and do the same thing but most likely you're going to have multiple suppliers so you're going to want to go through your entire list of products and do it that way.
You can also assign it to a warehouse by clicking on "Bulk Actions" and select "Assign to warehouse".
Choose the warehouse, and then click on "Submit".
Once you're done assigning your products to a warehouse, you can go back to "Bulk Actions" and select "Update warehouse inventory".
From here, you can just put how much inventory you have and then click on "Submit".
Now, to make this easier for you, you are able to filter and find products based on the data that we have pulled from Amazon. Don't forget to click on "Apply Filters" once you're done.
You can also search it by name -- so just type the Name, PN, ASIN, or SKU on that search bar right there.
Now, let's talk about the second way which is through Bulk Export/Import. Go to your Settings page, and select "Bulk Export/Import".
From here, what you're going to do is to download a list of all products or all active products -- in this example, we'll be choosing "Download Quick Export (active products)". Then, click on the green download button.
It will now appear in the Previous Exports -- what you have to do now is to click on the blue download button.
Now, locate the downloaded Excel file and click on it to open it up.
Click on the Products sheet.
To make it easier for you to scroll, what you have to do is to lock Column F. To do that, go to the View tab, click on "Freeze Panes" and select "Freeze First Column".
Now, scroll over to the "Vendor Name - Primary Supplier" column. As you can see, you can put in a name and you can also put in a supplier ID number.
You can actually pull those right from your Vendors page. You can just copy the vendor's name (in this example, we'll be copying ABC Supplier) if it's a supplier -- just make sure that whatever supplier you're assigning to the product has to be assigned as a supplier here.
After copying, go back to your Bulk Import/Export spreadsheet and paste that name here. You can also click that small button and drag it down if you want to duplicate it.
You can also do the same with the vendor ID number -- you don't have to do both. SoStocked is going to use either one of these two identifying numbers or names to match it with the product name.
Since we're on the subject of the Bulk Import/Export, you can go down to the Warehouse Inventory levels sheet. From here, you can basically update warehouse inventory levels if you wanted to do that here as well. Now, once you've saved this document, you can go back to your Bulk Import/Export page.
Scroll down and choose what type of an import you're doing -- in this case, it's the "Products, Vendors, Warehouse Inventory". Then, you'll just choose that file and click on the green upload button.
Now, make sure that it appears in the Previous Imports and says "Upload finished successfully".
If you have any problems with the upload, shoot us an email at [email protected]