Keep stock in several locations
If you keep stock in more than one place, such as two shops, a storeroom and a bar, set them up as warehouses and locations. Conciar then counts stock per location, and you can move stock between them.
Add a warehouse and its locations
A warehouse is a building or shop. A location is a place inside it where stock lives, such as a shelf, a fridge or a bin.
- In my.conciar.com, go to Inventory → Warehouses.
- Click New warehouse, enter a Name and optionally a Code, and save.
- Click Add location on the warehouse. Enter a Code, for example A-12-3, and optionally a Name, for example Aisle A, shelf 12.
Switch a warehouse or location to inactive to hide it from stocktakes and transfers.
Deleting a warehouse
Conciar doesn't check whether there's still stock in a warehouse or location before you delete it. Move the stock out first.
Choose where a sales channel sells from
- In my.conciar.com, go to Settings → Sales Channels.
- Click Edit on the channel.
- Under Location Warehouse, choose the warehouse, or Shared stock (no dedicated warehouse).
- Save.
Sales on that channel take stock from that warehouse's locations first. If there isn't enough, the rest comes from your other locations, so a sale is never blocked by where the stock sits.
Move stock between locations
Transfers shows in the menu once you have at least two active locations.
- In my.conciar.com, go to Inventory → Transfers and click New transfer.
- Choose From and To. Add a note if you like.
- Search for the items and enter how many to Move. You only see items that have stock at the From location.
- Choose how to finish:
- Move now moves the stock in one go. Use this when the stock arrives straight away.
- Send takes the stock out of the From location now. You receive it at the destination later.
- Save draft keeps the transfer so you can finish it later.
Sending is refused if a location doesn't have enough of an item. Conciar lists the items that are short.
Receive a transfer
- Open the transfer under Inventory → Transfers. It shows In transit.
- Under Arrived, enter how many of each item arrived.
- Click Receive.
Anything that didn't arrive is written off as lost in transfer.
| Status | Meaning |
|---|---|
| Draft | Saved, nothing moved yet. You can still change it. |
| In transit | Sent. The stock left the source and isn't at any location yet. |
| Received | Arrived at the destination. |
| Cancelled | Stopped. If it was already sent, the stock goes back to the source. |
Moving stock never changes your total stock, only where it is. Only items lost in transfer lower the total.
Common problems
I don't see Transfers in the menu. You need at least two active locations. Add a second location under Inventory → Warehouses.
An item doesn't show up when I add it to a transfer. It has no stock at the From location. Check its stock per location on the Stock page.
My stock shows a number under Unassigned. That stock isn't at any location, for example because it's on its way in a transfer or it was counted before you set up locations.