HOW TO CREATE A STOCK SHEET IN INSIGHT & ADD LOCATIONS
The GUIDE & VIDEO below shows you how to create a Stock Sheet
How to start a new Stock Sheet and Add Locations
Go to inSIGHT and click on the STOCK menu
Your site and profit centre will be listed
If you have access to more than one site or profit centre, click on the drop-down box and select the relevant one
Click on Locations Admin then click on Add
Type in the name of the Location with a Description required. The name of the
location is used throughout the system so ensure this is adequate to identify this location
Once done click on OK
How to Add Sub Levels
If say you have multiple freezers you want to group, you would have a level for Freezers and then sub levels for Freezer 1, Freezer 2 etc.
To create a new Sub Level for this Location click on ADD on the line of your new location
Enter name and description (keep the description the same as the location name). Click OK
To view the Sub Level, click on the +button
How to Add More Locations & Sub Levels
Click on Add and follow the steps above
Click on OK to complete location creation
You can now start to Add Products to your Locations
The video below shows in detail how to Set Up a Stock Sheet & add Locations & Sub Levels
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