Setting up a Stock Sheet - Add Locations

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