Welcome to the Stocking Manifest guide! This document is designed to provide you with all the necessary steps and best practices to manage and replenish inventory through a Stocking Manifest. Whether you are setting up your internal warehouse for the first time or optimizing your existing process, this guide will walk you through:

• Key Terminology: Understand the essential terms like Stocking Purchase Order (SPO) and Transfer Order.
• Setup Prerequisites: Learn what conditions and configurations (such as having an internal warehouse as a source) must be met before you begin.
• Step-by-Step Instructions: Follow detailed procedures to build a Stocking Manifest, create inventory records, and execute inventory transfers.
• Inventory Flow & Adjustments: Discover how inventory quantities change, from committing stock at the source, to marking items as incoming, and finally updating the destination stock when goods are received.

Please review the entire document carefully and follow the instructions step-by-step to ensure a smooth and efficient stocking process.

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Before You Get Started

Ensure you have at least one Source with the Source Type set to "Internal Warehouse". Import your existing inventory for a seamless setup. Build a catalog featuring your "Eligible Products" based on the criteria above.

Eligible Products

Inventory is eligible for stocking when the variants are:

1. Connected to an internal warehouse Source.
2. In an Active status (not archived).
3. Linked to a Product Variant with more than one Inventory Variant (i.e., the product can be fulfilled by your internal warehouse and at least one other source).
    

Other Prerequisites

• You must have at least one Internal Warehouse source created in Flxpoint.
• You should import source inventory so that your current stock data is accurate.
• You should have a Product Catalog set up with the “Eligible Products” described above.
   

Flxpoint Pro Tips (Optional Setup)

• Add a Source Address: To save time, add a Source Address so you can quickly select where items should be delivered.
   
• Set Up Shipping Policies & Methods: By configuring Shipping Policies & Methods beforehand, the corresponding shipping methods will be automatically selected for each source when building a Stocking Manifest.
   
• Integration Note: After processing the SPO(s), the “Send POs” integration automatically sends the purchase orders to the designated source, streamlining the entire replenishment process.

Instructions & Guided Tutorial

This section provides a high-level overview of the Stocking Manifest process. 

1. Navigate to Orders → Stocking Manifest → Build Stocking Manifest.
2. Select your Destination Source (the internal warehouse).
3. If desired, select a Shipping Policy and set Shipping & Billing Addresses.
4. Select SKU to choose the items you need to restock.
5. Enter your Request Qty, add to the manifest, and then Generate your PO(s).
6. Process each PO and confirm.

How to Build a Stocking Manifest

Navigation:

• Go to Orders, select Stocking Manifest. Click Build Stocking Manifest.
• Select Destination & Shipping:
  • Choose the Destination Source (an internal warehouse). (Optional) Select a Shipping Policy.
  • Enter the Shipping and Billing Addresses (if not already pre-filled).
• Add Products to the Manifest:
  • Click Select SKU. Enter the Request Quantity for each SKU you need to restock.
  • Click Add to Manifest.
• Complete the Manifest:
  • Enter the PO#, Shipping Method, and any Notes.
  • Click Generate PO(s).
  • Enter a Stocking Manifest Reference # and click Generate.
• Process the PO(s):
  • Locate each newly created PO. Select Process PO.
  • Click YES to confirm.

How to Create Inventory Within a Stocking Manifest

• Navigate & Start: Go to Orders → Stocking Manifest. Click Build Stocking Manifest.
   
• Choose Destination Source & Addresses: Select the Destination Source (internal warehouse). Select a Shipping Policy (Optional). Provide Shipping and Billing Addresses.
   
• Select or Create Product Inventory Records: Click Select SKU to choose your product(s). If an inventory record does not exist for the chosen destination source, you will be prompted to create one:
  
  • Provide a Parent SKU and Variant SKU.
    • If creating a new SKU, click Add in the dropdown.
  • Optionally add Title, UPC, Weight (and unit), Cost.
  • (Optional) Link to Product if you want to associate this inventory record with an existing product listing.
     
• Click Add to Manifest to finalize the creation of the inventory record and generate the SPO/Transfer Order.

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Inventory Flow & Quantity Adjustments

When working with a Stocking Manifest, inventory levels change in the following stages:

• Creation of the SPO (Stocking Manifest Build):
  • The specified quantity is committed at the source.
  • This decreases the available stock at the source (it may appear as a negative or reduced available quantity).
     
• Processing/Acknowledgment of the SPO:
  • Once the SPO is processed, the destination warehouse will show the quantity as incoming.
  • This indicates the transfer is underway.
     
• Receipt of Goods (Transfer Order Completion):
  • Upon receiving the goods, the incoming quantity is converted into received stock at the destination.
  • The destination warehouse’s available inventory is then updated accordingly.

Additional Clarification:

• Creating the SPO commits (deducts) stock at the source.
• Processing the SPO marks stock as incoming at the destination.
• Receiving the goods is the final step that updates the actual on-hand quantity at the destination.

As a result, you will not see an immediate inventory increase at the destination warehouse upon creation of the Stocking Manifest. Instead, the quantity is only updated to “received” once the Transfer Order is completed and the goods are physically received.