Stock and inventory
How to use the stock features in Zigaflow, from stock levels to serial numbers and batches
23 articles
- Getting started with stock/inventorySet up stock in Zigaflow: create locations, mark items as stock items, import existing stock, move stock around and use barcode scanning.
- Create inventory/stock locationsAdd stock locations from the Zigaflow settings and build a hierarchy by creating child locations under each parent location as needed.
- Set an item's default stock locationSet a default stock location on an item so stock is booked in there and used when you allocate all stock on a job or works order.
- Stock release on purchase ordersUse stock release on a purchase order to call off stock held at a supplier without booking it into your Zigaflow inventory a second time.
- Exports of stock/inventoryYou can easily export stock/inventory information from Zigaflow for analysis in other tools
- Monthly stock checkChoose how to run a monthly stock check in Zigaflow, either by adjusting one item at a time on a tablet or by importing counts from a spreadsheet.
- Set an item as a stock item (and optionally use serial numbers)Mark an item as a stock item so it appears in stock, and optionally store it with a unique reference to track each unit by serial number.
- Printing labels from the stock allocations screenIn addition to product detials, labels can show the source job/sales order
- Rapid stock check/count with a scannerZigaflow makes it very easy to quickly count your items using a scanner
- Allocate allZigaflow can allocate all the stock on a Job/Order or Work Order automatically, both with an on-screen button and in an automation
Stock overview screen
A summary of inventory quantities, allocations, stock on order and shortages
Serial numbers and batches
How to set up and handle items tracked by serial number or batch
- Managing inventory items by serial numberSet items to use serial numbers, then enter or scan them when booking stock in, view them in stock locations, and pick them on jobs and delivery notes.
- Batch numbers and expiration datesSet products to track batch numbers and expiration dates, enter them when receiving stock from a PO, and pick specific batches on delivery notes.
- Booking in stock items stored with serial numbersA step-by-step guide to booking in items of stock where you track serial numbers
- Booking batch items in and outHow to set up, book in from a Purchase Order and allocate and book out on a delivery ntoe
Managing stock
Move and edit free, allocated and reserved stock
- Move a stock itemMove a stock item from one location to another in Zigaflow, including moving only part of the quantity rather than the full amount.
- Move allocated stock/inventoryMove allocated stock between locations, such as from a warehouse to production, one item at a time or in bulk from the allocations screen.
- Manually adjust inventory quantitiesAdjust the stock quantity of a single item from the Locations page, choose a reason for the change, add an optional note and save it.
- Moving stock with barcodesPrint location and instruction barcodes, then use a barcode scanner in Zigaflow to move stock, search for items and record serial numbers.
- Analyze stock movementsOpen the stock log in Zigaflow, filter stock movements by period, and export the results to a spreadsheet for further analysis.
- Reserving stock/inventoryReserve items on a job/sales order or works order when no stock is free, then view reservations and move reserved stock to allocated once it arrives.
Stock values and COGS
How Zigaflow helps you manage your stock values and cost of goods sold