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Set up bins and enroll products

Advanced Inventory

Set up bins and enroll products

Create bins

A bin is a real place inside a warehouse: a shelf, a rack position or a receiving area.

  1. In Products → Advanced inventory, open the Storage & scans tab.
  2. Add a bin: choose the Warehouse, enter the Bin code (for example A-01-03), and optionally a Zone, Rack and Capacity (leave capacity empty for Unlimited).
  3. Choose what the bin is for: a Shelf bin holds sellable stock; a Staging bin is where deliveries land first. Units in a staging bin can't be reserved for orders until they are put away.
  4. Create at least one receiving (staging) bin and your shelf bins in each warehouse.

Product capacity lets you limit how many units of a product fit in a bin.

Enroll a product

Enrolling moves one product from its normal stock number to unit tracking. It adds no stock: you place the product's existing units in bins.

  1. Open the Stock & enrollment tab and find the product.
  2. Check Reconciliation: the physical units, warehouse totals and reservations must match. If the product shows Review, fix its warehouse stock first.
  3. Click Enroll.
  4. Allocate the product's entire existing stock in each warehouse to real shelf bins. The quantities must match each warehouse exactly.
  5. Review and confirm. Each unit gets its own code (an ACK), which you can print as labels.

Only the store owner can enroll products and reconcile stock.

Limits

  • Simple, stock-tracked products only; products with variations can't be enrolled.
  • Returns of enrolled products need inspection; automatic gateway refunds and exchanges aren't available for them.