Managing Inventory Orders: Deleting Pending Orders
In Digitail, you can delete inventory orders under specific conditions:
Orders that have not been marked as received: These can be deleted.
Orders that have been marked as received: These cannot be deleted.
To delete a pending order, navigate to the inventory order section and select the relevant order for deletion.
Adjust your Stock Levels individually (one by one)
To adjust your stock levels, from the top navigation, click on Inventory, hover over Products, and from the fly-out menu select Stock. To search for the product you want to adjust, click Filters and use the appropriate filter to locate the product. You can search/filter by product name, category, manufacturer, product type etc.
From the product table, click on the arrow to the left of the product name to view the full list of the product's batches/entries. Look for the batch that you want to adjust and click on the edit stock button.
In order to reduce the quantity in stock, write the desired quantity to be removed using the minus (-) symbol in front, for example "-2"; in order to increase the stock levels, simply write the quantity you want to add, such as "1".
For bulk adjustments, you can remove all stock by setting the quantity to zero.
❗Always check the formula (units and subunits) of a product when adjusting to maintain accuracy in your stock.
Adjust your Stock Levels in bulk
The Stock Count feature allows you to easily update all the products from your inventory. All you need to do is download the inventory template, fill it out with on-hand quantities, and upload back the excel file on the platform.
Setting the quantity to zero will remove all stock for the listed products.
Step 1: Click on Download template and upload the file to Google Sheets;
Step 2: Update quantities on-hand;
Step 3: Fill in a reason for the differences (if left empty, the following message will be automatically inserted: ‘inventory update of stocks’);
Step 4: Download the file from Google Sheets as .xlsx and upload it back in Digitail;
📌 Important Notes
Products with stock history cannot be deleted outright, but they can be disabled instead for better workflow management and historical record-keeping.
You can update the number of units and subunits
You can update the stock with minus or plus, and the differences between the physical stock and the one in the system will be calculated automatically
All the stock adjustments will be visible on the Stock Movement Report in the Adjustments column