Picture of Stock Management within Access Permissions | BG_AP_007

Stock Management within Access Permissions | BG_AP_007

This video introduces the stock management feature within Infigo, designed to give administrators greater control over product availability. You'll learn how to set purchase limits for customers on specific products using rules similar to those in access permissions. The tutorial covers how to enable stock management, set purchase limits, and track order histories, ensuring customers can't exceed their allocated product limits. Additionally, it explains how to display live stock availability both on the backend for administrators and optionally on the frontend for customers. Debug mode is also demonstrated, showing how to verify stock calculations during testing. This feature is ideal for managing inventory and ensuring controlled product distribution.

Tutorial Video Transcript

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Okay, the last thing I want

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to show you in terms of access
permissions is stock management.

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Now, this is quite a new bit
of functionality to be honest.

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So I would imagine that most of you
aren't aware

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that this is
this is possible in the software.

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In a nutshell,
what the stock management allows you to do

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is it gives administrators
the ability to control

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how many of each product
a customer can purchase.

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It's a control in much the same way.

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So you're still creating rules
essentially using a combination of scopes

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and targets.

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But it's done in a slightly different way,
where you're defining kind of a limit

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to how many of that particular connection

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or that product a customer can buy.

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So in addition
to just creating those rules,

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it will also allow you
to keep track of previous orders.

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And we'll deduct it from a customers
available total.

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And it will also gives you the ability
to provide a live

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display of available stock,
both on the back end

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to the administrators, and you can have it
shown on the front end as well.

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So let's say someone logs in,

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they've already purchased
two of their five product allocation.

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It will show them and tell them
when they've only got three left.

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And it will give them a warning
if they try and order more than three.

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And you don't limited to just using one
or the other,

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you can use these
this bit of functionality seamlessly

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with the wider access
permission functionality.

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So let's take a look
at the stock management settings

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and where we control those.

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So this is the final tab

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that we have on the advanced rules
or the access permissions screen.

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So just after where
we've been defining our rules,

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if I go to stock management,

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the way out of this screen
is virtually identical.

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We just want to go to the settings tab
which is underneath.

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Just to give us a few

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capabilities and on off restrictions
for this particular,

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functionality.

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The first off is whether or not stock
management is enabled.

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So it's disabled by default.
You can turn that on.

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You then have a

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debug mode, and I'll try
and show you this in a moment,

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but that will show you in your browser
console.

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The calculation of the stock limits
that are available.

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So it will show you how

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it's come to the value
that's being displayed on the storefront.

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Again, I'll try and show that in a minute.

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And then we have the ability

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to show stock availability.

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So with this unchecked
you can just keep it.

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So it's just the back end.

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The administrators
that are aware of what stock

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availability is, is left.

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But if you want this to be made available
to your customers

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on the front end as well,
you can turn this on initially

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just to say whether or not they have
or don't have any stock remaining,

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or if you

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want to specifically show them
how much they have left,

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you can say display
stock quantity as well.

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Okay.

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And then I'll save that.

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Right.

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So now I'll create a rule
which is associated with this as well.

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So I'm going to go to stock management.

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And I'm going to say add new record.

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And again the functionality
is pretty much identical.

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The only thing that we have different here
is this limit.

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So how much you want to allow them to have

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if they meet this particular rule.

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So I might need to delete
one of my other rules.

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Worth noting that you can't reuse
the exact same scope and target

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multiple times.

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So I've already created a couple of rules
here covering all of my scenarios.

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I think so if I just

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delete those just for example purposes.

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And I'll create a new stock
management rule.

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So I will say that
my introductory customer

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introductory product,

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they can only purchase 50 quite say.

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And then insert.

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Now what you'll see

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once we've put that rule in there is
you get a plus icon to the left hand side.

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Expand this and it will actually show you
the order history.

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So it will show you
if that customer has ordered

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any of that product,
it will show you the related order number,

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which customer ordered that particular
product associated with that rule.

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So keep a nice little record for you.

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So let's take a look at that.

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As an example.

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So introduction product

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and introductory customer.

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Give me one second.

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Okay.

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There we go.

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So I've got my range of products
I'm looking for

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introduction product here. Get.

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So you can see that
because there is a rule associated

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with this, there's a rule
connecting that user and that product.

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And it's saying
that I've got 50 available in stock.

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Now of course it's not just that's
just not there's the total

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stock limits I've got.

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I could have hundreds of these.

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This is just what that particular user
is capable of accessing.

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So if I put a order through of ten

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and let's quickly
go through that ordering process.

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Okay.

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So that order has been placed
for those products.

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So if I now

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finish and finish impersonation on that
and go back to my access

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permissions screen, what I should now
see is that that order

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has been registered underneath
that stock management rule.

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So stock
management take a look inside the rule.

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And we can now see that
that has been registered.

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But we should also see

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if I go and view that product
or view that customer and product.

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Again.

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Is I now have a reduced availability
to purchase.

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And if I try and do something
higher than that quantity.

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I'll try and add that to my basket.

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You can clearly see that
it's not going to allow me to do it.

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So the restriction is in place
and they cannot put it in their basket.

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Okay.

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So what we also had

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was that debug mode just to show you
how this was actually calculated.

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Now I believe this is in the console.

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So if I go for F12
to launch my console here.

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Now. Let's see.

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So if we go debug

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stock limit check.

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There you go.

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So you've got max allowed stock which has
been shown there where it's limit to use.

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And then a current customer ordered count.

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So it's showing you how
the remaining stock has been calculated.

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Now this is only if you have
that debug mode turned on.

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So while you're testing that's great.

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But you probably want to turn it off

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when your customers
are actually utilizing this.

 

Incomplete
Step by Step Guide
Search Terms

Individual Search Words

inventory, quota, limitations, restrictions, quantity, allocation, availability, purchase, orders, stock

Alternate Search Phrases

manage product stock levels, set purchase limits, control customer purchases, track order quantities, define stock restrictions, configure stock rules, allocate product availability, manage stock allocations, limit product purchases, display stock availability