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In this
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tutorial, we'll learn how to utilize
the stock management feature.
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This allows you
as the administrator to define
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how many of a product
or a selection of products
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that a customer
or a selection of customers can purchase.
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In addition,
we have the ability to automatically reset
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these limits on a monthly or annual basis.
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This functionality operates in a very
similar way to access permissions
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for additional context on these features,
search for Access permissions
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content within the Infigo Academy.
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So the start of this process
will be to navigate
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to set up access permissions.
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The control of stock management
can be found in the same area
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as the general access permissions
configuration options.
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We're going to start off
by clicking on scopes.
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As with access permissions,
we are required to configure scopes
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for our eventual stock management rules.
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Scopes define a customer
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or a range of customers
that will be affected by this rule.
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So we'll just set one of these up
really quickly.
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I'm going to go to add new scope
over on the right hand side,
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and then we're going to define
the customers that included
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within our scope.
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In our example, we'll stick
to selecting a single customer.
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However, a scope can include definitions
by other means, such as by departments,
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customer roll or shipping country.
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Next, we're going to click on Targets.
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As with access permissions,
we are required to configure targets
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for our eventual stock management rules.
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targets,
define a product or a range of products
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that will be affected by this rule.
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Once again, we're going to go to add
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new target,
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and I'm going to select
the type of target.
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So we're in our example.
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We'll stick to selecting a single product.
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However, a target can include definitions
by other means, such as category
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or product group
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with a scope and a target defined.
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We're going to go across
to stock management, so this area allows
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us to define our stock management rules.
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So note that
although the functionality is very similar
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to that of access permissions,
they are independent.
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Access
permissions do not have to be activated
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for stock management to function.
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We'll start off in the settings tab.
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This gives us access
to a load of stock management
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general options.
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This includes an overriding on off
switch of the functionality.
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So that's the is enabled
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a debug mode,
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the ability to display usage information
for the period.
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So that would be monthly
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or annually, which is defined in our rule,
which we'll get to in a moment.
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And finally the ability
to display availability
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of the product in different forms.
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And this is things such as just showing
a simple in stock or out of stock message,
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or you can have the remaining stock
based on defined limits.
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Click on the rules tab
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to actually start defining our rules.
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Go to add new record
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and then we need to select
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the relevant scope and targets
that we want to utilize for this rule.
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So I'll choose the two I've just created.
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Moving along
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a bit further, we can define a limit.
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So this is the quantity of the products
you wish your customer to
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be able to order.
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So I'm just gonna go with five.
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For example.
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And then next along from there,
we can define how often this limit resets.
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So you have the option of never monthly
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or yearly,
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and then if applicable,
you'll get access to a reset date,
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which allows you to specify the date
in which that limit resets.
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Once you've finished click insert
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and then save at the top of the screen.
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Now, before you can utilize these changes
on the front end of the storefront,
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you will need to wait for the background
update tasks to be run.
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And this shouldn't
take more than a minute. So. So.
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So what I've done here is
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I've opened the product to see our update
of the stock limits and display options.
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An order has already been placed
utilizing this information.
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So what we can see, I placed an order
for three of this particular product.
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We can see that I've got ordered
this month three and then availability.
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So my remaining limit of two.
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If we go back into the back
end of our storefront
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and go to our stock management rules,
you also see that that order
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that has been placed has been associated
with that stock management rule.
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So you can keep an interactive track
on the orders
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that have been placed
using each of those rules.