Skip to main content
All CollectionsManage Business Tools
Managing Stock: User Guide
Managing Stock: User Guide
Updated this week

We’ve recently released the new (and improved) Yoco Web App to replace the original Yoco Business Portal!

If you haven’t yet made the switch, and are still using the old Business Portal to manage your profile, get the original Stock User Guide here.

To start managing your stock, you need to first add products to your Yoco store. Find out how to add products to your store here.

Stock Tracking with the Yoco Web App

Managing stock settings

If you've set up stock tracking features for your products catalogue, select the Stock widget to see your stock settings page.

Here, you'll find a list of all your products with stock tracking enabled, and you can also manage your stock alert communication preferences.

Select a product from the list, to see its stock details and enter or edit the stock tracking details: set a new stock count, add to the existing stock count or remove from the existing stock count. You can use this whenever you get new stock, have stock shrinkage or need to otherwise update your stock levels and low stock alerts.


Enabling stock tracking on your products

To set up your stock tracking, you'll first need to create your products catalogue. For more on how to do this, check out the user guide here.

In most cases, creating products can be quick and easy. But for certain kinds of goods/services, it may be necessary to use some more advanced features:

Set product variants

Using variants allows you to sell more than one type of the same product, and gives you a variety of ways to customise how you set up your products to suit your selling needs.

When adding or editing a product, you'll have the option to add a variant in the product details page:


When you click on the variants tile/widget, you'll have the option to create new attributes to your products. You can think of an attribute as a way to describe the product. Click on the Add an attribute + tile/widget, to get started.

Attributes are usually pretty specific to the type of product you're working with, but a classic example is the attribute of size, which could be small (S), medium (M), large (L), or extra large (XL).

Once you've added an attribute, you'll need to set up each attribute variant with its own price by selecting them from the list of variant attributes.

Here, you can also set variants to 'unavailable' when needed.

Should you need to add more than one attribute, you can do so by selecting the Add an attribute + tile/widget and following the same steps to create another attribute for the same product. This could be another way of describing the same product, like for example the different available colours.

Once there is more than one attribute to your product, it multiplies the number of different individual variants you'll need to set up and manage. So, in the above example, where we had both size and colour, you'd need to enter a price for each size and colour combination.

However much this is a lengthy task, it's well worth the time investment when you have a slick, smooth products checkout with seamless product sales and stock reporting, live.

Stock tracking setup

Choose whether you'd like to enable stock tracking for this product, either by product or variant total.

If you're only going to be tracking this product's stock by its total amount, select the Product tile. This means you'll need to enter the product code (or use an automatically generated one instead), the initial stock count and when you'd like to receive low stock alerts.

If you'd like to track the product's stock at the variant level, select the Variant tile and enter the variant stock level at which you'd like to receive a low stock alert.

Next, select the Variants widget to add stock levels for each of your variant attributes from the list.


Using Stock Tracking on the Yoco Mobile App

Activate your stock

You can either activate stock tracking one product at a time, or activate stock tracking for all your products at once.

Activate one product at a time

  1. Open your Yoco Mobile App

  2. Go to the More screen

    Untitled.png
  3. Go to Products

    IMG_7872.png
  4. Click on the product that you want to track

  5. Click "Enable stock tracking on this product"

    IMG_7874.png

Activate all products at once

  1. Open your Yoco App

  2. Go to the More screen

    Untitled.png
  3. Go to Stock management

    IMG_7872_2.png
  4. Click Start tracking

    IMG_7875_2.png


Edit your stock

  1. Open your Yoco App

  2. Go to the More screen

    Untitled__1_.png
  3. Go to Stock

  4. Click on a product

  5. Click on Current stock

    IMG_10B831BECBD4-1.jpeg
  6. Set your new stock

    • Select "Set a new stock count" or "Add to my existing stock count"

    • Add the new stock count or the additional stock count

    • Add a note (optional)

    • Validate

      IMG_842C2122E6A1-1_2.jpeg


Using stock and variants

If you use Variant you can track the stock at the product level or at the variant level. To track your stock at the variant level, you need to:

  1. Activate Track stock at the variant level

    IMG_7879.png
  2. Click on any variant

    IMG_7881_2.png
  3. Click on Stock

    IMG_7882_2.png
  4. Set your new stock

    • Select "Set a new stock count" or "Add to my existing stock count"

    • Add the new stock count or the additional stock count

    • Add a note (optional)

  5. Validate

    IMG_842C2122E6A1-1_2__1_.jpeg


Get low stock alerts via email

Set up stock alerts when your inventory drops below a pre-set level, based on your needs. Check it out here.

Did this answer your question?