Before you can start tracking your stock, you need to create a product catalogue in the Yoco App (mobile or web). Click here for a step-by-step guide to adding brands, categories, products, and variants.
Setting up stock tracking for products
Once you’ve set up your product catalogue (or while you’re creating it), you can enable stock tracking either by the product total or, if you’ve added variants to your products, by the variant total.
Stock tracking by product total
✨ It’s possible to enable stock tracking while you’re adding products to your product catalogue. If that’s you, simply skip ahead to step 5 below.
Go to the Manage tab in the Yoco App (mobile or web).
Select the Products tile/widget.
Select the product you want to enable stock tracking for from your list of products.
When the pop-up appears, select the pencil icon in the top right corner to edit your product details.
Scroll down to the Track stock tile/widget and select the grey Product button.
Enter the product code (or use the one that has been automatically generated for you), then select the Set a new stock count button and enter the product total in the field that appears.
In the Stock alert field, enter your stock alert number – as soon as your product reaches this level, an alert will automatically be sent to the email address associated with your Yoco profile, so that you can reorder the item.
When you’ve entered the correct information, select the blue Save button to enable stock tracking.
Stock tracking by variant total
✨ It’s possible to enable stock tracking while you’re adding products to your product catalogue. If that’s you, simply skip ahead to step 5 below.
Go to the Manage tab in the Yoco App (mobile or web).
Select the Products tile/widget.
Select the product you want to enable stock tracking for from your list of products.
When the pop-up appears, select the pencil icon in the top right corner to edit your product details.
Scroll down to the Track stock tile/widget and select the grey Variant button.
Select the Variant widget, then enter a stock alert number in the Stock alert field – as soon as your product reaches this level, an alert will automatically be sent to the email address associated with your Yoco profile, so that you can reorder the item.
Select the Variants tile/widget below the Stock alert field.
Select your first product variant.
Set a total for the product by selecting the Set a new stock count button and entering the number in the field that appears. Select the Done button when you’re finished, then repeat the same process with each of the other variants.
Once you’ve set stock counts for all your product variants, select the blue Save button to enable stock tracking.
👩 Want other staff members to receive stock alerts?
Log in to the Yoco App (mobile or web).
Select the grey Stock alerts button near the top of the screen.
Select the + New recipient button to add a staff member by finding their profile or entering their email address.
Toggle the Stock alerts button to the ‘on’ position.
Viewing and updating tracked products
To view a full list of all your products with stock tracking enabled, update stock counts when you receive new stock or experience low stock levels, and change your stock alerts:
Select the Stock tile/widget.
Select the product you want to update stock tracking information for.
Select the relevant button to set a new stock count, add to or remove existing stock, or set a new stock alert figure.
Select the blue Save button.
📩 Need to update your stock alert communication preferences?
Exporting and importing stock lists
Need to generate management, accounting or forecasting reports, or make bulk stock updates? Here’s how to export your current stock list so that you can make changes to it, and then import it again so that those changes reflect in the Yoco App (mobile or web).
Select the Stock tile/widget.
Select the black Export button.
Select your preferred file type (CSV or Excel) in the pop-up, then select the blue Export button.
Once the download is complete, open the file in Excel or Google Sheets, depending on which file type you selected.
In the Movement Type column, enter one of the options below.
Set – If your stock for a product is currently at 10, for example, and you want it to be 15, type ‘set’ in the Movement Type column and enter 15 under the Quantity column.
Add – If your stock for a product is currently 10, for example, and you want to increase it by 2 items, type ‘add’ in the Movement Type column and enter 2 under the Quantity column.
Remove – If your stock for a product is currently 10, for example, and you want to decrease it by 2 items, type ‘remove’ in the Movement Type column and enter 2 under the Quantity column.
Download the updated file as an Excel spreadsheet or CSV file.
Go to the Manage tab in the Yoco App (mobile or web).
Select the Stock tile/widget.
Select the black Import button.
Select the black Upload button.
Locate the updated stock list on your device, select it and choose the blue Open button.
When the file you’ve selected appears in the grey block, select the blue Upload file button.
If the file has been successfully imported, a message will appear on your screen confirming that your stock has been successfully updated.