Explains the Inventory Settings page, the do not track option, inventory permissions and restrictions, and how to print inventory locations on packing slips.
The main Inventory Settings are located in Settings > Inventory Management > Inventory Settings.
These settings allow you to control certain inventory behaviors.
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When shipping products that have either NO ON HAND STOCK remaining or an UNKNOWN on hand stock level, tell ShipStation to either Allow the shipment as usual, allow the shipment with a warning, or block the shipment.
Blocking the shipment will prevent ShipStation from creating a label for the order containing the out-of-stock item.
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When shipping from a location that is not tracking inventory, you can have ShipStation warn you that the inventory for the product will not be adjusted.
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Have ShipStation create an alert when stock for your products falls below your set threshold (you can override this value by setting a reorder threshold at the product level).
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If the Enable Inventory Tracking toggle is off, ShipStation will ignore all inventory settings and stock levels.
In addition to the Settings page, ShipStation includes a few more options for inventory you may wish to use. See the below sections for details.
The Do Not Track Inventory option is on the Product Details page under the Inventory tab.
Check the box labeled Do Not Track Inventory for any individual products not to be tracked.
Use the Do Not Track Inventory feature for coupons, freebies, samples, seasonal products, or rare items that you may not always have in stock. It is also useful to use with limited-edition and one-time-only products.
When this option is checked, ShipStation will not include the product on insight reports. or inventory reports.
This option also prevents inventory actions like allocating stock, reorder threshold alerts, and blocking shipments when there is no stock on hand.
Your ShipStation account User Management Settings include some inventory-specific permissions and restrictions.
Admin users can go to Settings > Account > User Management and click Edit to modify these permissions for any user.
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Permissions: For non-admin users, check the Inventory Management box to give the user permission to add, move, and remove inventory, allocate and deallocate inventory for an order, or set up allocation strategies.
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Restrictions: Enabling this option disables the Allocate, Allocate By, and Deallocate buttons for the user. The user can view inventory data, but cannot modify it.
Print a product's Inventory Locations (from the Product Details > Inventory > Location field) on packing slips to ensure you are always picking and packing the right item from the right location.
You can add the product's Inventory Location to both your default packing slip and custom packing slips, as described in the steps below.
Three things to note about this feature:
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Enable Inventory Tracking must be set to active in
Settings > Inventory Management > Inventory Settings. -
Items must be allocated in the order to print on the packing slip successfully.
ShipStation automatically allocates items for a shipment when you print the packing slip, but if you preview the packing slip prior to printing, the preview will display unallocated in the item location section.
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If you have more than one warehouse in your product's inventory list, ShipStation will always print the first Location in this list on the packing slip (as this is where inventory deducts from by default).
The default packing slip template in ShipStation now includes the Inventory Location value in the Order Items table, if you have enabled the corresponding packing slip document option.
Here is how this information will appear on the default packing slip:
To enable the product inventory location to print on your default packing slip:
Not Available in ShipStation Legacy
You cannot enable or disable the setting while in ShipStation Legacy Layout.
If you have custom packing slip templates, you can add the product's Inventory Location information to the Order Items section of the template using a new field replacement, [Product Location].
Requires HTML
Packing slip templates require some basic HTML knowledge.
ShipStation does not provide custom HTML assistance. Our support team is available to troubleshoot, but they do not provide design or consultation services. Visit our user forum for custom template help from other ShipStation users.
To add the [Product Location] field replacement to a custom packing slip, do the following:
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Click Edit next to the packing slip you wish to edit.
If you want to create a custom packing slip from the default packing slip, click Copy. This will make a copy you can edit.
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Click the Order Items header in the packing slip editor.
How you proceed from here will depend on where you want the Inventory Location to appear in the Order Items table. Note that the Order Items table includes both the Order Items Header and Order Items section.
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If you add a column to the table in the Order Items section, you must also add a corresponding column to the Order Items Header section.
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If you replace one field replacement with another, you must also change the corresponding column in the Order Items Header section to match.
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The example below will illustrate adding a column to the Order Items table in a template so it prints the [Product Location].
In this example, we'll add a column to the right of the SKU column in the Order Items table to hold the Inventory Location information.
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Place your cursor after the first row </td> tag and hit Return.
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Copy and paste the following code into the space you just created:
<td align=left></td>
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Place your cursor between the opening and closing tags.
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Click the [Product Location] field replacement button to add the field replacement between the tags.
The [Product Location] field replacement is located under the Order Items section in the Field Replacement column.
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Click on the Order Items Header section of the editor.
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Place your cursor after the first row </td> tag and hit Return.
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Copy and paste the following code into the space you just created:
<th align=left>Location</th>
You can use any text you like between the <th> tags. This is the text that appears in the table header to tell your team what information they are looking at.
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Click Save.
And that's it! Any order that uses this packing slip and has its items allocated will now print the product's Inventory Location.
Notes about the [Product Location] Field Replacement
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The [Product Location] field replacement is not available in ShipStation's Legacy Layout.
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The [Product Location] field replacement can only be used in the Order Items section of the packing slip template since it is item- level information. If you add to any other section it will not function as a field replacement and will simply print as plain text on your packing slip.
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The Location field in the Product Details follows the layout you set in your Inventory Warehouse settings, located in
Settings > Inventory Management > Inventory Warehouse > Manage Locations. This example includes Area, Unit, Shelf, and Bin, but your layout may differ.