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Warehouse lookup

Manage the SKU Catalog

Keep each customer's product catalog, see stock on hand per SKU, and link goods lines to catalog SKUs by typing the SKU code.

17 steps Direct app entry available

Add or edit a SKU

Each SKU belongs to one customer, and its code only has to be unique within that customer. Customers can also manage their own catalog from Warehouse > SKU Catalog in the portal, and pick by SKU on the portal's Consolidate tab.

  1. Open Warehouse > SKU Management > SKU Catalog in the side menu.
  2. Click New SKU (or SKU Management > New SKU), choose the customer, and enter the SKU code and product name.
  3. Fill in identifiers, attributes, unit of measure, reorder point, cost/price and supplier, and shipping and customs details as needed.
  4. To retire a SKU, edit it and clear Active instead of deleting it.

Bulk add SKUs from a CSV

  1. Open Warehouse > SKU Management > Import SKUs (or Import CSV on the SKU Catalog page), then click Download template.
  2. Fill in one row per SKU; only sku_code, name and a customer are required.
  3. Upload the file. Pick a customer for the whole file if the customer column is blank.
  4. If any row has a problem nothing is imported; fix the listed rows and upload again.

SKU codes that already exist are skipped unless you tick Update existing SKUs; then blank cells keep the current values.

Customers can import their own SKUs the same way from Import CSV on the portal's Warehouse > SKU Catalog page.

Export CSV downloads the filtered catalog in the same columns (plus on hand), so you can edit it and re-import with Update existing SKUs.

Link goods lines to the catalog

  1. When receiving or adding a goods line, type or pick the catalog SKU code in the SKU field.
  2. On save, the line links to the customer's catalog SKU and blank description, dimensions and weight are filled in from the catalog.

Goods lines entered before the catalog existed can be linked in bulk with the link_piece_skus command.

Add goods lines from the catalog

Pick catalog SKUs and quantities instead of typing each goods line. Each SKU becomes its own goods line, linked to the catalog, with the SKU's description, dimensions and weight (unit weight × quantity). The search lists the customer's SKUs once the form knows the customer, otherwise every active SKU.

  1. Receiving wizard: use Goods from SKU Catalog on the Details tab; the lines go to the receiving Location.
  2. Tracking > New file > Create manually: use Goods from SKU catalog at the bottom of the form.
  3. File page Goods tab: click + Add from SKU catalog next to + Add Line.
  4. Warehouse stay Goods card: click Add from SKU catalog next to Add goods line, and pick a storage location for the new lines.
  5. New quote, Cargo tab: picking SKUs fills Quantity, Weight, the largest dimensions and the cargo description; you can still edit them. When the quote is converted, each SKU becomes its own goods line.

Search by SKU code, name, UPC/EAN or part number, then change the quantity in the list.

Customers have the same picker on the portal's Add Shipment and Request a Quote forms; a quote answering a portal request starts with the SKUs the customer picked.

Read stock on hand

On hand counts linked goods lines in active warehouse stays that are not In Bound or Departed. Pickable stock is the part in Received or Available stays with no active holds.

  1. Tick At or below reorder point to list SKUs that need restocking.
  2. Open a SKU to see its stock by facility and storage location.