Once you've created a depot, you can add stock to it. Slope refers to "stock" as a unique instance of a given SKU. Each stock has its own set of attributes (state, lot number, serial, etc) and can be listed as being warehoused in a specific depot. Depots serve as the origination point for shipments within the Slope Supplier platform.
Adding stock to a depot
To create some stock, first you need to make sure that you have at least one active depot in your Supplier account. To learn how to create a depot, click here. Once your depot is activated, you can add stock one of two ways:
- From the depot dashboard click the Actions button next to a depot in the list and select Add Stock from the dropdown.
- Select the depot you're interested in and navigate to the depot detail page. From here, click the Actions button in the top right corner and select Add Stock.
Doing either of the above will take you to the add stock to depot form. Use this form to create up to 1000 stocks at once and assign details to all of them, in one action. Here is some detail about each form field:
- SKU - Select a SKU from the dropdown options, which shows all the active SKUs in your Supplier catalog.
- Stock Quantity - Enter the quantity of stock to be added. You can add up to 1000 at once.
- Lot Number - Enter a lot number that will be assigned to every stock created by this form.
- Serial Number - Enter a serial number that will be assigned to every stock created by this form.
- Expiration Date - Use the date picker to provide an expiration date that will be assigned to every stock created by this form.
- Notes - Add notes in the text area that will be assigned to every stock created by the form.
Once you have completed the form fields, click the Create Stock button. If you add a quantity greater than 50, the action will happen in the background and may take a couple seconds to complete. The more stocks you add, the longer it will take. Try reloading after waiting a few moments if you don't see the quantity you expect.
Editing stock details
Updating the stock details can be accomplished two ways:
- Stocks that are in a ready state can be edited using the inline editor. Simply click on the lot number, serial number, or expiration date next to a stock in the list, and a field will appear that allows you to add or update existing information. Hit the enter key on your keyboard to save any changes.
- Click the Actions button next to a Stock you want to edit in the stocks list when viewing a depot. The dropdown list of menu options will show an Edit link that will take you to an edit form for that individual stock.
Slope uses a standard set of states to track that status of all of the stocks in your Supplier account. As stocks are sent to sites through shipments, expire before being dispatched, or are lost or damaged, Slope will track these states over time. States are also used to determine if certain actions can be accomplished on the Stock. For example, Slope will prevent you from sending expired or damaged Stocks to sites. Here is a list of all the states that Stock can fall within, and details for each:
- Ready - This is the default state for new stocks that you add to a depot. Ready stocks are the only state that can be added to a shipment. Ready stocks are the only state that can be permanently removed from the system.
- Staged - A stock is staged when it is added to a Shipment.
- Dispatched - Once the shipment the stock is added to is shipped, the Stock will be transitioned from staged to dispatched.
- Delivered - When the shipment the stock is added to is delivered, the Stock will be transitioned from dispatched to delivered.
- Expired - If the current date exceeds the expiration date provided for a stock, it will be transitioned to expired. Our expiration bot runs a midnight EST.
- Damaged - For tracking stocks that are damaged before they are sent to sites.
- Lost - Use this state to track stocks that are lost before they are sent to sites.
- Disposed - Track stocks that are disposed before they are sent to sites.
- Returned - Used to denote a Stock as being returned to its origin vendor.
- Archived - A special state used to dismiss stocks that have accumulated an audit history (e.g. have been transitioned from ready to staged and back). Slope will not allow you to permanently destroy a stock that has an audit history in order to prevent data loss. Instead, use this state to move stocks that need to be ignored.