The Stock and Inventory tool controls the quantity of the product that is currently available for sale at the property. This article will guide you on how to set up your inventory for new items.
How to set up Stock Inventory for a new item
On Cloudbeds PMS,
- Access Items and Services page
- Click on +New item
- Fill out the item's description in the Add New Product window
- Uncheck the box Do not track stock inventory for this product option (it will be selected by default)
- Set Current Stock Quantity - enter the quantity of the product that is currently available for sale at the property
-
Reorder Threshold Quantity
- If you want to be notified when the current stock quantity of the item reaches this quantity, enter the quantity here.
- If you do not want to be notified, leave this field empty.
- Threshold quantity should typically be lower than the available quantity.
-
Stop Selling product when
- Never stop selling the product: Even if the remaining quantity of the product reaches zero or below, it will continue being available for sale.
- Stop selling the product when the remaining quantity reaches...- If the remaining inventory quantity of this stock reaches below the value specified, this product will no longer be available for sale (in Folio).
- Click SAVE ITEM
How to set up Stock Inventory for Existing Items
In Cloudbeds PMS,
- Go to Items and Services page
- Next to the item you want to add stock to, click on the pencil icon to Edit
- Review the item's description in the Add New Product window
- Uncheck the box Do not track stock inventory for this product option (it will be selected by default)
- Set Current Stock Quantity - enter the quantity of the product that is currently available for sale at the property
-
Reorder Threshold Quantity
- If you want to be notified when the current stock quantity of the item reaches this quantity, enter the quantity here.
- If you do not want to be notified, leave this field empty.
- Threshold quantity should typically be lower than the available quantity.
-
Stop Selling product when
- Never stop selling the product: Even if the remaining quantity of the product reaches zero or below, it will continue being available for sale.
- Stop selling the product when the remaining quantity reaches...- If the remaining inventory quantity of this stock reaches below the value specified, this product will no longer be available for sale (in Folio).
- Click SAVE ITEM
When functionality is first released and enabled, the system will not know the Current Stock Quantity nor the Reorder Threshold Quantity. As a result, the system does not need to keep track of quantity until these values are set.
You can change also the number of items in stock at any time from Items and Services page.
