Manage your stocks in several warehouses and across all your points of sale. Automatically assign each order to one inventory. Create different stock levels for each store view.
Orders Export Tool
The Orders Export Tool allows you to create xml csv and txt order files from your Magento admin panel and export them to any CRM application or order management software/platform. Any kind of export file types can be easily customized
Advanced Inventory is an extension for Magento that allows you to manage stocks of different points of sale or warehouses through Magento's backend.
Each order placed through your website can be automatically or manually assigned to a specific stock. Then you can follow in real time the stock level for each point of sale, the orders' assignations and anticipate if re-stocking is needed.
With Advanced Inventory, all kinds of scenario are possible. The module is easily configurable thanks to several setting options that correspond to the great majority of inventory management real situation.
Advanced Inventory is composed of a suite of performing tools for a multi-stock management:
- Pick Up At Store, which gives to your customers the possibility to come and pickup their order in a warehouse or in any other points of sale.
- Point of Sale which allows you to display on your Magento's frontend a Google Map in order to help your customers to find the closest point of sale.
- Mass Stock Update, to update all your stocks in Magento in one go via a csv file.
First of all, you need to create your points of sale. For this, go to Sales > Manage POS / Warehouses.
When creating your warehouse/point of sale, you must fill in a certain number of fields.
In the General Informations tab, you have to define a code for your warehouse/point of sale. Give it a name and a type of display (point of sale of warehouse). Give it an order of display as well as a latitude and a longitude using Google map.
In the Address & Hours tab, define the address of the warehouse/point of sale. Give a phone number and an email. Add an image and specify the opening hours.
Advanced Inventory is an extension for Magento that allows you to manage all kinds of scenario. Indeed, you can link a warehouse/point of sale to one or more store views, or to one or more customer groups.
The two following tabs are very important to configure and create your own scenario.
In the Store Views Selection tab, you define for which store view(s) you want this warehouse/point of sale to be visible. You can also make your warehouse/point of sale visible for all store views.
Then, in the Customer Group Selection tab, select the group(s) of customers that will be able to see that warehouse/point of sale. Here again, you can do what you want and decide to make that warehouse/point of sale visible for retailers only or for all customer groups.
In the Order/Inventory assignation rules, you will be able to define assignation rules to assign the different orders to this point of sale. You can also notify by email the recipients, that is to say the manager(s) of the point of sale. For that, enter the different emails and separate them with a coma.
After having filled in all fields, save your warehouse/point of sale by clicking on Save and go back, Save and continue, go Back, Reset or Delete this POS/Warehouse.To know more about the point of sale management, you can have a look at our documentation on the Point of Sale extension for Magento.
The first step is now over, you have created your warehouses/points of sale. After that, you can now manage your stocks in Catalog > Manage Stocks.
With Advanced Inventory you can manage stocks of each product and for each point of sale directly in the backend product page (Catalog > Manage Stocks then choose a product and click on Edit to have access to the product page) or from a grid allowing to massively update stocks (Catalog > Manage Stocks).
You can manage your stocks for each point of sale at the product level. To have access to the backend product page, go to Catalog > Manage product and choose a product. Click on Edit and you will have the possibility to manage local stocks directly in Inventory. In that tab, you can configure your gereral stocks in Inventory, but also local stocks in Local Inventory.
To manage local stocks in Local Inventory, you must choose Yes. Then you will be able to manage your stocks for each point of sale you have created.
You have also the possibility not to use default settings and to allow quantity below 0 in case of backorders for example. You can also notify the customer in such a case.
To synchronize your stocks, go in the Inventory tab of the product page and click on Sync. stocks. Your stocks are now synchronized.
Advanced Inventory allows you to manage your stocks from the product grid in Catalog > Manage Stocks. The product grid in Magento also shows an overview of the stocks levels for each point of sale.
You can enable or disable local stocks by clicking on the arrow on the right of the grid. If you click on Disable local stocks, you won't be able to manage your products for the different stocks.
If you decide to enable local stocks, you can select all products and click on the orange button Enable selected local stocks, or only manage local stocks for a defined selection choosing the option Enable local stocks on the right.
It allows you to enter directly in the grid the number of items in each point of sale. The local stock and the global stock are automatically adjusted.
The difference between local stocks and global stock is simple. Local stocks correspond to the total stock of your points of sale whereas the global stock groups together all your stocks from a general point of view.
For example, if your global stock is higher than your local stocks, it means that an order hasn't been assigned to a point of sale and that the products have been deducted from the global stock but not from the local stock. Once the order will be assigned, data will be automatically adjusted according to the situation.
Otherwise, if your local stocks are higher than your global stock, it can't work.
That is why, in order to perfectly manage your stocks, the global stock must in most cases be egual to the local stocks.
Advanced Inventory includes the Mass Stock Update extension that allows to massively update your stocks from a csv file.
Mass Stock Update can be used in 2 ways:
- Case A : A massive update of all your points of sale or warehouses in one time
- Case B : An update of only one/several of your points of sale or warehouses
Depending of the above case, the configuration is different :
Step 1 : Profile settings
Step 2 : File mapping
Match each colomn of the file with one of your points of sale or warehouses
Step 1 : Profile settings
Step 2 : File mapping
Match the colomns of your choice with one/several of your points of sale or warehouses
To display available stocks on the product page and for each point of sale linked to the store views, you just need to add (in the file: app/design/frontend/your_package/your_theme/template/catalog/product/view.phml) the following code line 87:
<?php echo $this->getLayout()->createBlock('advancedinventory/stocks')->output($_product);?>
Stocks will appear just below the short description. You can of course place the code where you want to personnalize your product page.
According to the language your customers will choose on your website, they will be able to see the stock of the point(s) of sale you have defined for that store view.
Step 3 is about assignation rules. These rules allow to assign orders placed on your website to one or another point of sale.
Assignation rules are based on your customer's shipping address: code of the country and/or zip code and/or regional code.
Before anything, you must know that an order can be assigned to a warehouse according to several criteria:
- the store view: if the customer is on the French, English or German view of your Magento store for example.
- the customers group: if it is about a retailer, wholesaler or a simple customer and according to your settings for the point of sale.
- the priority: if a warehouse has priority to another one.
- the assignation rules: if for example you have decided that your warehouse in Paris had to deliver to all France except to Alsace.
- the availability of products: if a product is not available in the warehouse and must be sent from another one.
Whenever you want, you can change the order's assignation by yourself by assigning the order to the warehouse you want in the column Assign to of Sales > Orders & Assignment.
Assignation rules allow you to define the geographical area that each one of your point of sale can cover.
The same syntax as Owebia Shipping extension is used (with their agreement).
- “*”: By default, worldwide
- “ ”: If the Assignation Rules field is empty, the point of sale won't assign orders (except with Pick up At Store where the customer chooses the point of sale he wants)
With Advanced Inventory, you can use advanced rules. Here are some examples:
- FR(*): All France
- FR(25*): All French zip codes starting with 25
- DE(7*): All German zip codes starting with 7 (Bade-Wurtemberg)
- US(CA): California / United-States
- FR,DE,CH,ES,IT: France, Germany, Switzerland, Spain and Italy
- * - (DE, FR(2A,2B)): Worldwide except Germany and Corsica in France
For flexible assignation rules, it is also possible to use regular expressions:
FR(/^75[0-9]+$/) : Paris (All French zip codes starting with 75 followed by numbers from 0 to 9, in other words Paris)
To better understand how to use assignation rules, you can have a look at Owebia Shipping's documentation.
So as to define your own assignation rules for a point of sale, go to Catalog > Manage POS/Warehouses, choose a point of sale and click on Edit. In the Order/Inventory assignation Rules tab, you have the possibility to define your own rules for that point of sale. However, if you can't see that tab, you probably didn't configure your preferences in order to be able to use assignation rules (Go to the following step Step 4: Manage your preferences).
When an order is placed and so assigned to a point of sale/warehouse, a copy of the confirmation email is sent to the different email addresses defined in the Email notification recipients field.
Here we are! The final step which consists in configuring your preferences. There you can choose to use or not the assignation rules.
In order to configure your preferences, go to System > Configuration > Advanced Inventory > Preferences.
That configuration is important, Advanced Inventory allows you to configure your preferences as you want.
Define if the global stock must depend on local stocks and if these stocks must be automatically or manually synchronized.
Choose what stock level must be displayed online (global stock or local stocks according to customers groups or store views).
Choose if the orders must be automatically assigned to a local stock or not. If you choose Yes, you will have the possibility to create your own assignation rules in the warehouse/point of sale's settings.
Finally, specify if you want to receive a notification when stocks are not synchronized or when an order is assigned to any stock.
Assignation rules allow you to define priorities for store views.
Imagine we have 3 store views (Great Britain, France and Germany) and 4 warehouses/points of sale (London, Paris, Strasbourg in the East of France and Berlin). These warehouses or points of sale are all represented here by orange flags.
We would like the warehouse of London to deliver to Great Britain, the one in Paris to France and the one in Berlin to Germany. We would like the warehouse of Strasbourg to deliver border regions, in other words Alsace (in France) and Bade Wurtemberg (in Germany).
In that case, we can define that for an order placed in Freiburg, the items will be sent from the warehouse of Strasbourg which is far closer than the one located in Berlin, and that even if the order is placed from the German store view.
From now, we defined that the warehouse of Strasbourg was visible for all groups of customers that are on the French and German store views (in the Store views selection and Customer groups selection tab).
Advanced Inventory allows us to be more specific in our configuration and so to define regions, geographical areas by using zip codes.
In our case, we would like the regions of Alsace and Bade-Wurtemberg to be delivered from the warehouse of Strasbourg, so we only need to define an assignation rule for the warehouse of Strasbourg: FR(67,68),DE(7*),which means to take into account all French zip codes starting with 67 and 68, as well as all German zip codes starting with 7.
For that, go to Catalog > Manage POS/Warehouses and choose the point of sale of Strasbourg. In the Order/Inventory assignation Rules tab, you can define our own assignation rule. (If that tab doesn't appear, it probably means you didn't configure your preferences to be able to use assignation rules, to know more go to Step 4: Manage your preferences).
We could also have defined a rule so that the warehouse of Paris delivers to all France except to Alsace and so that the warehouse of Berlin delivers to all Germany except to Bade-Wurtemberg.
We should have written FR-(67,68) for the warehouse of Paris and DE-(7*) for Berlin's one.
Advanced Inventory is an extension for Magento that can really be adapted to any kind of situation. For example, we can also define assignation rules according to customers groups. If we have a store view dedicated to retailers and another one to wholesalers, then we could have specified that such warehouse was for such customers' group.
What to do so that an order is assigned to a store?
In a general point of view and the smooth functionning of assignations, each stock must have:
- One or more store views
- One or more customer groups
- Assignations rules based on shipping address (* meaning all destinations).
The assignation is then taken into account according the following settings:
- Priority of the stock (priority field)
- Store view of the order
- Customer group
- Shipping address
- Availability of the items in the stock
I use M2E Pro, does Advanced Inventory work with it?
Yes this module can be used with M2E Pro. Using both extensions will allow you to manage all your stock levels on all your sales channels from your Magento system.
Why my orders are not automatically assigned to the stock?
It can be due to your configuration. You should check several things:
- Is there any stock available for the items in the warehouse or point of sale?
- Does these items are managed to use the local stocks?
- Did you configure the extension to automatically assign the order to one warehouse or point of sale (System > Settings > Wyomind)?
- Does the assignation rules for the warehouse or point of sale matches with what you expect?
How does Advanced Inventory manage warehouses/points of sale's 'inventory?
With Advanced Inventory extension, you have 2 ways to assign one order to one warehouse/sale outlet:
- either the customer choose to pickup at the one store (this means you must have setup the delivery method in system > configuration > shipping method)
- or the customer has chosen one of the classic methods for delivery (fedex, ups,...), in this case Advanced Inventory automatically try to assign the order depending of:
- the current store-view and the warehouse affected to this store-view
- the stock availability and specific local settings (allow backorders or not)
- the delivery rules you have specified (delivery area for each warehouse/sale outlet depending of the customer shipping address)
How to assign orders imported from Amazon and Ebay through the M2e module?
You need to place a new observer under app/code/local/wyomind/advancedinventory/etc/config.xml:
<global> .... <event> <m2epro_order_place_success> <wyomind_advancedinventory_inventory_assignation> <type>singleton</type> <class>Wyomind_Advancedinventory_Model_Observer</class> <method>assignation</method> </wyomind_advancedinventory_inventory_assignation> </m2epro_order_place_success> </event> </global>
I didn't receive my payment confirmation for Advanced Inventory
1. The payment confirmation email should only take a few minutes, rarely more than one hour
2. Check your spam filter
3. Contact us: we will try again to send it
If I want to test an extension first on a staging server, do I have to buy 2 licenses for 2 domains ?
When installing a module on a new environment, you should see a screen as below offering to update the license, just click on the link Request a free license update in your admin, and your request should be approved within one hour.
How do I install Advanced Inventory?
1. Before installing the extension, it's advisable to backup your Magento installation. To complete the setup of your extension in the best way, you first need to disable the compiler in your Magento admin. For that, go to System > Tools > Compilation.
If the compiler is activated, you must disable it by clicking on Disable.
2. Then, you need to refresh caches in System > Cache Management.
3. Now you can download the zipped extension from your Wyomind account > My downloads. Choose the one you just purchased and click on the grey arrow.
4. Click on the orange link (example: 3. 1.0 available) to download your extension.
5. Once you have downloaded it, unzip the folder content.
6. Copy the folder content (app,skin and lib directories) and paste all files and directories into your Magento web site root directory.
7. Once your installation is complete, don’t forget to enable the Compiler if it was activated before the installation and to Run Compilation Process.
8. Clean the cache and log in again.
Well done, your Wyomind extension installation is all set! Have a look at our next FAQ on how to activate your license.
How do I activate Advanced Inventory ?
1. Copy the activation key (example: ACTKEY-ABCD)
6. A notification appears at the top of your admin: Activate it now! Click on it.
I'm asking to overwrite /lib/Varien/Data/Form/Element/link.php, should I carry on?
You can skip this file, it's only for magento < 1.4.
I get an error saying "err_connection_reset".
It can happen on localhost environments because of rights on session files stored locally.
You have to rename app/code/local/wyomind/advancedinventory/sql/advancedinventory_setup to something different: for example advancedinventory_setup_XX.
I get a 404 error instead of the configuration page in the admin panel
How do I uninstall Advanced Inventory?
In order to uninstall Advanced Inventory, you must remove all the following files and directories:
Clean the cache and re-launch the compiler (if you use it).
- ✔Manage several stocks for different websites or store views
- ✔NEW ! Update all your stocks at once by using csv files and scheduled tasks
- ✔Display on your front-office the available stocks for each point of sale
- ✔Automatically or manually assign each order to one warehouse
- ✔Automatically decrement/re-increment the stock levels from each warehouse
- ✔Allow pick-up at store as shipping method
- ✔Email notification for the warehouse owners
- ✔Manage your warehouses and points of sale: address, location, hours...
- ✔Display on your front-office an advanced Google Map to help customers locate their nearest point of sale
- ✔Define your own delivery rules for each warehouse or point of sale by using country codes and/or zip codes in order to automatically assign each order to one point of sale
- ✔Summarize the online stock and the local stocks in the product grid
- ✔Manage all your online and local stocks in the same grid
- ✔Disable/enable local stocks for each product
- ✔Update in one block of all your product stocks
- ✔Use the arrow keys to add/remove units
Advanced Inventory Screenshots