Manage your stocks in several warehouses and across all your sales outlets. 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, any kind of scenario is 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 point of sale.
- Nearby Store which allows you to display on your Magento's frontend a Google Map in order to help your customers to find the closest store.
- Mass Stock Update, to update all your stocks in Magento in one go via a csv file.
To know more about the store management, you can have a look at our documentation on the Nearby Stores extension for Magento.
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 priority order according to others. Then, choose if the warehouse/point of sale is visible or hidden, add a picture as well as a description. Finally, define the opening hours.
In the Address & Contact tab, define the address of the warehouse/point of sale, its longitude and latitude as well as a phone number. This tab is very important for Pick Up At Store extension. Indeed, you must correctly fill in each field so that your warehouses/points of sale can be displayed on a Google Map that will precise the closest point of sale.
The Google Places Setting tab allows you to display on the frontend of your Magento website a Google Map so that your customers can be able to visualize your warehouses/points of sale. For more information on how to configure Google Places Settings, have a look at our documentation on Nearby Store.
Advanced Inventory is an extension for Magento that allows you to manage any kind 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.
Here, we have selected the French store view because our warehouse/point of sale is located in France but 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 whatever you want and choose to make that warehouse/point of sale visible for retailers only or for all customer groups.
After having filled in all fields, save your warehouse/point of sale by clicking on Save this store, Save and continue, go Back or Delete this store.
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 store 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 store 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 store. 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 stores 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 store 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.
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 store(s) you have defined for that store view.
In our case, if our customer choose English language, stock displayed on product pages will be the one of the English store because we have defined it in this way in the store's settings.
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 store.
- 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 store won't assign orders (except with Pick up At Store where the customer chooses the store 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 store, go to Catalog > Manage Stores, choose a store and click on Edit. In the Order/Inventory assignation Rules tab, you have the possibility to define your own rules for that store. 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).
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 Stores and choose the store 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.
How does Advanced Inventory manage warehouses/sale outlets'inventory?
With Advanced Inventory extension, you have 2 ways to assign one order to one warehouse/sale outlet:
- 1. either the customer choose to pickup at the one store (this means you must have setup the delivery method in system > configuration > shipping method)
- 2. 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:
- a. the current store-view and the warehouse affected to this store-view
- b. the stock availability and specific local settings (allow backorders or not)
- c. the delivery rules you have specified (delivery area for each warehouse/sale outlet depending of the customer shipping address)
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 above 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.
I have just made a payment for Advanced Inventory but I haven't received an email
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
How do I install Advanced Inventory?
1. First of all, you 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 is installed! Have a look at our next FAQ on how to activate your license.
I'm asking to overwrite /public_html/lib/Varien/Data/Form/Element/link.php, should I carry on?
You can skip this file, it's only for magento < 1.4.
How do I activate the Wyomind Advanced Inventory extension ?
1. Copy the activation key (example: ACTKEY-ABCD)
6. A notification appears at the top of your admin: Activate it now! Click on it.
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).
I get a 404 error instead of the configuration page in admin panel!
As soon as I copy the new content (app, lib, skin) into the magento folder, the site stops working alltogether. It gives me the error ERR_CONNECTION_RESET. What should I do?
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.
- ✔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 sales outlet
- ✔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 sales oultets : address, location, hours...
- ✔Display on your front-office an advanced Google Map to help customers locate their nearest store.
- ✔Define your own delivery rules for each warehouse or store outlet by using country codes and/or zip codes in order to automatically assign each order to one store
- ✔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