Shelf positions: the Shelves page

The Shelves page lists, shelf by shelf, what a warehouse holds of the products you track by shelf. It shows one warehouse at a time, starting with your default warehouse.

Choose what to look at

1. Open Inventory.
2. Open Shelves.
3. Select All shelves, Unassigned or one shelf to see what it holds. On a phone, Choose shelf opens the same list.

The panel on the left starts with Warehouse, the warehouse to show. All shelves shows how many of the warehouse's shelves hold something, for example 12 of 40 in use. Unassigned holds units of tracked products that are on no shelf yet.

The shelves are grouped by aisle, with a count of how many shelves in each aisle are in use. The aisle is the part of the code before the first hyphen, full stop, slash or space.

Type in Search shelf or product to find a shelf by its code or a product by its code or name. Tick Hide empty shelves to leave out shelves holding nothing.

What the page shows

At the top are totals for what you selected: Products, Units on shelf (Units for Unassigned) and, for people allowed to see inventory value, Stock value. A bar shows the units by category.

The table lists each product's Code, Name, Supplier, Category and quantity On shelf. It also shows Shelf when you are looking at several shelves. People allowed to see inventory value also see the product's Value.

Select a product to show only that product, or its supplier to show only that supplier's products. The filter appears above the table, with a button to remove it. The buttons beside the product and supplier open their respective pages.

Move units from the page

People with the Stock Out, Transfer & Adjustments permission have an Actions menu on each row.

1. Open Actions on the row.
2. Select Move between shelves for units on a shelf, or Put on a shelf for Unassigned units.

The move window opens with the warehouse and starting place filled in. See Shelf positions: moving stock between shelves.

Manage shelves

People with the Manage Shelves permission can add, rename and delete shelves in Settings, then Warehouses. If a warehouse has no shelves yet, the Shelves page says so. See Shelf positions: setting up shelves in a warehouse.

Access and plans

Anyone in the organisation can open the page. If your account is limited to certain departments, it shows only the products of those departments.

Shelf positions are included in the Starter plan and above. On other plans, Shelves in the Inventory menu carries a lock, and the page shows what shelf positions do with an invitation to upgrade. An organisation that used shelves on an earlier plan can still open the page and see them, with the invitation at the top.