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Inventory And Data Entry

In this article, you will learn how administrators review inventory, upload availability files, enter availability manually, assign arrival dates, edit rows, and export reports.

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Add a video showing Inventory filters, bulk selection, arrival-date assignment, row editing, Excel upload, manual entry, row validation, and exports.

Before You Start​

Make sure farms, origins, products, markups, and upload column settings are ready. This helps uploaded and manually entered inventory appear correctly.

Review Assigned Inventory​

  1. Open Inventory.
  2. Choose the inventory view you want to review.
  3. Filter by farm, origin, product, status, arrival date, or upload date.
  4. Search for product names, varieties, or other visible row details.
  5. Review product, size, packing, quantity, price, markup, farm, origin, and arrival date.
  6. Open product images when you need to confirm a product visually.
  7. Clear filters when you want to return to the full list.
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Add a screenshot of Inventory with filters, row details, and product image preview highlighted.

Select Inventory Rows For An Action​

  1. Select the checkbox beside each row you want to manage.
  2. Use Select All Matching when the action should apply to every row that matches the current filters.
  3. Review the selected count before continuing.
  4. Use Clear Selection if you selected the wrong rows.

Use selection carefully when filters are active. Select All Matching may include rows that are not visible on the current page.

Assign Arrival Dates​

  1. Filter or select rows that need an arrival date.
  2. Choose Set Arrival Date.
  3. Pick the arrival date customers should see.
  4. Review the selected row count.
  5. Confirm the change.
  6. Check the inventory list to make sure the rows moved to the expected arrival date.

Rows without an arrival date may not appear where customers expect to shop.

Edit An Inventory Row​

  1. Find the row in Inventory.
  2. Select Edit Row.
  3. Update the product, variety, size, packing, quantity, farm, origin, or arrival date as needed.
  4. Set the price in whichever unit you work in — Price / stem, Price / bunch, or Price / box. Filling one calculates the other two from the row's stems per bunch and bunches per box. Priced by shows which unit the value was entered in; that is the one the row is saved with. A calculated figure marked Approx. was rounded to the nearest cent.
  5. Review any warnings shown on the form.
  6. Save the row.
  7. Confirm the row now shows the corrected information.
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Add a screenshot of the Edit Row panel with quantity, price, and arrival date fields highlighted.

Discard Or Restore Inventory​

  1. Select rows that should not be available for normal shopping.
  2. Choose Discard Inventory.
  3. Confirm the discard action.
  4. Use the discarded inventory view when you need to review hidden rows.
  5. Select discarded rows and choose Return To Inventory when they should be available again.

Discarding hides rows from normal work while preserving the row history.

Export Inventory Reports​

  1. Select rows or use Select All Matching.
  2. Choose Reports.
  3. Select Export Excel when your team needs a spreadsheet.
  4. Choose the columns and labels for the Excel report.
  5. Select PDF Portrait or PDF Landscape when your team needs a printable report.
  6. Download the report.

Upload Availability Files​

  1. Open Data Entry.
  2. Choose File Upload.
  3. Select the farm.
  4. Add one or more Excel files.
  5. Review the selected files.
  6. Remove any file that should not be submitted.
  7. Review duplicate, pricing, or file warnings.
  8. Select Upload File or Upload Files.
  9. Follow the progress message until the upload completes, fails, or continues in the background.

Enter Availability Manually​

  1. Open Data Entry.
  2. Choose Manual Entry.
  3. Select the farm.
  4. Select Add Row for each product.
  5. Fill in product, size, packing, quantity, price, origin, and arrival details.
  6. Select Validate And Review.
  7. Fix highlighted row errors.
  8. Select Confirm And Submit.
  9. Review inventory after processing is complete.

What Happens Next​

Valid rows become inventory that administrators can manage and customers can shop when the arrival date and visibility are ready. Rows with problems appear in import errors or show validation messages so your team can fix them.