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How do I manage my stock?

You can manage your stock directly in your Shopware Admin manually or via CSV import, as well as directly in the WMS App.

Manually adjusting stock in Shopware Admin

In the product details, under the Stock tab, you can adjust the stock of your products manually or via CSV. You can find general explanations about the Stock tab in this article.

To adjust your stock manually, first select whether you want to stock in, stock out, or transfer goods. Once you've selected the desired warehouse, you'll be shown the default bin location for stocking in or out. Besides warehouse, bin location, and quantity, you can enter a comment for better traceability, or select a predefined comment. Finally, click Stock in/Stock out/Transfer.

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You can define which comments are available for selection under Settings → Extensions → Pickware ERP → Stock Movement.

Stock history in detail

You'll find all stock changes further down in the Stock Movements section. There, you'll see not only the affected bin locations and the time the action was performed, but also the user who performed it.

Using the Show Details button, you can also view the Reason column for each stock movement, i.e., what triggered it.

Possible reasons for stock movements include:

  • Supplier Order — with a link to the respective supplier order

  • Free Goods Receipt

  • Return

  • Shipping

  • POS Sale

  • Stock In / Stock Out / Transfer — for manual stock movements via Shopware Admin or the WMS App

  • Stocktake — with a link to the respective stocktake

  • Stock In (CSV Import) / Stock Out (CSV Import) — with a link to the respective import

  • Stock In (API) / Stock Out (API) / Transfer (API) / Shipping (API) — for stock movements triggered via the API

For stock movements that were carried out before this feature was introduced, the Reason column remains empty.

Filtering stock movements

Use the filter icon in the overlay to open a sidebar with the following filter options:

  • Warehouse — Only shows stock movements affecting the selected warehouse. For transfers between two warehouses, the movement is shown for both warehouses.

  • Reason — Filters by one or more reasons at once. The filter doesn't distinguish whether a stock movement was performed manually, via CSV import, or via the API — filtering by, e.g., Stock In shows all stock-ins regardless of origin.

Managing stock via the WMS App

To conveniently manage your stock via the WMS App, you can use the Stock Movements feature. You can access it via the app menu in the top left. For each stock movement, you can add comments, which you can either type manually or predefine under Settings → Extensions → Pickware ERP → Stock Movements so that you only need to select them in the app.

Moving individual products

To transfer individual products, first scan the desired product, or alternatively tap Select Product and search for the product using the keyboard.

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Next, enter the quantity you want to move. Tap the blue i-icon next to the stock level to see how the stock is distributed across the individual warehouses and bin locations.

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You can then stock in, stock out, or transfer the selected quantity. To stock in products, select the Stock In option. Then you can either manually select the bin location or scan the corresponding bin location label. To stock out, first select the bin location manually or via scan, then choose the Stock Out option. If you want to transfer products, select the respective bin location in both the From and To fields. Finally, click Save.

Transferring entire bin locations

If you want to move all products from one specific bin location to another bin location, first scan the source bin location, or alternatively tap Select Bin Location, select the corresponding warehouse, and search for the product using the keyboard. Then select the bin location you want to move the products to. Finally, click Save.

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Managing stock via CSV import

Under Warehousing → Stock Overview, you can use the Import button to make absolute or relative stock changes via CSV.

Please read the following information carefully before performing a stock change via CSV import for the first time. You'll find an explanation of what a CSV file is, what it can and can't do, here.

Technical requirements

You need certain permissions in order to perform the stock export. You can grant them under Settings → Users & Permissions → Roles in the Detailed Privileges tab. You can find more information on this topic in the Shopware documentation:

  • pickware_document – read, write, create

  • pickware_erp_bin_location – read

  • pickware_erp_import_export – read, write, create

  • pickware_erp_import_export_element – create

  • pickware_erp_stock – read

  • pickware_erp_stocktaking_stocktake – read

  • pickware_erp_warehouse – read

  • pickware_erp_warehouse_stock – read

For the import into Shopware, the CSV file must be UTF-8 encoded and use semicolons as the delimiter. You can find more details on this, and where to find the corresponding configuration option in your spreadsheet program, here.

Downloading the CSV template

To do this, open the Stock Overview. Using the menu on the right, you can first show or hide columns and, if needed, filter by specific criteria. When you then perform an export, only the products and columns that are visible in the stock view will be included.

If you want to manage your stock globally, the Per Product view is sufficient, for example. If you want to manage stock individually per bin location, please select the Per Product and Bin Location view.

Then click Export and select Export with Stock for the absolute stock import, or Export without Stock for the relative stock import. You can use the downloaded file as a template for your import.

What is an absolute stock import?

With an absolute stock import, the total stock is specified. The value previously stored in the system is thereby overwritten.

What is a relative stock import?

With a relative stock import, only the change in stock compared to the previous value is specified. The value previously stored in the system is increased or decreased accordingly.

What's the difference between the two export files?

The file for the absolute stock import contains the following columns (when selecting the Per Product and Bin Location view for the file template):

  • Product name, product number, warehouse, warehouse code, bin location, default bin location, Stock

The file for the relative stock import contains the following columns (when selecting the Per Product and Bin Location view for the file template):

  • Product name, product number, warehouse, warehouse code, bin location, default bin location, Change

So the difference lies only in the last column. With the absolute stock export, the current stock levels are exported so that you can calculate on your own how the stock changes will affect the stock. With the relative stock export, no stock levels are exported, since these numbers don't matter for this type of stock posting. Instead, the value 0 is entered in the Change column for all rows.

Entering stock changes

Here, we'll show you an example of what the entry in the CSV file needs to look like if you want to increase, decrease, transfer, or leave stock unchanged, using either the absolute or relative method.

In our example, we're dealing with a product of which we have 70 units in stock in our main warehouse at bin location C-03-004.

In your absolute stock export, this looks like this:

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;70

In your relative stock export, this looks like this:

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;0

Stocking in

We want to stock in 30 additional units of the product at the same bin location. For the absolute stock import, we add the existing stock (70) to the additional stock (30) ourselves, entering the value 100 in the Stock column of the import file:

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;100

For the relative stock import, we simply enter the value 30 in the Change column. The addition happens automatically when the CSV file is read in, so here too, your stock in the system will end up at 100 units.

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;30

Stocking out

Now, let's say we instead want to book out 30 units of the product. For the absolute stock import, we need to subtract the values from each other, so we calculate 70-30=40 and enter this value in the Stock column in the CSV file.

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;40

For the relative stock import, we enter a negative number, here -30, in the Change column. Here too, the calculation is then performed by the system when the CSV file is read in.

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;-30

Stock remains unchanged

You don't need to enter stock changes for all products just because they're included in your CSV file. If you don't want to import a change, you can simply delete the relevant rows from your CSV file, or leave the value in the Stock or Change column unchanged.

Transferring stock

If you instead want to transfer stock from one bin location to another, two steps are required: booking the stock into a new bin location and booking it out of the old bin location. Accordingly, you'll need two rows in your CSV file for this case.

A transfer with absolute stock looks like this in the CSV file:

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;A-01-001;nein;70"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;0

In the first row, 70 units are booked into a new bin location (A-01-001). In the second row, the same 70 units are booked out of their previous bin location (C-03-004). The new bin location then has an absolute stock of 70, and the old bin location has an absolute stock of 0.

If you're working with relative stock, this looks like this in the CSV file:

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;A-01-001;nein;70"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;-70

In the first row, 70 units are booked into a new bin location (A-01-001). In the second row, the same 70 units are booked out of their previous bin location (C-03-004). The change at the new bin location is thus (+)70, and at the old bin location -70.

If only the first row were included in the CSV file, stock would only be booked into the new bin location, but no stock would be booked out of the old bin location. As a result, your actual stock would be 70 units too high.

Additional scenarios

In the cases shown above, stock was moved entirely from one bin location to another. Of course, you can also split stock from one bin location across two (or more) other bin locations. In that case, you'll need three (or more) rows in your CSV file:

Absolute:

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;A-01-001;nein;10"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;A-01-002;nein;60"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;0

Relative:

"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;A-01-001;nein;10"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;A-01-002;nein;60"Aerodynamic Concrete CoffeeMatic";SW10071;Hauptlager;HL;C-03-004;nein;-70

Importing the edited CSV file

Under Warehousing → Stock Overview, you can upload your adjusted CSV file using the Import button. Make sure to use the correct format — absolute or relative stock import — so that your adjustments are booked correctly. Optionally, you can add a comment. Then click Import at the bottom.

Where is stock booked to?

If no warehouse is specified, the respective quantities are always booked to the default warehouse and, within that warehouse, to the default bin location for the product, if one exists. If a specific warehouse is specified, the changes are booked to its default bin location. If an exact bin location is specified, stock is booked there.

Import/export overview

Under Settings → Shop → Import/Export (Pickware), you'll find an overview of all import and export activities. There, you can re-download the files or view further information via the detail page (accessible by clicking the creation date), for example, which errors occurred in the case of a failed import.

How do I mark products as not stock-managed?

Some products should be sellable and pickable, but shouldn't appear in stock management and shouldn't affect stocktaking or valued inventory. In these cases, you can disable stock management for a product.

For variant parents (main products of variant products), stock management is automatically and permanently disabled. The Manage Stock option can't be enabled for these products — stock is managed exclusively at the level of the individual variants. More on this: Stock management for variant parents.

Disabling stock management for a single product

You can disable stock management for a single item directly in the product:

Open product → General tab → Availability card → disable the "Manage Stock" toggle

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Once stock management is disabled, however, you need to keep the following in mind:

  • The product is always pickable, regardless of its stock.

  • It doesn't appear in the stock overview, the valued inventory, or the stocktake.

  • A sale is possible at any time (even with a technical zero or negative stock).

  • Clearance sale is automatically disabled and can't be enabled as long as stock management is off.

If you re-enable stock management later, the product starts with a neutral stock of 0, which you can then stock in as usual.

Changing stock management for multiple products at once

If you want to adjust stock management for multiple products at the same time, you can do this via the Shopware product import/export. To do this, proceed as follows:

Navigate to Settings → Automation → Import/Export → Profiles tab

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Duplicate the default profile Products here.

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Configure the following mapping in the Assignments tab of your new profile:

  • id

  • price.DEFAULT.net

  • price.DEFAULT.gross

  • productNumber

  • tax.id

  • translations.DEFAULT.name

  • stock

  • pickwareErpPickwareProduct.id

  • pickwareErpPickwareProduct.isStockManagementDisabled

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Configure the following mapping in the Assignments tab of your new profile:

  • id

  • price.DEFAULT.net

  • price.DEFAULT.gross

  • productNumber

  • tax.id

  • translations.DEFAULT.name

  • stock

  • pickwareErpPickwareProduct.id

  • pickwareErpPickwareProduct.isStockManagementDisabled

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Save and export, under Warehousing → Stock Overview, all products for which you want to change stock management. Then adjust the values in the CSV. For each product in the export file, set:

  • 1, if stock management should be disabled

  • 0, if stock management should be enabled

Note that for variant products, the main product and all variants must be given the same value to avoid inconsistencies.

Before you re-import your adjusted CSV file, the Stock column should be removed. Otherwise, stock movements carried out in the meantime may be voided.

Now you can re-import your CSV with the adjusted values and profile. Stock management will then be disabled as desired for all the products you selected.

For these products, keep in mind that after the import, Pickware automatically makes the necessary adjustments to bin locations and stock (e.g., merging into Unknown Bin Location, neutralization upon re-activation, etc.).

You can find more information on working with CSV files here.

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