This article explains the steps a Technical Representative needs to perform to install the Stock Module for a shop. At the end of the article, you will find the frequently asked questions about installing the Stock Module.
Steps for installing the Stock Module
- Make sure you have Toner selection enabled. You can find this setting under Settings > Config.
- as Support, enable the Stock Module for the shop. See Video 1 below.
- log into the account of the shop, and configure the stock on the Stock Configuration page. See Video 2 below
- log into the account of the shop and set up the initial stock. See Video 3 below
- on the Stock Control page, perform a stock control of the closed cans
- if you have any cans already opened, perform a stock control of the opened cans, too.
Prerequisites:
- Shop Owner configures the shop
- Shop Owner selects the brand and the product lines on the Settings >> Brands & Product page
- Shop Owner turns on the toner selection toggle on the Settings >> Config page
Video 1: how to enable the stock module
Video 2: how to configure the stock items and set up the initial stock.
Video 3: how to perform stock control
Frequently asked questions
- Question: I am a TechRep and I do not have access to the My account >> Manage menu item to enable the stock module for my shop. Answer: contact your Color IT Champion to provide you with the correct role.
- Question: I do not see the Stock menu item. Answer: Contact your Technical Representative to install the module for you.
- Question: I do not see any items on the Stock Overview page. Answer: Go to the Stock Configuration page and select all the marketing items you have in your shop. Go back to the Stock Overview page and you will see all the selected marketing items.