Product shelves are optionally used to record the location of items.

Product shelves help you locate items (to retrieve for a customer purchase, or to put away when received from a supplier) and to search for and select products on reports (like the Manual Count Sheet).

Use the Manage Product Shelves window to add (or edit, activate or deactivate, and remove) product shelves

What you'll find:

Adding product shelves

To add a product shelf
* indicates a required field (other fields are optional)

Navigate to Inventory > Manage > Product Shelves.
The Manage Product Shelves window opens.

Select a Location and click Retrieve Shelves.
(even if this is the first shelf you're adding at a location, you'll still need to click the Retrieve Shelves button)

If the same items are located on the same shelves at every location, you can setup Product Shelves at the Company level.

In the Description* column, enter a unique description for the product shelf at that location (e.g. 1A, Herbicides, etc.).
Duplicate descriptions are not allowed at the same location.

Ensure the Active check box is selected.
Active is selected by default after the description has been entered.

Add more product shelves for the selected location as needed.

Click Save.

To add shelves to another location, click Start Over, select a different Location, and click Retrieve Shelves.

Click Exit to close the Manage Shelves window.

Editing Product Shelves

You can edit any of your existing product shelves at any time. You can also change the active status.

To edit a product shelf

Navigate to Inventory > Manage > Product Shelves.
The Manage Product Shelves window opens.

Select a Location and click Retrieve Shelves.
All existing product shelves for the selected location are listed.

Make your changes.

Click Save.

Deactivating and Activating Product Shelves

When you add a product shelf, the default setting is active, but you can deactivate a product shelf, or activate a product shelf that has been deactivated.

When a product shelf is deactivated, it is still associated with the products that are assigned to it, but you cannot use the product shelf to (for example) select products for reporting.

To deactivate or activate a product shelf

Navigate to Inventory > Manage > Product Shelves.
The Manage Product Shelves window opens.

In the Active column, clear or set the Active check box as applicable.

Click Save.

Removing Product Shelves

Removing product shelves deletes them from the database. You cannot remove product shelves that are in use.

To remove a product shelf

Navigate to Inventory > Manage > Product Shelves.
The Manage Product Shelves window opens.

Select the product shelf to remove.

Click Remove Shelf.

Click Yes to confirm the removal.
The product shelf is removed from the window, but if you don't Save your changes it will not be removed permanently from the database.

Click Save.
The product shelf is permanently removed.