▶️ Set up stock

1. Create a stock location

  • Open the StoreConnect App in Salesforce.

  • Go to StoreConnect Navigation > Configuration > Stores, then select your store.

  • Under the Key Relationships section, click Stock Locations.

  • Click New to create a stock location:

    • Give it a Name (e.g., Warehouse).

    • Mark it as Active.

    • Enter the Physical Address (used for calculating shipping if enabled).

    • Choose its Fulfillment Option:

      • Shipping only, Click & Collect only, Both, or Not used.
    • Optional Settings:

      • Automatically create stock levels for all new products.

      • Allow backorders if no stock is available.

      • Hide products in search (if needed).

    • Set Priority (e.g., 1 = default location if multiple exist).

  • Click Save.

2. Enable stock tracking

  • Navigate to Products and select the product you want to track (e.g., Steve’s Mystery Box).

  • Click Edit.

  • Scroll to the Stock Information section and check Track Inventory.

  • Optional settings:

    • Track serial numbers (for POS).

    • Require a deposit instead of full payment at checkout.

  • Click Save.

3. Enter or adjust stock levels

  • After enabling inventory tracking, StoreConnect will automatically create a Stock Level Record for the product.

  • Open the Stock Level Record and click Edit.

  • To set the initial stock quantity:

    • Use the Set Quantity field (e.g., enter 35).

    • Click Save.

This populates two key fields:

  • Count on Hand – The physical stock at the location.

  • Available to Sell – The number currently available for online purchase.


Adjust stock over time

  • To add or subtract stock, always use the Change Quantity field:

    • To add stock: enter a positive number (e.g., +5).

    • To remove stock: enter a negative number (e.g., -5).

    • Click Save.

Never directly edit “Count on Hand” or “Available to Sell” — doing so bypasses adjustment records and will be overwritten later.

Inventory audits & re-counts

  • When doing a full stock inventory recount:

    • Use the New Inventory Count field to enter the correct number.

    • Set the Inventory Date.

    • Click Save.

This creates a proper inventory adjustment record, ensuring accurate tracking.

View stock adjustment history

  • In the Stock Level Record, go to the Related tab.

  • You'll see a complete history of all adjustments:

    • Initial setup

    • Quantity increases/decreases

    • Inventory recounts

This provides full audit trails for stock management.

Confirm product availability

  • Return to the Product page.

  • Once stock has been added, the product will now be purchasable in your store.

  • Customers can see it, add it to cart, and complete checkout.