▶️ 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.