Playbook: one stock for every shop

The situation

Three shops and a webshop share the same stock. A customer in one shop wants an item that the system says is there, but it is in another shop's back room, or already promised online.

Step 1 — See stock across every location

Open Inventory.

What you see: stock health (27 products in the demo, 2 low, 15 out of stock), lots and serials, 5 locations, reservations and recalls. Manage Locations shows the stock in each shop and warehouse; Transfers moves it between them.

Step 2 — Handle every order the same way

Open Orders.

What you see: every order with its channel, customer, total, VAT, fulfilment, payment and returns. A webshop order reserves stock the same way a shop sale takes it, so the same unit is never sold twice.

After

• A transfer between shops moves stock from one location to another, with its own record, so both shops always show what they really hold.
• Returns come back to the location that receives them and are available again once checked.

What you have at the end

• One stock, seen per location.
• Every sale handled the same way.
• No unit promised twice.

Screenshots come from the Otiox demo workspace. Choose Switch to demo in the sidebar to follow along; changes there never touch live data.