Watch the video tour to explore the guide in action and see how it works.
Quick Stock Management Description
The Local Express Partner App can be used on tablets or mobile devices for quick stock management mode when the app is running on tablets or smartphones. The quick stock management mode provides the ability to track and manage the available stock of selected products and modification items (ingredients) on a daily or even hourly basis, which is essential for businesses like restaurants, bakeries, coffee shops, etc.
In the Local Express Partner App, the partner can create and manage several dashboards containing different products. For example, one dashboard can include all the existing products from the entire store catalog (Main Products tab) and the other dashboard can include the products from only one category.
Below you can see the Main Products tab and the Custom Dashboard tab displayed on tablets and smartphones.
Custom Dashboard
By default, there are no custom dashboards, so the user has to create the custom dashboards manually. To do so, go to the Custom Dashboard tab and press and hold the dashboard space (Figure 1).
Figure 1. Empty custom dashboard.
After that, the user will go to the Add custom dashboard page, where it is necessary to enter the dashboard’s name, choose the dashboard color, and assign the dashboard to the other staff members (Figure 2).
Figure 2. Add a custom dashboard window.
By tapping the Assign to section, the user opens the Assign to window, where they can select the partners who will have access to the dashboard (Figure 3).
Figure 3. Assign to window.
After the custom dashboard has been added, the user can tap the three-dot menu next to the custom dashboard name, and add products and ingredients to the dashboard by tapping the Edit dashboard button (Figure 4).
Figure 4. Custom dashboard options.
Adding the Products to the Dashboard
To add products from the main catalog to the custom dashboard, the user needs to access the main catalog and press and hold on to the product. The “Add to dashboard” button will appear, so the user can select all the necessary products from the main catalog and add them to the custom catalog.
Stock Management process
To manage the products and modification items (ingredients) stock, the user can simply tap the In Stock toggle next to the product (Figure 5).
Figure 5. Products list.
After tapping the toggle, the user needs to choose the time the product is unavailable at. (Figure 6).
Figure 6. Out-of-stock window.
The user can select the period the product will be unavailable for (Indefinitely, unavailable for today, or a specific number of hours. It is also possible to enter a custom duration.) because of running out of stock, replenishment shipment delays, or any other reasons. After the duration is set, the user taps the Apply button, and the product goes out of stock.
Product details
The user can tap the product in the catalog once to see and edit the product details. (Figure 7).
Figure 7. Edit product menu.
It is possible to change any data of the product in the Edit Product menu. It is also possible to toggle the Track Quantity that will show the available quantity next to the product in the main or custom catalogs.