WooInventory User Guide

You can deploy WooInventory Plugin in two ways, either from WordPress Backend or using FTP.

Installing WooInventory Plugin from WordPress Backend

  • Download plug-in file from Order mail you have received.
  • Login into WordPress backend.
  • Click on “Add New” under “Plugins” section from left Navigation menu. Click on “Upload Plugin” button on this page
  • Click on Browse button and select downloaded zip file. You will see selected file name on screen.
    WooInventory Plugin Add
  • Click on “Install Now” button, after few seconds the plugin will get Installed
Plugin ActivationOnce plugin is installed next step is to Activate the plugin

  • Click on Activate link.
  • You will see “WooInventory” tab on left menu. Click on Activate link.
  • Activate purchased plug-in by entering License key, this can be found in your Order email you have received and click “Activate” button
    WooInventory Plugin Activation
  • Upon successful Activation of plug-in you will see all pages of WooInventory plug-in on left hand side WP navigation menu.
    WooInventory Set Opening Stock

Opening Stock Setting

  • After activation next step is to set the Opening Stock Date and Opening Stock Qty for all Products. Upon Activation this will automatically take you to a page for setting Opening stock
Important: WooInventory will pickup all product Opening stock from WooCommrece Products page “Stock Quantity” hence its very Important that you verify all products simple as well variable stock quantity and do any necessary updates in stock qty if required.
  • When you are ready to set the Opening Stock click on “Set Opening Stock Date“,and you will see one popup, from there select stock opening date and click on “Yes, I Confirm stock for both Simple and Variable Product” Button.
    WooInventory Opening Stock Date Alert
  • Once Opening Stock is set you will see the WooInventory Set Opening Stock page with selected date and opening stocks
    WooInventory Set Opening Stock Date
Purchase Invoice EntryAny New stock addition needs to be done via Purchase Entry.

  • Click on Purchase Invoice link on left side menu in WooInventory
  • Click on “Add Purchase” Button.
  • Select Purchase Date, Bill Date, Vendor, Location.
  • Enter the product name, enter quantity of purchase, price and other charges.
  • Then click on “Save”.
    WooInventory Purchase Invoice Entry
Stock AdjustmentFollowing are the scenarios when you will be required to make Stock Adjustment Entry –

  • Change in Sales Order Item Quantity, example ITEM-A Original Sales Qty is 10 which is changed to 5
  • Change in Item Name, example ITEM-A Qty is 10 is changed to ITEM-B Qty 10
  • Deletion of any Item from Sales Order
  • Or Any other scenario affecting stock like damaged goods which now no longer needs to be shown in stock.

No need to pass any Stock Adjustment Entry for Refunds as this is automatically taken care and respective Stock Adjustment Entry is getting generated.

  • Click on Stock Adjustment link on left side menu in WooInventory
  • Click On “Add Stock Adj.” Button
  • Enter the product name, Quantity, Price
  • Select the Adjustment (Add/ Less), Reason of Adjustment Types With respective of Date and Order/Reference No.
  • Then Click On “Save”.
    WooInventory Stock Adjustment
WooInvetory Sales OrderThe WooInventory Sales Order module is a copy of WooCommerce sale orders, WooInventory uses this Order details for its reporting calculation.
Vendor Entry

  • Click on “Add Vendor” from purchase Invoice entry module
  • Fill required fields and click on “Create New Vendor”.
    WooInventory Create Vendor
Edit Vendor

  • Click on “Users” from left hand side WP menu.
  • There will be one vendor section, Select a “Vendor” from it.
  • Edit the vendor information and the click on “Update User”
WooInventory Module Voucher

  • From this module user will able to change the “Prefix” and “Suffix” of Purchase Entry and Stock adjustment Entry.
    WooInventory Modules Voucher Setting

Note: This Prefix and Suffix will reflect into Purchase Invoice Entry and Stock Adjustment.

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Testimonials

We were thrilled when InfoSoft helped us take the robust Variation Reporting tool and enhance it to fit our unique needs for our Woocommerce store. That was beyond our expectations in terms of cost savings and the speed with which we accomplished our goal.

What we appreciated most about working with Deepak & his team was their lightning fast responses, consistent project updates & delivery of the expected results & then some. There isn’t another Woocommerce sales reporting tool on the market that could even compete.

Staci Crisci,
President, Rip Kings

The plugin works very well. The customer service was outstanding. They helped me customize it to my needs. I'll recommend this in the future!

Becky Cook,
Executive Vice President,
Client Solution Innovations

The WooCommerce Report Plugin was the exact solution that my client needed. We love the exporting features. When I inquired about customizations, Deepak ensured that they were integrated and available for me right away and provided excellent customer service. We would recommend this plugin to anyone who needs expanded and flexible functionality for their WooCommerce reporting.

Jennifer Hood,
Underscore Solutions

The reports software allows a thorough look into recent and long-term activity on overall sales. We love the layout of the dashboard.

Chad King

This sales plug-in is amazing. Great interface, really clear and concise and not to mention the amazing and rapid support from Deepak and his team. Would highly recommend.

Alex Cowan

The WooCommerce Reporting Plugin has proved invaluable for my client. We’ve run into a couple of configuration issues, but customer support has always been very quick and helpful, providing guidance and updates in a timely manner. Their conscientiousness is much appreciated.

Alex

We had very specific requirements from this plug in for our Wordpress ecommerce site, and Deepak and the Infosofttech team responded to all our requests with great courtesy, patience and efficiency to provide a perfect solution to our problem. I would have no hesitation in recommending their services to others, or using them again for future projects.

Susan Williamson

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