Store Module Overview (Controlled Inventory)

Store Module Overview (Controlled Inventory)

The Store module in NEXGEN is where you can order items from your warehouse inventory in a format similar to an online storefront. The intention is to simplify the checkout process for NEXGEN users using a familiar format. Items in your warehouse inventory can be toggled to show as purchasable in the Store module by system administrators. 

Navigate to the Store Module

To navigate to the Store module:
  1. From the NEXGEN dashboard, click on Warehouse in the blue task bar to the left.
  2. Click Store.

Store Module at a Glance

By default, the Store module displays available items in a grid view for easy viewing. You can toggle list view by clicking List in the top right corner of the module.

For each entry, you can see a photo of the item, its cost, and its available quantity. You can use the search and filter options on the left to narrow the amount of items you see, or use the sort drop-down at the top to sort by specific parameters. See below for instructions on how to add items to your cart and check them out.


Add Items to Your Cart

To add items to your cart in list view in the Store module:
  1. Navigate to the Store module.
    1. You can use either list view or grid view. The photo example to the right shows list view.
  2. Locate the item you'd like to check out.
    1. Use the filter or search functions in the left sidebar, if desired.
  3. Click the Add to Cart button.
    1. If you are in list view, the Add to Cart button will be to the right of the item you are adding (see top right photo).
    2. If you are in grid view, the button will be in yellow underneath the item you would like to add.

  4. A pop-up will appear. Edit the quantity you would like to check out in the Quantity field.
  5. Click the blue Add button in the bottom right.
  6. The item you selected will be added to your cart. Your cart will automatically display so you can review your order.
    1. If needed, adjust the date you need the item and the quantity by entering the correct data in their  respective fields.

View Cart and Check Out

To view your cart and check out:
  1. Click the Cart button in the top left of the Store module.
  2. A slider will appear that lists all of the items in your cart. If needed, adjust the date needed and the quantity of any of the items in your cart using the appropriate fields.
  3. Click the blue Checkout button to proceed with checkout.
  4. The slider will display information required to create an inventory requisition. Fill out the fields as needed.
  5. Click the Done button in the bottom right of the slider.
  6. A pop-up will appear. Click the Ok button to confirm checkout.
  7. Once checkout is completed, an inventory requisition will be generated and you will see a confirmation on the screen. Click the blue hyperlink to review your requested items on the inventory requisition record.

    • Related Articles

    • Adding Items to the Store Module - Store

      Within NEXGEN is a Store module where users can check out items from your inventory. The store works like a typical online retailer; users can view products as if looking through an online catalogue. See below for information about how to add items ...

    • Add Items to a Work Order - Work Order

      Previously, adding items to work orders involved a pop-up screen where you could search for items in a list. As of NEXGEN version 12, we have added smarter features for adding items to work orders. The system will now allow users to add items to a ...

    • Stock Item Workflows - Warehouse Inventory

      The NEXGEN software has multiple options for setting up a warehouse workflow for stock items. See the information below to learn about open warehouse, controlled inventory, and controlled inventory with approvals. Open Warehouse The open warehouse ...

    • Warehouses, Locations, and Categories Overview - Warehouse Inventory

      When you are building or growing your warehouse, you will likely have to add additional warehouses, other locations within your warehouse, or categories to your warehouse navigation tree. Look below for more information on adding locations and ...

    • GIS Overview - Web

      NEXGEN's GIS module allows users to view their linear assets from within their maintenance management system. From the map, NEXGEN users can add new work orders for multiple assets, review asset information, and more. GIS Overview Video Accessing the ...