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Within a fulfilment route, there are 'Stock Locations', which Location a product comes from is defined by the role your user has. Only 'key' roles will have stock locations set. 

Preston - this is the high level stock location where all stock goes initially, it is then moved around from here into the other locations so it can be ordered

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Preorders - Allows the agent to purchase preorder deposits which are stored in the Preorder fulfilment route


Stock locations by Role

These are the 'Key' roles which have stock associated - every agent should have at least one of these roles assigned to them and their default stock profile should relate to the relevant role - for example, if they are a Manager, then they should have the stock profile ticked for the Manager role. 

Basic Agent - 

  • Customer Service
  • Website
  • Preorders

Corporate Agent - 

  • Corporate Orders
  • Website
  • Customer Service
  • Preorders

Manager - 

  • Customer Service
  • Website
  • Preorders 
  • Wine Advisors

Merchandiser - 

  • Preston 
  • Wine Advisors
  • Customer Service
  • Corporate Orders
  • Website
  • Subscriptions
  • Preorders

Tasting Agent - 

  • Customer Service
  • Website
  • Preorders
  • Tastings

Wine Advisor - 

  • Wine Advisor
  • Website
  • Preorders

ADMIN - IT USE ONLY - 

  • Website
  • Customer Service
  • Wine Advisors
  • Corporate Orders
  • Preorders
  • Subscriptions