Retail Inventory

Manager Stock Centers

Use this guide when one tenant has multiple branches, stores, or stock centers and each manager should only work on assigned inventory.

Before you start

• Log in with an administrator account.
• Create the stock centers first from Retail Inventory if they do not already exist.
• Create or confirm the manager's Acel user account.

Assign stock centers to a manager

1. From the main Acel dashboard, click Admin.
2. Click Users.
3. To create a new manager, click New User. To update an existing manager, click Edit on that user's row.
4. Fill in or confirm the user's First Name, Last Name, and Email.
5. In Access roles, click the checkbox for Manager. Use RetailAdmin only when the user should have broader retail administration access.
6. Find Managed stock centers.
7. Click the Stock centers dropdown.
8. Select each branch, store, or stock center this manager should control.
9. Click outside the dropdown to close it.
10. Click Save or Update.
11. Ask the manager to log out and log in again before using Inventory. This refreshes the manager's stock-center access.

Confirm the manager sees only assigned centers

1. Log in as the manager user.
2. From the main dashboard, click Retail.
3. Click Inventory.
4. Click the Stock centers tab.
5. Confirm the list shows only the stock centers assigned by the administrator.
6. Click Stock on hand.
7. Confirm item center balances and total stock reflect only the assigned centers.
8. Click Stock journal and confirm movements shown are from assigned centers only.

Post a sensitive stock change

1. In Retail, click Inventory.
2. Click the action needed: Adjust stock, Stock take, or Replenish.
3. Select only a stock center assigned to the logged-in manager.
4. Enter the quantity, reference, and reason required by the action.
5. Click the final action button, such as Save adjustment, Post stock take, or Move stock.
6. When prompted, enter a valid manager approval code.
7. Confirm the action completes and appears in the Stock journal.

The manager approval code confirms the final stock action. It does not decide what the manager can see. Stock-center visibility comes from the logged-in user's administrator-assigned stock centers.