Backstock Overview

Created by Samantha Shurtleff, Modified on Tue, 3 Mar at 3:56 PM by Jack Borowski

Backstock is a feature within Baseline that allows stores to create virtual representations of backstock bins. Tracking bins in Baseline helps teams:

  • Track where backstock bins live
  • Understand what inventory is available
  • Move product more efficiently


The backstock feature directly relates to Rack Health to help replenish the floor and ensure full racks. When Rack Health identifies a section that needs replenishment, Backstock helps teams quickly identify which bins to pull.





TABLE OF CONTENTS



Step-by-Step Guide


Step 1: Viewing and Understanding Bins

Backstock bins represent physical containers in your store that hold inventory not currently on the sales floor.


Each bin includes the following details:

  • Bin Number - Unique identifier for the bin using the format ##-####.
    • The first two digits represent the year the bin was created
    • The digits after the hyphen increment for each bin created that year
  • Section Name: Matches Rack Health sections to ensure backstock aligns directly with floor organization
  • Sales Cycle (Season) - Season the inventory belongs in
    • UC: All, Spring/Summer, Fall/Winter
    • K2K: All, Spring/Summer, Fall/Winter, Holidays
  • Status - Packing, Packed, or Unpacked
    • Packing - Newly created bins that are still being filled
    • Packed - Bins that have been filled, lidded, and are now stored in backstock
    • Unpacked - Bins that have been pulled to replenish racks on the floor 
  • Created Date - When the bin was created
  • Packed Date - When the bin was Packed, lidded, and stored
  • Location - Where the bin is physically stored
  • Employee - Employee who created the bin
  • Notes - Additional context about bin contents
  • Action Button - Available actions based on bin status

Step 2: Creating Bins

There are two ways to create a bin in Baseline.


Option 1: Create a Brand New Bin

  1. Click Create Bin
  2. Enter the relevant information
    • Sales Cycle
      • UC: All, Fall/Winter, Spring/Summer
      • K2K: All, Fall/Winter, Spring/Summer, Holidays 
    • Section - Select from the default section list
    • Location - Where the bin will be stored
    • Notes (Optional)
  3. Click Create Bin


Newly created bins will be labled with the status of Packing


Option 2: Add an Existing Bin Baseline

  1. Click Create Bin
  2. Enter the relevant information
    • Sales Cycle
    • Section
    • Location
    • Notes (Optional)
  3. Click the checkbox to Add Existing Bin Details
  4. Input Bin Number
    • Reserved format cannot be used:
      • Any digits followed by a single hyphen and more digits
      • Examples not allowed: 26-1, 25-321, 1-1
    • Cannot use the format ##-#### this is to protect the automatically generated bin numbers from overlap
  5. Select the Employee
  6. Select the Created Date
  7. Click Create Bin




Step 3: Printing Labels

After a bin is created, a label can be printed and attached to the physical Bin. 


Getting Started

  • A designated Ethernet connected ZD411 Zebra Printer
    • This is the same printer used for other sticky labels
  • Order 2" x 4" sticky labels
  • Contact tech support to set up the label printer


To Print a Label

  1. Create the bin in Baseline

  2. If the printer is properly configured, it will print automatically
  3. Attach the label securely to the bin



Ordering the designated Ethernet connected Zebra ZD411 Printer


Ordering Backstock Bin Labels




Step 4: Packing Bins

Newly created bins will have the status of "Packing" this means that inventory is being sorted and placed into the corresponding bin

  1. When the bin is full
    1. Lid the physical bin
    2. Click PACK BIN in Baseline

The bin status will updated to Packed and bins should now be moved to their designated backstock location




Step 5: Pulling Bins

When Rack Health indicates that a section needs replenishment, the related bins should be pulled from backstock


To pull a bin:

  1. Locate the bin in backstock
  2. Pull the physical bin to the floor
  3. Remove items and replenish racks
  4. In Baseline, click REPLENISH SECTION

Once the section is marked as replenished, the bin status will be automatically updated to Unpacked.




Step 6: Moving Bins Between Offsite and Onsite

Bins are often moved between onsite and offiste storage as inventory levels change. Bulk mode makes it easy to updated multiple bins at once.


Using Bulk Mode:

  1. Enable BULK MODE
  2. Use the checkboxes to select one or more bins
  3. Choose an action:
    • View List: Generate a list of selected bins to screenshot or export as a CSV
    • Edit Location: Mass update bins that have been moved
  4. Confirm the action

All selected bins will update at the same time.


Tip: Use filters and search to ensure you are acting on the correct set of bins




Other Things to Know: Searching and Filtering Bins

Searching Bins

Use the search bar at the top of Backstock to search by bin number.


Filtering Bins

Filters allow teams to narrow down bins. 


You can filter by:

  • Sections
  • Status
  • Sales Cycle
  • Location




Other Things to Know: Managing Location Options

Locations help teams understand where the bins are physically located. Stores have complete control over the names of these locations. 


Adding or Managing Locations

  1. From the Backstock tool, click the Settings(Gear) Icon
  2. Click ADD LOCATION or the Pencil Icon to create or modify locations
    1. Select whether the location is:
      • Onsite
      • Offsite location
        (this is used in Rack Health when suggesting bins to refill sections)
    2. Name the location
  3. Save changes




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