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What is the Inventory section for?

In this section, users can check the inventory of each SKU or product in each Warehouse where this should be available.

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Where is it located?

To find this section, follow the below steps.

  1. Log into CRM and go to the left side menu

  2. Scroll down and click on the Warehouse Management

  3. Then click on Inventory

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What is on the Inventory page

Please follow the below topics to find out what each option on the Inventory page is for.

Warehouses field

By clicking on this field, the users can filter their search by Warehouse, selecting which warehouse from the drop-down menu (see image below)

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Products field

By using this field, users can check the inventory of a specific product across all active warehouse in the instance

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Shipping Countries field

With this field, users can narrow the search for products inventory based on the country. All warehouses and their products available in the country selected will be listed in the below table

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SKU field

In this field, users need to type the specific SKU of the product of which they are seeking information about its inventory

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The Sync Inventory button

By selecting the Sync Inventory button

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users are requesting an update of the stock of the product(s) to warehouses (see below example):

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This update in real-time is possible ONLY for those Warehouses that have the Keep Conciliation? toggle set to ON.

Info

For more information about the Keep Conciliation? feature, refer to the helpdesk article: The Warehouses Settings page & how to create or edit a warehouse

The Warehouse Inventory button

This button is visible ONLY when users filter their search using by Warehouse

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By clicking this button, the warehouse Inventory tab will pop up, showing the list of products configured for the Warehouse and their stock (see below image example)

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The Search & Clear Search buttons

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These two buttons are to:

  • Search, which means that once the filter has been added, by hitting the search button the system will bring to the below table the search requested by the user

  • Clear the Search, which in other words will clear the filter already filled for the search, so the user can make a difference search

The Inventory table

The Inventory table has 8 columns showing relevant information about the stock of a product in the Warehouses where it is available.

Please find attached below what each column name refers to.

WH Name

The name of the Warehouse will be displayed in this column

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Product

The name of the product will be displayed in this column

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SKU

The SKU will be shown in this column

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Stock Quantity

The stock quantity of each product, or SKU, will appear in this column

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When a product is out of stock or reached the the minimum acceptable level, the row is highlighted on the Stock Quantity is shown an alert icon (warning)

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Reserved Now

The amount of products units reserved by customers

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Reserved Sent

The amount of products units reserved by customers and already sent

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Reserved

The amount of products units reserved by customers

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Total

In this column is shown the total Stock quantity of a product in a specific warehouse, also including the amount of product that has been reserved

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