Inventory

Please find attached below the topics discussed on this page:

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.

Where is it located?

To find this section, follow the below steps.

Log into CRM and go to the left side menu
Scroll down and click on the Warehouse Management
Then click on Inventory

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)

Products field

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

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

SKU field

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

The Sync Inventory button

By selecting the Sync Inventory button

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

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

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

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)

The Search & Clear Search buttons

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