Inventory

Stock, sourcing and SKU data in one place.

Inventory is the module where stock, sourcing, and SKU data are monitored from a single place. The Overview page is the entry page of this product: it lists all inventory screens your account can open as cards and takes you to the related screen with a single click. The page does not contain summary numbers, charts, or counters; to see stock quantities, you need to open the relevant list screen.

Accessing the screen

  • Click the Inventory card in the All products section on the homepage or in the product launcher (under the Supply Chain & Operation family).
  • While inside Inventory, select the top Overview item in the left menu.

If you do not see it in the menu, your account does not have permission for this screen. To open the Overview page, you must have permission to view the stock list. If you open the screen via a link and see the You don't have access to this screen page, contact your administrator for permission setup. If the Inventory product is not licensed in your account, a no licence badge may appear on the product card; clicking the card opens an introduction page stating the product is not licensed for your account. You can submit a request to the support team via the Request this product button on that page.

Under the Inventory card on the homepage and product launcher, shortcuts to the most frequently used screens are available: Stocks, Sourcing, and Channel stocks. Only shortcuts for screens you have permission for are shown; if you have no permission for any of these three screens, the card shows shortcuts for the first screens you are authorized for. You can access these screens directly without visiting the Overview.

Screen sections

  1. Title: Inventory with the description "Monitoring stock, sourcing, and SKU data from a single place." below.
  2. Screen cards: Each card contains the screen icon and name. Cards are arranged in the same order as the left menu; menu groups are not shown on the cards. Clicking a card opens the related screen.

Cards are filtered by the same permission filter as the menu: cards for screens you are not authorized to see are hidden. Therefore, two users may see a different number of cards on this page.

Inventory screens

Below the top Overview item in the left menu, there are four groups. You can find which screen to open for which question in the table below. Depending on your permissions, some of these screens may not be visible to you.

Group Screen Purpose
Inventory Stocks Stock and blocked quantities by barcode, source, and warehouse.
Inventory Sourcing Quantities available for ordering (open to sourcing) and out of sourcing by SKU.
Inventory Channel stocks Stock quantities allocated to sales channels.
Operations Change logs Old and new values of stock movements.
Operations Change headers Headers of bulk stock operations; rows are in change logs.
Operations Sales channel CP Allocation per SKU to sales channels.
Setup Sources Management of store and warehouse points (sources) and their underlying warehouses.
Setup SKU list SKU codes and groups defined in Inventory.
Setup SKU / barcode Matching SKU codes with barcodes.
Rules Channel sources Which channel is supplied from which source and warehouse.
Rules Safety stock rules Safety quantity to be deducted from stock sent to the channel.
Rules Rule groups Managing inventory rules by grouping them.
Rules Rule levels Dimensions at which inventory rules are applied.
Rules Sales channels Mapping inventory channels to sales channels.
Rules Packaging sources Packaging points from which orders are prepared.
Rules Packaging shippings Shipping companies and costs used per packaging point.
Rules Application level Levels at which inventory rules are applied.

Common situations

  • I cannot see the card for a screen listed in the table. Your account does not have permission for that screen; both the card and menu item are hidden. Contact your administrator for access.
  • I am looking for total stock or summary numbers on the page. Overview only provides shortcuts to screens. For quantities, open the Stocks, Sourcing, or Channel stocks screens.
  • Clicking the Inventory card shows the You don't have access to this screen page. The Overview page requires permission to view the stock list. If you only have permission for other inventory screens (e.g., rules), open a screen you are authorized for from the shortcuts under the Inventory card on the homepage; other authorized inventory screens will be listed in that screen's left menu.
  • Clicking the card opens a page stating Inventory is not licensed for your account. The product is not active in your account. Submit a request via the Request this product button; the support team will contact you.

Related screens

Guides

  • Apply level — Determine at which levels of source/storage, rule group, and cumulative total inventory rules will be applied.
  • Change log headers — List the headers of bulk stock operations by process ID, type, line count, and account.
  • Change logs — Examine the old and new values of stock movements and the channel stock sends of a barcode to sales channels.
  • Channel sources — Define which sales channel is supplied from which source and storage, add new matches or delete safely.
  • Channel stocks — List stock quantities allocated to sales channels for each SKU by channel and quantity range.
  • Defining and Activating Safety Stock Rules — Define the safety stock to be deducted from sellable stock sent to the channel by level, channel or SKU, quantity to deduct, and range limits; check the apply…
  • Intelligent routing — Let's sell the product that can be sold on our own channel without paying commission to the marketplace; if we miss sales, let's also sell on the marketplace.…
  • Rule groups — Defining, editing, and deleting rule groups used to group inventory rules by number and name.
  • Rule levels — Defining the dimensions of channel, rule group, source, storage, SKU code, and SKU group where inventory rules will be applied as levels.
  • Safety stock rules — List, add, activate/deactivate, and delete rules for the safety quantity to be deducted from stock sent to the channel.
  • Sales channel CP — View CP values allocated to sales channels per SKU, along with creation and OK dates.
  • Sales channels — Mapping inventory channels to the company's sales channels; adding new mappings and deleting existing mappings.
  • SKU / Barcode — Find SKU code and barcode matches: see the SKU corresponding to a barcode or the barcodes of a SKU.
  • SKU list — List SKU codes and SKU groups defined in Inventory, filter by SKU code or group.
  • Sourcing — View the quantities open to order sourcing, not sourcing, total, and blocked for each source and storage by SKU.
  • Stocks — Filter and examine stock and blocked quantities by barcode, source, and storage.