If you want or need to update the inventory of items, you can
do it from the Item details page, which is accessed from the Inventory
Manager in the Administration module. You can manage the status of the
items that make up your inventory on a daily or on-demand basis. The
Inventory Manager is used to manage items in Order Management.
See
Searching
for Items for information on searching for items in the
Administration module.
Open the Item details page for the desired
item and scroll to the Inventory section.
The top of the
Inventory section shows a number of global inventory quantities for the
item. These include:
- Available (Yes/ No)
- On Hand (positive or negative on-hand inventory)
Note: On hand
item inventory can be a positive or negative value. For example, the
OH inventory for a Solid Silk Tie could be -2. However, the Available
To Sell (ATS) calculation treats a negative On Hand value as 0.
Also considered are any of the sale suppression options that could
allow/restrict selling an item, selling an item at a particular site,
or selling any items at a particular site. If sales are suppressed for
an item, exported inventory data always shows an On Hand
quantity of 0 for that item.
- On Hold
- On Order
- BO Auths
- On Alloc
A table of quantities by site appears below the totals. Use
the checkboxes on the right side to control which site types are included
in the table:
- WH (warehouse) (selected by default)
- ST (store)
- VT (virtual) (selected by default)
- DS (dropship)
Adjusting the on Hand, on Order, or Safety Stock
Quantities by Site
To adjust the On Hand, On Order, or Safety
Stock quantities of the item for a particular site:
- Select the site from the Inventory Site drop-down list on
the top right of the Inventory section.
- Enter an On Hand quantity (positive or negative values) in the
OH field. If no entry is made, then the current quantity isn't
changed.
- Enter an On Order quantity in the OO field. If no entry is
made, then the current quantity isn't changed.
- Enter a Safety Stock quantity in the SS field. If no entry
is made, then the current quantity isn't changed.
Note: Safety Stock
can only be entered for physical items. It can't be set directly for
master or kit items.
- Click Adjust. Any values entered in the OH,
OO, or SS fields replace those quantities for the
selected site.
Modifying Item Inventory Details by Site
Click
Edit for a site in the table to modify the following fields for the
current item:
- Location: Free text describing the specific location of the
item at the site.
- Sell: Controls whether inventory of the item at this site
is considered when calculating the item's availability. If this box is
not checked, then quantities of the item at this site are not included
in the availability calculations. In this case, exported inventory
data shows an On Hand quantity of 0 for this site. By default,
this box is checked.
- Alloc: Enables allocation of the item to shipping orders at
the site. If this box isn't checked, then the item isn't allocated
to shipping orders at this site, regardless of inventory levels. By
default, this box is checked.
Deleting All Item Inventory from a Site
Clicking
the delete (trash can) icon for a site in the table removes all inventory
of the item from that site. Be careful! This action takes effect
immediately and can't be undone.