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View Inventory

Contents

  1. Overview
  2. Ecommerce Store Inventory Sync
  3. Inventory Reports
  4. Using the Reports
  5. Understanding Inventory Quantities

Overview

Your Dashboard provides real-time visibility into inventory as products are received and orders are processed. Use the inventory reports to review quantities on hand and available for sale, locate inventory within the warehouse, track incoming inventory, view kit availability, and review historical inventory levels.

This article explains the available inventory reports, how inventory quantities are calculated, and how On Hold, Damaged, and expiring inventory affect availability.

Ecommerce Store Inventory Sync

Dashboard inventory quantities automatically sync to connected ecommerce platforms approximately every 15 minutes. You can also view this inventory data directly within your connected store.

Inventory marked On Hold or Damaged is not included in available inventory and will not sync to your store's available inventory. 

Seeing a different quantity in your store? Store inventory may differ temporarily because ecommerce inventory syncs approximately every 15 minutes. On Hold, Damaged, and allocated inventory can also affect available quantities. 

Inventory Reports

You can view inventory reports in your Dashboard under Inventory and Reports. Once products have been received against a Purchase Order (PO), the received inventory quantities will appear in these reports. 

Total Inventory

Dashboard → Inventory → Total Inventory

Use the Total Inventory report to view consolidated inventory across your products. This report displays one line item per SKU.

Key columns include:

  • UOM Pack Type: The product's primary unit of measure (UOM), such as Unit, Case, or Pallet.
  • UOM Quantity: The total quantity of physical units currently on hand in the warehouse.
  • Available UOM QTY: The quantity currently available for sale after accounting for inventory allocated to open shipment orders.
  • Open SO Quantity: Product quantities committed to open Sales Orders (SOs) that have not yet been processed.
  • Damaged Quantity: Inventory marked as Damaged or On Hold and therefore unavailable for standard order fulfillment.
  • Kit Type: For kit items, identifies the product as Kit-to-Order or Kit-to-Stock. For a more detailed view of kit availability, use the Kit Inventory report.

Inventory by Location

Dashboard → Inventory → Inventory by Location

Use the Inventory by Location report to view inventory by warehouse storage location and inventory status.

This report includes details such as:

  • Product barcodes
  • Lot Codes, if applicable
  • Expiration Dates, if applicable
  • Warehouse storage locations
  • Pallet License Plate Numbers (LPNs)
  • Damage or On Hold status

The Pack Type column identifies how inventory is physically packed or stored, such as Unit, Case, or Pallet. This corresponds with the Total Pack Quantity.

The UOM Quantity shows the quantity in the product's primary unit of measure rather than its storage pack configuration.

For example, if a product's primary UOM is Unit but inventory is stored in cases of 12, 10 cases in inventory would display as:

  • Pack Quantity: 10
  • Pack Type: Case
  • UOM Quantity: 120
  • UOM Type: Unit

In this example, 120 Units represents the quantity in the product's primary selling unit.

Available to Promise (ATP)

Dashboard → Inventory → Available to Promise

Use the Available to Promise (ATP) report to view inventory that is available or expected to become available for sale.

The report includes current inventory as well as quantities expected from open Purchase Orders. Refer to the Planned ATP QTY column for projected availability.

You can also reference open Sales Order quantities and open Purchase Order quantities in this report.

Kit Inventory

Dashboard → Reports → Kit Inventory

Use the Kit Inventory report to view available quantities for Kit-to-Order products. Kit availability is calculated based on the available inventory of the kit's component SKUs.

Refer to the Total Inventory Capacity column for the calculated kit quantity.

Kit Component Inventory Availability

Use the Kit Component Inventory Availability report to view inventory for component products associated with kits.

The Included Kits column identifies the Kit SKUs that contain each component product.

Inventory Snapshot

Dashboard → Reports → Inventory Snapshot Report

Use the Inventory Snapshot Report to view historical inventory data for a previous date or date range. This report contains data similar to the Inventory by Location report.

To select a date:

  1. Open the Snapshot Date filter.
  2. Select Custom to enter a custom date range.
  3. Enter dates in the From and To fields.

To view inventory for a single day, enter the same date in both the From and To fields.

Using the Reports

Search for a SKU and Filter Reports

To find a specific product within an inventory report, enter the SKU in the Search by SKU field at the top of the report.

Use the dropdown to the left of the search field to select Contains or Starts With, depending on how you want to search.

To narrow report results using additional inventory criteria, select the Filter tab to the right of the search field.

Export Reports to Excel

To export inventory report details, select Export As Excel from the toolbar at the bottom of the report.

Understanding Inventory Quantities 

Total vs. Available Inventory

Inventory reports may display Total or Pack Quantity alongside Free or Available Quantity.

  • Total / Pack Quantity represents the physical inventory currently on hand.
  • Free / Available Quantity represents the inventory available for new orders after accounting for quantities allocated to open orders.

For example, if you have 100 units in inventory and 10 units are allocated to an open order:

  • Total / Pack Quantity: 100
  • Free / Available Quantity: 90

On Hold and Damaged Inventory

Inventory marked On Hold or Damaged is unavailable for standard order fulfillment.

These quantities:

  • Will not allocate to new orders.
  • Are not included in Free or Available inventory quantities.
  • Will not sync to connected ecommerce stores as available inventory.

To view On Hold or Damaged inventory:

  • In Inventory by Location, refer to the Damage Reason column.
  • In Total Inventory, refer to the Damaged Quantity column.
  • Filter the Inventory by Location report by Damage Reason to view inventory with a specific On Hold or Damaged status.

To request that inventory be placed On Hold, Request Support in the Help Center.

Product Expiration

Products may allocate to orders through their expiration date. Inventory past its expiration date will not allocate to new orders by default.

Clients are responsible for actively reviewing inventory expiration dates and requesting that inventory be placed On Hold when necessary.

Automatic notifications for approaching product expiration dates are not currently available.  If inventory needs to be prevented from allocating to new orders, Request Support to have the inventory placed On Hold.