Managing Inventory

Inventory management helps you track product stock levels, monitor inventory health, and make informed decisions about your business. The Inventory view provides a complete picture of all your products across multiple fulfillment locations.

Quick Access

Navigate to Inventory in the sidebar to view all your products and their stock levels.

Why Use Inventory Management?

OmniOrders Inventory Management gives you real-time stock visibility across all locations with automatic updates from sales channels. Search, filter, and bulk-edit SKUs; monitor low-stock alerts; manage tags and channels; and view full product history — all from one centralized dashboard.

Real-Time Tracking

Monitor stock levels across all fulfillment locations in real-time with automatic updates from sales channels.

Stock Alerts

Get instant visibility into out-of-stock items, low stock warnings, and overstocked products.

Multi-Location Support

Track inventory across multiple warehouses and fulfillment locations from a single dashboard.

Bulk Operations

Update quantities, assign locations, and manage tags for multiple products at once.

Understanding the Inventory Dashboard

When you open the Inventory view, you’ll see key metrics at the top:

• Total SKUs - Total number of unique products
• Units On Hand - Available inventory across all locations
• Committed Units - Units reserved for pending orders
• Out of Stock - Products with zero available quantity
• Below Min - Products below minimum stock threshold
• Over Max - Products above maximum stock threshold
• Negative Inv. - Products with negative quantities (requires attention)
• Value (Cost) - Total inventory value at cost price
• Value (Retail) - Total inventory value at retail price
• Locations in Use - Number of active fulfillment locations

These metrics help you quickly assess your inventory health and identify issues that need attention.

Viewing Your Inventory

1. Access the Inventory Page

   Click Inventory in the sidebar menu to view all your products.

2. Review Product Information

   The inventory table shows:

   • Product name and SKU
   • Channel connections (where the product is published)
   • Stock details for each location
   • Product details (brand, supplier)
   • Pricing information (cost and retail)
   • Tags and alerts

3. Check Stock Levels

   Each product row displays:

   • Available - Units ready to sell
   • Committed - Units reserved for orders
   • On Hand - Total physical units
   • Stock thresholds (minimum and maximum levels)

4. Identify Stock Issues

   Look for alert indicators:

   • Red alerts for critical issues (out of stock, negative inventory)
   • Orange alerts for warnings (below minimum stock)
   • Blue alerts for information (over maximum stock)

Searching and Filtering Inventory

Search by Product or SKU

Use the search field in the Product column to find specific items:

1. Type a product name or SKU in the search field
2. Press Enter to apply the filter
3. Click the X icon to clear the search

Filter by Product Status

Use the status dropdown to filter products:

• ACTIVE - Currently sellable products (default view)
• DISCONTINUED - Products no longer available
• All statuses - View all products regardless of status

Filter by Location

Click the location filter to view inventory at specific fulfillment locations:

1. Click the location dropdown in the Stock & Location column
2. Select one or multiple locations
3. The table updates to show only products in those locations

Filter by Brand or Supplier

Search for products from specific brands or suppliers:

1. Enter a brand name in the Product Details filter
2. Press Enter to apply
3. Results show products matching that brand or supplier

Filter by Tags

Find products with specific tags:

1. Type a tag name in the Tags filter
2. Press Enter to search
3. View all products with that tag

Viewing Product Details

1. Click Any Product Row

   Click anywhere on a product row to open the inventory sidebar.

2. View Inventory Tab

   The Inventory tab shows:

   • Current stock levels for each location
   • Inventory settings and thresholds
   • Product status and availability

3. Check Forecast Tab

   The Forecast tab displays:

   • Projected stock levels based on sales trends
   • Estimated days until stockout
   • Reorder recommendations

4. Close the Sidebar

   Click the X button or outside the sidebar to close it.

Managing Product Inventory

Update Product Information

To edit a product’s details:

1. Click the three-dot menu icon in the product row
2. Select Edit
3. Make your changes in the product editor
4. Click Save to apply changes

View Product History

To see inventory changes over time:

1. Click the three-dot menu icon
2. Select Details
3. Review stock adjustments, transfers, and sales

Bulk Operations

Selecting Multiple Products

1. Select Individual Products

   Check the checkbox next to each product you want to modify.

2. Select All Products

   Check the checkbox in the table header to select all products on the current page.

3. Review Selection Count

   The bulk action toolbar appears at the bottom showing the number of selected items.

The bulk action toolbar provides quick access to common operations. Click Show More Actions to see all available bulk operations organized by category:

Update Quantities

To update stock levels for multiple products:

1. Select Products

   Choose the products you want to update.

2. Click Update Quantities

   Click the Update Quantities button in the bulk action toolbar.

3. Choose Update Type

   Select how to update quantities:

   • Set - Replace current quantity with a new value
   • Adjust - Add or subtract from current quantity
   • Increase - Add units to current quantity
   • Decrease - Remove units from current quantity

4. Select Location

   Choose which fulfillment location to update.

5. Enter Quantity

   Type the quantity value to apply.

6. Apply Changes

   Click Submit to update all selected products.

Assign or Remove Locations

To manage which locations carry your products:

1. Select Products

   Choose the products to modify.

2. Click Assign Locations

   Click the Assign Locations button in the bulk toolbar.

3. Choose Action

   Select either:

   • Assign - Add products to selected locations
   • Remove - Remove products from selected locations

4. Select Locations

   Check the fulfillment locations to modify.

5. Apply Changes

   Click Submit to update product locations.

Assign or Remove Channels

To manage which sales channels display your products:

1. Select Products

   Choose the products to modify.

2. Click Assign/Remove Channels

   Click the Assign/Remove Channels button in the bulk toolbar.

3. Choose Action

   Select either:

   • Assign - Publish products to selected channels
   • Remove - Unpublish products from selected channels

4. Select Channels

   Check the sales channels to modify.

5. Apply Changes

   Click Submit to update channel assignments.

Manage Tags

To add or remove tags from multiple products:

1. Select Products

   Choose the products to tag.

2. Click Manage Tags

   Click the Manage Tags button in the bulk toolbar.

3. Choose Action

   Select either:

   • Add Tags - Apply tags to selected products
   • Remove Tags - Remove tags from selected products

4. Select Tags

   Check the tags to add or remove, or create new tags.

5. Apply Changes

   Click Submit to update product tags.

Update Any Field

To change other product fields in bulk:

1. Select Products

   Choose the products to modify.

2. Click Update Any Field

   Click the Update Any Field button in the bulk toolbar.

3. Choose Field

   Select which product field to update (status, brand, supplier, etc.).

4. Enter New Value

   Type or select the new value for that field.

5. Apply Changes

   Click Submit to update all selected products.

Export Selected Products

To export product data:

1. Select the products you want to export
2. Click Export SKUs in the bulk toolbar
3. Choose the export format (CSV)
4. Download the file to your computer

Delete Products

To remove products from your inventory:

1. Select Products

   Choose the products to delete.

2. Click Delete

   Click Show More Actions in the bulk toolbar, then click Delete Selected Items.

3. Confirm Deletion

   Review the warning message and type “DELETE” to confirm.

4. Complete Deletion

   Click Confirm to permanently delete the products.

Important

Deleting products removes them from your catalog but does NOT affect physical inventory quantities at your fulfillment locations. You’ll need to manually adjust physical stock if needed.

Using Quick Filters

Quick filters help you find common inventory issues:

• Out of Stock - Products with zero available quantity
• Below Minimum - Products below minimum stock threshold
• Over Maximum - Products above maximum stock threshold
• Negative Inventory - Products with negative quantities
• Discontinued - Products marked as discontinued

Click the Quick Filters dropdown in the toolbar to apply these filters instantly.

Sorting Your Inventory

Click any column header to sort by that field:

• Product Name - Sort alphabetically
• SKU - Sort by SKU code
• Stock Levels - Sort by quantity
• Pricing - Sort by cost or retail price
• Alerts - Sort by alert severity

Click the column header again to reverse the sort order.

Customizing Columns

To show or hide table columns:

1. Click the Column Settings icon in the toolbar (three vertical lines)
2. Check or uncheck columns to show or hide
3. The table updates immediately with your preferences

Your column preferences are saved automatically for future sessions.

💡 Best Practices

Set Stock Thresholds

Configure minimum and maximum stock levels for each product to receive automatic alerts when inventory needs attention.

Use Tags Effectively

Apply tags to group similar products, seasonal items, or products needing special attention for easier filtering and management.

Regular Inventory Audits

Review your inventory weekly to identify slow-moving items, stock issues, and reorder needs.

Monitor Multiple Locations

If you have multiple fulfillment locations, regularly check stock distribution to ensure optimal inventory placement.

Export for Analysis

Export inventory data regularly for external analysis, accounting, or backup purposes.

Act on Alerts

Address red and orange alerts promptly to avoid stockouts and customer disappointment.

Troubleshooting

Products Not Showing

If you don’t see products in your inventory:

1. Check your filters - clear all filters and try again
2. Verify the status filter is set to show all statuses
3. Ensure you have products created in your catalog
4. Check that you have permission to view inventory

Stock Levels Not Updating

If quantities aren’t updating:

1. Refresh the page to load latest data
2. Check if the integration sync is working properly
3. Verify your fulfillment location connections
4. Contact support if issues persist

Cannot Update Quantities

If you can’t change stock levels:

1. Verify you have permission to edit inventory
2. Check that the product is active (not archived)
3. Ensure the location is not locked or read-only
4. Try updating one product at a time instead of bulk

Negative Inventory Shows

If products show negative quantities:

1. This usually indicates overselling or incorrect adjustments
2. Review inventory history to find the cause
3. Adjust quantities to correct the issue
4. Consider enabling oversell prevention in settings

Cannot Find Products

If search isn’t working:

1. Try searching by SKU instead of product name
2. Clear all filters and search again
3. Check spelling and try partial matches
4. Use the quick filters to narrow results first

Need More Help? Contact OmniOrders support at [email protected]

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Next Steps: Stock Management | Locations & Warehouses | Stock Adjustments