Stock Management

Monitor and manage inventory stock levels across fulfillment locations in OmniOrders. Track in real time, set automated alerts, and view stock by location.

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---
title: Stock Management
description: Monitor and manage inventory stock levels across fulfillment locations in OmniOrders. Track in real time, set automated alerts, and view stock by location.
---

Stock Management in OmniOrders helps you track inventory levels across all your fulfillment locations, set min/max thresholds, and adjust quantities to ensure product availability.

## Why Use Stock Management?

**Stock management lets you track available, committed, and on-hand quantities for every SKU across all locations in real time. Set minimum and maximum thresholds, receive automatic alerts before stockouts occur, and perform bulk quantity updates — keeping your inventory counts accurate at all times.**

<CardGrid>
  <IconCard title="Real-Time Tracking" icon="refresh-cw">
    View live stock levels including available, committed, and on-hand quantities across all locations.
  </IconCard>
  <IconCard title="Stock Alerts" icon="alert-circle">
    Get automatic alerts when stock falls below minimum or exceeds maximum thresholds.
  </IconCard>
  <IconCard title="Bulk Updates" icon="package-open">
    Update quantities for multiple SKUs at once with increase, decrease, or set actions.
  </IconCard>
  <IconCard title="Multi-Location" icon="map-pin">
    Manage inventory across multiple fulfillment locations from a single interface.
  </IconCard>
</CardGrid>

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## Understanding Stock Metrics

OmniOrders tracks three key inventory metrics for each SKU:

### Available Stock
The quantity available to fulfill new orders. This is calculated as:  
**Available = On Hand - Committed**

- Shown in **red** if negative (oversold)
- Shown in **yellow** if at or below minimum threshold
- Normal if within acceptable range

### Committed Stock
Units reserved for existing orders that haven't shipped yet. These units are allocated but still physically in your warehouse.

### On Hand Stock
The total physical units in your warehouse, regardless of whether they're committed or available.

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## Viewing Stock Information

Navigate to **Inventory** from the sidebar to see your stock overview.

<SupademoEmbed demoId="cmj6jl3b80t11byg7vm0n3eqs" />

### Dashboard Metrics

At the top of the Inventory page, you'll find key metrics cards:

- **Total SKUs** - Total number of unique products
- **Units On Hand** - Total physical units across all locations
- **Committed Units** - Units reserved for existing orders
- **Out of Stock** - Number of SKUs with zero available stock
- **Below Min** - SKUs below minimum stock threshold
- **Over Max** - SKUs exceeding maximum stock threshold
- **Negative Inv.** - SKUs with negative available stock (oversold)
- **Value (Cost)** - Total inventory value at cost price
- **Value (Retail)** - Total inventory value at retail price
- **Locations in Use** - Number of active fulfillment locations

### Stock Details by Location

The inventory table shows stock information for each SKU broken down by location:

**Single Location Display:**
- Location name with logo icon
- Three key metrics displayed in a grid:
  - **Available** - Quantity available for new orders (color-coded based on stock level)
  - **Committed** - Quantity reserved for existing orders
  - **On Hand** - Total physical quantity in the location

**Multiple Locations Display:**
- Shows a summary of all locations where the SKU is stocked
- Expandable view to see detailed metrics for each location
- Total quantities across all locations

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## Setting Stock Thresholds

Stock thresholds help you maintain optimal inventory levels by triggering alerts when stock is too low or too high.

### Minimum Stock (Min Stock)
Set the minimum quantity you want to maintain. When available stock drops to or below this level, you'll receive a "Below Min" alert.

**When to use:**
- Products with consistent demand
- Items with long lead times from suppliers
- High-priority items that must always be in stock

### Maximum Stock (Max Stock)
Set the maximum quantity to prevent overstocking. When stock exceeds this level, you'll receive an "Over Max" alert.

**When to use:**
- Products with limited shelf life
- Seasonal items
- Items with storage space constraints
- Products that tie up too much capital when overstocked

:::tip[Setting Effective Thresholds]
Calculate your minimum stock based on: (Average daily sales × Lead time in days) + Safety stock buffer
:::

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## Updating Stock Quantities

OmniOrders provides multiple ways to adjust stock levels:

<SupademoEmbed demoId="cmj9fj5qh0jy1f6zp28796dmh" />

### Bulk Quantity Updates

Update stock for multiple SKUs at once:

1. **Select SKUs**

   Check the boxes next to the SKUs you want to update in the inventory table.

2. **Open Bulk Actions**

   The bulk action toolbar appears at the bottom when SKUs are selected.

3. **Choose Update Type**

   Select one of three actions:
   - **Increase** - Add to current quantity
   - **Decrease** - Subtract from current quantity  
   - **Set To** - Set exact quantity

4. **Select Location**

   Choose which fulfillment location to update.

5. **Enter Quantity**

   Specify the quantity amount.

6. **Preview Changes**

   Review the current quantity, new quantity, and changes for each SKU before applying.

7. **Apply Updates**

   Click **Update Quantities** to confirm and apply the changes.

:::caution[Stock Adjustments Are Permanent]
Bulk quantity updates immediately affect your available stock. Double-check quantities before applying changes, as there is no undo function.
:::

---

## Stock Alerts and Monitoring

OmniOrders automatically monitors your stock levels and provides alerts for various conditions:

### Alert Types

<CardGrid>
  <IconCard 
    title="Low Stock" 
    icon="arrow-down-circle" 
    bgColor="#fffbeb" 
    bgColorDark="rgba(251, 191, 36, 0.12)">
    Triggers when available stock is at or below the minimum threshold. Indicates it's time to reorder.
  </IconCard>
  <IconCard 
    title="Out of Stock" 
    icon="x-circle" 
    bgColor="#fef2f2" 
    bgColorDark="rgba(239, 68, 68, 0.12)">
    Triggers when available stock reaches zero. No units available to fulfill orders.
  </IconCard>
  <IconCard 
    title="Over Maximum" 
    icon="arrow-up-circle" 
    bgColor="#fef2f2" 
    bgColorDark="rgba(239, 68, 68, 0.12)">
    Triggers when stock exceeds the maximum threshold. Consider slowing purchases or running promotions.
  </IconCard>
  <IconCard 
    title="Negative Inventory" 
    icon="alert-circle" 
    bgColor="#fef2f2" 
    bgColorDark="rgba(239, 68, 68, 0.12)">
    Occurs when available stock is negative, indicating overselling. Requires immediate attention.
  </IconCard>
</CardGrid>

### Color-Coded Indicators

Stock levels are color-coded in the inventory table for quick identification:

- **Red** - Out of stock, negative inventory, or over maximum
- **Yellow** - Low stock (at or below minimum)
- **Normal** - Stock within acceptable range

---

## Best Practices

<CardGrid>
  <IconCard title="Regular Review" icon="calendar-check">
    Review stock levels weekly to identify trends and adjust thresholds accordingly.
  </IconCard>
  <IconCard title="Set Realistic Thresholds" icon="target">
    Base minimum stock on actual sales velocity and supplier lead times, not arbitrary numbers.
  </IconCard>
  <IconCard title="Monitor Negative Inventory" icon="alert-triangle">
    Address negative inventory immediately as it indicates overselling or data sync issues.
  </IconCard>
  <IconCard title="Use Quick Filters" icon="filter">
    Use the "Below Min" and "Out of Stock" quick filters to quickly identify SKUs needing attention.
  </IconCard>
  <IconCard title="Track by Location" icon="map-pin">
    Monitor stock separately for each location to optimize distribution and prevent stockouts.
  </IconCard>
  <IconCard title="Bulk Updates for Efficiency" icon="bolt">
    Use bulk quantity updates when doing physical inventory counts or receiving large shipments.
  </IconCard>
</CardGrid>

---

## Troubleshooting

### Negative Inventory

**Problem:** Available stock shows as negative.

**Causes:**
- Orders were oversold beyond available inventory
- Manual adjustments reduced stock below committed quantities
- Integration sync issues between channels

**Solution:**
1. Check if orders exist for the committed units
2. Review recent stock adjustments
3. Perform a physical inventory count
4. Use bulk update to set correct quantity
5. If integration-related, re-sync with the channel

### Stock Not Updating

**Problem:** Stock quantity doesn't update after making changes.

**Solution:**
1. Refresh the page to ensure you're viewing current data
2. Check if bulk update completed successfully (look for success message)
3. Verify you have permission to update inventory
4. Check browser console for errors
5. Contact support if issue persists

### Incorrect Stock Thresholds

**Problem:** Receiving too many or too few stock alerts.

**Solution:**
1. Review your sales velocity for the past 30-60 days
2. Calculate realistic minimum based on sales + lead time
3. Adjust maximum based on storage capacity and capital constraints
4. Update thresholds in the product settings
5. Monitor for a week and adjust as needed

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**Related Topics:**  
- [Inventory Overview](/inventory/overview/) - Learn about the full inventory management system  
- [Fulfillment Locations](/inventory/locations/) - Manage your warehouse locations  
- [Managing Products](/products/managing/) - Add and configure products  
- [Purchase Orders Overview](/purchase-orders/overview/) - Restock inventory with POs
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