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“Inventory” within the KIBO Commerce platform is a dynamic record, primarily maintained at the “UPC”, or “Universal Product Code”, and “Location” level. It is the real-time record of all Product units, categorizing them into various quantity types to support a range of business processes, including sales, allocation, and fulfillment. Its role in the platform ecosystem is to act as the central point of truth, constantly communicating product availability to the Storefront, via the “Real-Time Inventory Service”, and to the Order Management System for fulfillment decisions.Inventory directly links Sales and Fulfillment, dictating what a business can promise and deliver to its customer. Some of the benefits of KIBO’s “Real-Time Inventory Service” include:Operational Benefits: It enables complex omnichannel fulfillment methods like Buy Online, Pick Up In-Store, or Ship-from-Store, by knowing the precise quantity and location of every item. This operational flexibility allows a retailer to utilize all of its assets for e-commerce fulfillment, improving inventory turnover.Financial Benefits: Proper Inventory management prevents both overselling - leading to expensive cancellations and customer churn - and underselling - missing revenue opportunities by holding back available stock. It ensures capital is not unnecessarily tied up in Inventory that is not being actively sold.Customer Experience Benefits: Providing accurate, real-time availability on the Storefront prevents customer frustration that arises from ordering a product only to be informed later that it is out of stock. This transparency creates a seamless and trustworthy shopping experience. “Inventory” within the KIBO Commerce platform is a dynamic record, primarily maintained at the “UPC”, or “Universal Product Code”, and “Location” level. It is the real-time record of all Product units, categorizing them into various quantity types to support a range of business processes, including sales, allocation, and fulfillment. Its role in the platform ecosystem is to act as the central point of truth, constantly communicating product availability to the Storefront, via the “Real-Time Inventory Service”, and to the Order Management System for fulfillment decisions. Inventory directly links Sales and Fulfillment, dictating what a business can promise and deliver to its customer. Some of the benefits of KIBO’s “Real-Time Inventory Service” include: Operational Benefits: It enables complex omnichannel fulfillment methods like Buy Online, Pick Up In-Store, or Ship-from-Store, by knowing the precise quantity and location of every item. This operational flexibility allows a retailer to utilize all of its assets for e-commerce fulfillment, improving inventory turnover. Financial Benefits: Proper Inventory management prevents both overselling - leading to expensive cancellations and customer churn - and underselling - missing revenue opportunities by holding back available stock. It ensures capital is not unnecessarily tied up in Inventory that is not being actively sold. Customer Experience Benefits: Providing accurate, real-time availability on the Storefront prevents customer frustration that arises from ordering a product only to be informed later that it is out of stock. This transparency creates a seamless and trustworthy shopping experience. In this video, I’m going to perform an overview of KIBO’s “Inventory” Dashboard page. In this video, I’m going to perform an overview of KIBO’s “Inventory” Dashboard page. To navigate to the Inventory Dashboard screen, in the left menu, on the “MAIN” tab, click “Orders”, then click “Inventory”. To navigate to the Inventory Dashboard screen, in the left menu, on the “MAIN” tab, click “Orders”, then click “Inventory”. This is the Inventory Dashboard screen. We’ll discuss each section. This is the Inventory Dashboard screen. We’ll discuss each section. At the top of the page, we can search for Products by “Product Name”. First, we’ll need to select the appropriate “Parent” and “Child Catalog” using the dropdowns. At the top of the page, we can search for Products by “Product Name”. First, we’ll need to select the appropriate “Parent” and “Child Catalog” using the dropdowns. We can then click the dropdown for the “Product Name” and scroll, or type to search for a specific product. We’ll click on it to select. We can then click the dropdown for the “Product Name” and scroll, or type to search for a specific product. We’ll click on it to select. if a Product is searched without designating a specific “Location”, then the aggregate inventory levels for all Locations will be displayed, regardless if they currently have available stock or not. if a Product is searched without designating a specific “Location”, then the aggregate inventory levels for all Locations will be displayed, regardless if they currently have available stock or not. Clicking the “Ellipses” in the top right corner of the dashboard allows users to configure the data columns to display, depending on the type of inventory data needed. Clicking the “Ellipses” in the top right corner of the dashboard allows users to configure the data columns to display, depending on the type of inventory data needed. Clicking the “Ellipses” on the far right of an Inventory Line entry on the dashboard gives us the “Edit” and “Delete” Actions. Alternatively, clicking directly on a Line will allow for editing the Line entry. Clicking the “Ellipses” on the far right of an Inventory Line entry on the dashboard gives us the “Edit” and “Delete” Actions. Alternatively, clicking directly on a Line will allow for editing the Line entry. Editing Inventory “Values” is performed “In-Line” on the dashboard. We can edit the “On Hand”, “LTD”, “Floor”, “Safety Stock”, and “Excess Inventory Threshold” value fields. When we’ve updated the entries, we’ll click “Save”. Editing inventory values is performed inline on the dashboard. We can edit the on-hand LTD floor, Safety stock and excess inventory, threshold, value fields. When we’ve updated the entries, we’ll click save. We can also search by Product “Code”, “Part Number”, “SKU”, “Location Code”, and “Location Name”. As mentioned, if a Product is searched without designating a specific “Location”, then the aggregate inventory levels for all Locations will be displayed, regardless if the currently have available stock or not. We can also search by Product “Code”, “Part Number”, “SKU”, “Location Code”, and “Location Name”. As mentioned, if a Product is searched without designating a specific “Location”, then the aggregate inventory levels for all Locations will be displayed, regardless if the currently have available stock or not. Entering a “Base Product Code” for a Product that has “Variations” will trigger a modal that allows us to select which “Variants” we want displayed in the results. We can view these by drop-down Product “Options”, or click “View as Variant Code” to view them as a list of “Variants”. Entering a “Base Product Code” for a Product that has “Variations” will trigger a modal that allows us to select which “Variants” we want displayed in the results. We can view these by drop-down Product “Options”, or click “View as Variant Code” to view them as a list of “Variants”. When we select an “Option”, those results will populate the Inventory Dashboard. When we select an “Option”, those results will populate the Inventory Dashboard. When a Product is searched for by any of the previously mentioned methods, an aggregate list of Inventory records will be displayed on the dashboard. Some lines may be highlighted in specific colors, similar to what is displayed here. Each color indicates a different status level. This gives users a “Quick Look” visual of inventory status. When a Product is searched for by any of the previously mentioned methods, an aggregate list of Inventory records will be displayed on the dashboard. Some lines may be highlighted in specific colors, similar to what is displayed here. Each color indicates a different status level. This gives users a “Quick Look” visual of inventory status. If Inventory is “Out of “Stock” at a particular location, meaning the “Available” Inventory is “0” or has a “negative” value, then the row will be highlighted “Red”. If Inventory is “Out of “Stock” at a particular location, meaning the “Available” Inventory is “0” or has a “negative” value, then the row will be highlighted “Red”. If “Available” Inventory is less than the configured “Safety Stock”, but is not yet “0”, then it will be highlighted “Yellow” to warn that it may be going “Out of Stock” soon. If “Available” Inventory is less than the configured “Safety Stock”, but is not yet “0”, then it will be highlighted “Yellow” to warn that it may be going “Out of Stock” soon. If “Available” Inventory is at a location with a “Disabled” status, it will be highlighted “Dark Gray”.Note that any stock levels in a “Disabled Location” will not be counted toward the “aggregate total” for a products Inventory. If “Available” Inventory is at a location with a “Disabled” status, it will be highlighted “Dark Gray”. Note that any stock levels in a “Disabled Location” will not be counted toward the “aggregate total” for a products Inventory. To explore more detail for each Inventory line, click any “Allocated” Value in the Inventory Dashboard to view a list of “Ready” shipments that have “Allocated Quantity” for that item at the selected Location. To explore more detail for each Inventory line, click any “Allocated” Value in the Inventory Dashboard to view a list of “Ready” shipments that have “Allocated Quantity” for that item at the selected Location. From this modal window, we can filter this list by “Shipment Type” or “Shipment ID”. Click on a “Shipment ID” to open its details in the Orders Dashboard.Displayed shipment types include “Ship To Home”, “Pickup”, “Transfer”, and “Delivery” shipments.Important Note - “Reserve in Cart” Orders are not reflected at this time, meaning that the actual “Allocated” quantity of a shipment with “Reservations” may not match the “Allocations” displayed here. From this modal window, we can filter this list by shipment type or shipment ID. Click on a shipment ID to open its details in the orders dashboard. Displayed shipment types, include ship to home, pickup, transfer and delivery shipments. Important note reserving card orders are not reflected at this time. Meaning that the actual allocated quantity of a shipment with reservations may not match the allocations displayed here. If we have enabled “Future Inventory”, and have selected a “Future Date” limit on the top right of the Inventory Dashboard, we can view shipments “Allocated” with “Incoming Inventory” in the “Future Inventory” tab.All “Incoming Inventory” up to the “Date Limit” will be included, but we can filter for a specific Date within that range. If the “Future Inventory” record is unique by “External ID”, a column will also be displayed with that “ID”. if we have enabled, future inventory and have selected a future date limit on the top right of the inventory dashboard, we can view shipments allocated with incoming inventory in the future inventory, tab, All incoming inventory up to the date limit will be included but we can filter for a specific date within that range. If the future inventory, record is unique by external ID. A column will be displayed with that ID.

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Configure Inventory

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Inventory Overview

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