“Inventory Details” is where we go once a search returns results, giving us the full picture behind a single product-location record — not just “on hand”, “available”, and “allocated”, but the “safety stock”, “floor”, and “excess” thresholds behind those numbers, plus “tag segmentation”, “future incoming” supply, and, for “granular”-enabled tenants, “lot-level tracking”. Where “Search Inventory” answers what do we have and where, “Inventory Details” answers why the numbers look the way they do, and gives us the tools to adjust them.In this video, we’ll demonstrate how to drill into a single inventory record — reading its “on-hand”, “available”, and “allocated” metrics, editing “safety stock” and “threshold” values, managing “tags” and inventory “attributes”, working with “future incoming” inventory, and creating a new inventory record from scratch.Important Note: the “Tags” and “Granular” tabs only appear when inventory segmentation or granular tracking is enabled for the tenant; without those features turned on, the panel will only show the “Summary” and “Future” tabs. “Inventory Details” is where we go once a search returns results, giving us the full picture behind a single product-location record — not just “on hand”, “available”, and “allocated”, but the “safety stock”, “floor”, and “excess” thresholds behind those numbers, plus “tag segmentation”, “future incoming” supply, and, for “granular”-enabled tenants, “lot-level tracking”. Where “Search Inventory” answers what do we have and where, “Inventory Details” answers why the numbers look the way they do, and gives us the tools to adjust them. In this video, we’ll demonstrate how to drill into a single inventory record — reading its “on-hand”, “available”, and “allocated” metrics, editing “safety stock” and “threshold” values, managing “tags” and inventory “attributes”, working with “future incoming” inventory, and creating a new inventory record from scratch. Important Note: the “Tags” and “Granular” tabs only appear when inventory segmentation or granular tracking is enabled for the tenant; without those features turned on, the panel will only show the “Summary” and “Future” tabs. To navigate to the “Supply Demand” Inventory menu, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Supply Demand”. To navigate to the “Supply Demand” Inventory menu, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Supply Demand”. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. If we’re already within the Supply Demand menus, in the left nav, we’ll click “Inventory”. This will bring us to the same place as the previous step. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. If we’re already within the Supply Demand menus, in the left nav, we’ll click “Inventory”. This will bring us to the same place as the previous step. This brings us to the “Inventory” page. We discussed this page in-depth in a previous video.From here, we’ll look at a single product in more depth. This brings us to the “Inventory” page. We discussed this page in-depth in a previous video. From here, we’ll look at a single product in more depth. We’ll search for a product directly by entering the product code in the “Product or Variant Code” field. As we type, it appears as a pill in the “Filter” field, confirming the match. We’ll search for a product directly by entering the product code in the “Product or Variant Code” field. As we type, it appears as a pill in the “Filter” field, confirming the match. We’ll also search for and select a Location where the product inventory is allocated.Important Note: when searching by location name, we need to enter at least three characters to see matching results; searching by location code requires the exact code. We’ll also search for and select a Location where the product inventory is allocated. Important Note: when searching by location name, we need to enter at least three characters to see matching results; searching by location code requires the exact code. When we’ve added all products and locations needed, we’ll click “Search”. When we’ve added all products and locations needed, we’ll click “Search”. This search returns a single inventory record for the product at our selected location, showing what’s “On Hand”, “Available”, and “Allocated”, as well as the configured “Safety Stock” and quick-look Inventory “Status”. This search returns a single inventory record for the product at our selected location, showing what’s “On Hand”, “Available”, and “Allocated”, as well as the configured “Safety Stock” and quick-look Inventory “Status”. The Inventory screen also allows us to further define our product search by adding additional product details and parameters.On the top right of the page, we’ll click the “Show Advanced” link. The Inventory screen also allows us to further define our product search by adding additional product details and parameters. On the top right of the page, we’ll click the “Show Advanced” link. The “Advanced” fields let us search by “SKU”, “Part Number”, or a “Future Date Range”.In this example, we’ll configure a future date search for the selected product. The “Advanced” fields let us search by “SKU”, “Part Number”, or a “Future Date Range”. In this example, we’ll configure a future date search for the selected product. For the Future Date Range, we can search by preset windows — any future inventory arriving “This Week”, “This Month”, “This Year”, or we can set a “Custom Range”. For the Future Date Range, we can search by preset windows — any future inventory arriving “This Week”, “This Month”, “This Year”, or we can set a “Custom Range”. “Custom Range” allows us to set a specific “From Date” and “To Date” instead of using a preset window.Important Note: when “Custom Range” is selected, the “To Date” field is required. “Custom Range” allows us to set a specific “From Date” and “To Date” instead of using a preset window. Important Note: when “Custom Range” is selected, the “To Date” field is required. With the future date range set, we’ll click “Search” again. This adds a “Future Inventory” column to the results, flagged “Yes” when incoming stock falls within our selected range. The “On Hand” and “Available” quantities increase as well, since it now reflects current inventory plus anything arriving within that window. With the future date range set, we’ll click “Search” again. This adds a “Future Inventory” column to the results, flagged “Yes” when incoming stock falls within our selected range. The “On Hand” and “Available” quantities increase as well, since it now reflects current inventory plus anything arriving within that window. Each Inventory Record row also has an “Actions” menu, with several options available:“View” opens a detailed breakdown of the record’s metrics, tags, and future information;“Edit” opens the same panel where we can update on hand, safety stock, floor, and threshold values;and “Allocations” takes us to the “Shipments” page, pre-filtered to show every shipment this inventory has been allocated to.We’ll discuss all of these in this video. Each Inventory Record row also has an “Actions” menu, with several options available: “View” opens a detailed breakdown of the record’s metrics, tags, and future information; “Edit” opens the same panel where we can update on hand, safety stock, floor, and threshold values; and “Allocations” takes us to the “Shipments” page, pre-filtered to show every shipment this inventory has been allocated to. We’ll discuss all of these in this video. At the end of the row is a “Delete” icon, which removes the inventory record entirely — this comes with a safeguard, since deletion can’t be undone. At the end of the row is a “Delete” icon, which removes the inventory record entirely — this comes with a safeguard, since deletion can’t be undone. Clicking the “Delete” icon brings up a confirmation warning, asking us to confirm before the record is actually removed. Clicking the “Delete” icon brings up a confirmation warning, asking us to confirm before the record is actually removed. To see more detail on this record, we’ll click either the “View” or “Edit” icon. This will open a side panel displaying the Inventory Record details.“View” will open the panel in “view mode”, where we’ll need to click the “Edit” button to make any changes.“Edit” opens the panel in “edit mode”, ready for the user to make edits.For this example, we’ll click “View”. To see more detail on this record, we’ll click either the “View” or “Edit” icon. This will open a side panel displaying the Inventory Record details. “View” will open the panel in “view mode”, where we’ll need to click the “Edit” button to make any changes. “Edit” opens the panel in “edit mode”, ready for the user to make edits. For this example, we’ll click “View”. The top of the side panel displays the “product code”, “part number”, and “location” this record belongs to.Several tabs are available here, depending on what has been enabled for the tenant. We’ll start with the “Summary” tab, which gives us a full view of the record’s “Metrics”. The top of the side panel displays the “product code”, “part number”, and “location” this record belongs to. Several tabs are available here, depending on what has been enabled for the tenant. We’ll start with the “Summary” tab, which gives us a full view of the record’s “Metrics”. The Summary tab breaks out “On Hand”, “Available”, “Allocated”, and “Pending” into “Current”, “Future”, and “Total” columns, since we searched using a “Future Date Range”. This lets us see exactly how much of our position is on hand today versus arriving later.On the right, we can see the record’s “Safety Stock”, “Floor”, “LTD”, and “Excess Inventory Threshold” values, along with the calculated “Excess” quantity. The Summary tab breaks out “On Hand”, “Available”, “Allocated”, and “Pending” into “Current”, “Future”, and “Total” columns, since we searched using a “Future Date Range”. This lets us see exactly how much of our position is on hand today versus arriving later. On the right, we can see the record’s “Safety Stock”, “Floor”, “LTD”, and “Excess Inventory Threshold” values, along with the calculated “Excess” quantity. To make changes to this record, we’ll click “Edit” on the top right. To make changes to this record, we’ll click “Edit” on the top right. From here, we can update any of the Metric “Values” in the right panel directly — for example, raising “Safety Stock” or adjusting the “Excess Inventory Threshold”.When we’ve made the record adjustments, we’ll click the “Save Changes” button that replaced the “Edit” button on the top right. All changes are reflected in real time. From here, we can update any of the Metric “Values” in the right panel directly — for example, raising “Safety Stock” or adjusting the “Excess Inventory Threshold”. When we’ve made the record adjustments, we’ll click the “Save Changes” button that replaced the “Edit” button on the top right. All changes are reflected in real time. Below “Inventory Metrics” is an “Attributes” section, showing any “Inventory Attributes” already set on this record. Below “Inventory Metrics” is an “Attributes” section, showing any “Inventory Attributes” already set on this record. Clicking the “Manage Attributes” button on the right opens the full list of inventory attributes defined under the “Schema” menu for this tenant. Clicking the “Manage Attributes” button on the right opens the full list of inventory attributes defined under the “Schema” menu for this tenant. In the resulting “Manage Attributes” modal, we can update any existing inventory attribute — for example, setting “Do Not Replenish” to “Yes”, or switching “Clearance” from “Yes” to “No”. We’ll then click “Save Attribute Values” on the bottom right to apply the changes.Important Note: as the list of available attributes grows, the “Filter attributes” search bar at the top makes it easy to find the one we need. The “Tags” tab shows how this inventory is segmented — in this example, into four tag combinations built from “Channel” and “Fulfillment Type”. Each combination breaks down “On Hand”, “Available”, and “Allocated” the same way, split into current and future. We also have the quicklook Inventory “Status” column, and the ability to “Delete” segments from this record if desired. At the bottom of the allocation table is a summation of total Inventory.We’ll discuss creating and managing “Tags” and “Inventory Segmentation” in a subsequent video. The “Tags” tab shows how this inventory is segmented — in this example, into four tag combinations built from “Channel” and “Fulfillment Type”. Each combination breaks down “On Hand”, “Available”, and “Allocated” the same way, split into current and future. We also have the quicklook Inventory “Status” column, and the ability to “Delete” segments from this record if desired. At the bottom of the allocation table is a summation of total Inventory. We’ll discuss creating and managing “Tags” and “Inventory Segmentation” in a subsequent video. To edit “Tag” allocations, we’ll again click the “Edit” button on the top right. To edit “Tag” allocations, we’ll again click the “Edit” button on the top right. This allows us to edit the “On Hand” quantity for a specific Tag directly. When we’ve made all adjustments, we’ll click the “Save Changes” button that replaced the “Edit” button on the top right. This allows us to edit the “On Hand” quantity for a specific Tag directly. When we’ve made all adjustments, we’ll click the “Save Changes” button that replaced the “Edit” button on the top right. The “Future” tab shows every incoming inventory order up to the future date we searched for earlier — in this example, two separate incoming shipments.For each one, we can see “Future On Hand”, “Future Allocated”, “Future Available”, “Expected Date”, “External ID”, and any “Tag Information” tied to that future inventory. The “Future” tab shows every incoming inventory order up to the future date we searched for earlier — in this example, two separate incoming shipments. For each one, we can see “Future On Hand”, “Future Allocated”, “Future Available”, “Expected Date”, “External ID”, and any “Tag Information” tied to that future inventory. There is an “Actions” menu in this tab, where we can manage individual future inventory rows. There is an “Actions” menu in this tab, where we can manage individual future inventory rows. Clicking the “Edit” icon allows us to edit the “Future On Hand Quantity” — useful if a supplier confirms they’ll deliver less than expected. We can also update the “Expected Date” if a shipment is delayed.Clicking the “check” icon that replaced the “edit” icon will save the changes immediately. Clicking the “Edit” icon allows us to edit the “Future On Hand Quantity” — useful if a supplier confirms they’ll deliver less than expected. We can also update the “Expected Date” if a shipment is delayed. Clicking the “check” icon that replaced the “edit” icon will save the changes immediately. An “Allocation” icon appears whenever any portion of that future inventory has already been allocated to a shipment. Clicking it opens the “Shipments” page in a new tab, filtered to show exactly which shipment that future allocation belongs to. An “Allocation” icon appears whenever any portion of that future inventory has already been allocated to a shipment. Clicking it opens the “Shipments” page in a new tab, filtered to show exactly which shipment that future allocation belongs to. This confirms there’s one future shipment tied to this product and location, matching the one unit we saw allocated in the future column.We’ll discuss “Shipments” in more detail in a subsequent video This confirms there’s one future shipment tied to this product and location, matching the one unit we saw allocated in the future column. We’ll discuss “Shipments” in more detail in a subsequent video Back on the “Future” tab, we can open the dedicated “Future Inventory” page, pre-filtered to this same product and location, to view every incoming quantity in one place.We’ll discuss creating and managing “Future Inventory” in a subsequent video. Back on the “Future” tab, we can open the dedicated “Future Inventory” page, pre-filtered to this same product and location, to view every incoming quantity in one place. We’ll discuss creating and managing “Future Inventory” in a subsequent video. If a tenant has “Granular Inventory” enabled, a “Granular” tab will also appear, breaking a single UPC-location record down into individual “Lot Codes”, “Serial ID’s”, “Dates”, “SKUs”, or “Conditions” — each with its own “Tags”, “On Hand”, “Available”, “Allocated”, and “Status” columns. If a tenant has “Granular Inventory” enabled, a “Granular” tab will also appear, breaking a single UPC-location record down into individual “Lot Codes”, “Serial ID’s”, “Dates”, “SKUs”, or “Conditions” — each with its own “Tags”, “On Hand”, “Available”, “Allocated”, and “Status” columns. Back on the main Inventory page, clicking the “Allocations” icon on a row shows us exactly which shipments an allocated quantity belongs to, opening in a separate tab. Back on the main Inventory page, clicking the “Allocations” icon on a row shows us exactly which shipments an allocated quantity belongs to, opening in a separate tab. In this example, three shipments account for the allocated total — all are “future” shipments, and display their “Shipment ID”, number of distinct “Items” on the shipment, the shipment “Location”, shipment “Type”, “Quantity” for the distinct item, item “Total”, shipment “Status”, applicable “Expected Delivery Date”, shipment “Date”, and an “Actions” menu for each.Again, we’ll discuss “Shipments” in detail in a subsequent video. Clicking the “View” icon for a shipment will open a “Shipment Details” page in a separate tab. Clicking the “View” icon for a shipment will open a “Shipment Details” page in a separate tab. The “Shipment Detail” confirms the individual item quantities, which together match the allocated total we saw back on the main inventory page — giving us a full trail from a single inventory number, all the way down to the shipments behind it. The “Shipment Detail” confirms the individual item quantities, which together match the allocated total we saw back on the main inventory page — giving us a full trail from a single inventory number, all the way down to the shipments behind it. Back on the main Inventory page, if we want to create a new Inventory record from scratch, we’ll click the “Create Inventory” button on the top right. Back on the main Inventory page, if we want to create a new Inventory record from scratch, we’ll click the “Create Inventory” button on the top right. This opens a “Create Inventory” side panel. Here, we’ll enter the required “UPC or Product Code”, along with the “Part Number” and “SKU” if we have them, then select a required “Location”, set the required “On Hand Quantity”, and optionally set “Safety Stock”, “Floor”, “LTD”, and “Excess Threshold” values.If we leave “Tag Info” blank, the record is added to the “Default” Tag automatically. We’ll then click the “Create” button on the bottom right to save the new record. This opens a “Create Inventory” side panel. Here, we’ll enter the required “UPC or Product Code”, along with the “Part Number” and “SKU” if we have them, then select a required “Location”, set the required “On Hand Quantity”, and optionally set “Safety Stock”, “Floor”, “LTD”, and “Excess Threshold” values. If we leave “Tag Info” blank, the record is added to the “Default” Tag automatically. We’ll then click the “Create” button on the bottom right to save the new record.
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