User Guide: Inventory Manager

General Notes

The Inventory Manager is used for tracking changes in the numbers of inventory products over time.  

The Transaction List: Filters and Searching

By default, transactions will be listed in date order.  The main view includes the transaction type, order number, product, date, and quantity change.  The filters for category, dates, products, and types (order or adjustment) can be used to find certain record changes quickly.  

The spreadsheet option exports the information shown by the selected filters (if any) to spreadsheet format as a .csv file.  

Adding an Adjustment

To begin the process, click the Add an Adjustment button.  

Product

Use the drop-down to select the product whose inventory should be adjusted.  

Current Stock Level

You'll see the number of items in the current inventory on the screen.  

Stock Adjustment

Enter a positive number to increase the inventory, or a negative number to decrease it.  Common examples of adjustments would be receiving a new shipment of products, or removing damaged products from inventory.  Note that the inventory is automatically decremented when new products are either ordered or shipped.  This is controlled by a preference on the product itself; either the inventory will be decremented immediately upon purchase, or when the product has been shipped.  

Comment

If necessary, enter a comment to describe the reason for the adjustment.  For example, the stock may need to be increased for a correction to a product ordered by mistake. Click Add to apply the adjustment. 

Further Reading and Common Inventory Questions

Why is there an adjustment from "catalog user"?  It looks like a purchase, but I can't see who made it.

When an item is added to a visitor's shopping cart, it's on reserve.  It wouldn't be accurate to say that the item is still in stock, but it hasn't been purchased, either.  This record reflects the pending purchase.  If the item is not purchased within 24 hours, then it will be added back into the amount in stock.