Inventory Overview

• Overview
• Enable Inventory Tracking
• Define Inventory Tracking and Product Status Behavior
• Assign Inventory-Related Product Settings

Overview

You can track and manage your inventory by enabling inventory tracking and defining how each product availability status affects your inventory.

Step 1: Enable Inventory Tracking

Navigate to Settings > Catalog > General.

1. Select the Store Name: This setting is store-specific, so be sure to select the correct store from the dropdown if managing multiple stores.
2. Enable Inventory Tracking by checking the box.
3. Click Save.

Step 2: Define Inventory Tracking and Product Status Behavior

Once inventory tracking is enabled, additional store-specific options become available.

The Remove from Inventory When setting determines when items are deducted from inventory.

There are three choices:

• Ordered - Inventory is deducted as soon as the order is placed.
• Paid - Inventory is deducted when the order's payment is approved.
• Shipped - Inventory is deducted when the order is marked as shipped.

The following settings control default stock statuses when specific inventory conditions are met:

Note: If you haven't defined custom Product Statuses, refer to How to Set Up Product Statuses. This is not required but allows additional customization.

• Default Out of Stock Status – Applied when stock reaches 0 and back orders are not allowed.
• Default In Stock Status – Applied when stock increases from ≤ 0 to > 0.
• Default Back Order Status – Applied when stock reaches 0 or below, and back orders are allowed.
• Default Discontinued Status – Applied when stock reaches 0 and the product is marked as discontinued.

Step 3: Assign Inventory-Related Product Settings

These settings can be managed through the Product Editor in the admin console or imported via a .CSV file using the Product Import Tool.

• Stock Status – The current stock status. Automatically updated by inventory settings but can be manually adjusted.
  Note: Manual stock count changes in the Product Editor do not trigger automatic status updates.
• Discontinued – If enabled, the product status changes to discontinued when stock reaches 0.
• Min Qty – The minimum order quantity for the product.
• Max Qty – The maximum order quantity for the product.
• Non-Inventory – If enabled, inventory tracking is disabled for the product.
• On Hand Qty – The current stock count. To display this on the product details page, enable it in Themes > Active Theme.
  How to enable On Hand Qty display.
• On-Order Qty – The quantity currently on order. The available quantity is calculated as On Hand Qty + On-Order Qty.
• ETA Date – An optional estimated availability date that can be displayed on the product details page. Controlled via Theme > Pages > Product Details > Advanced Settings.

Mass Editing

Inventory can be modified in bulk using the Product Import Tool or the Inventory Editor.

Product Import Tool: Adjust inventory using the NumberInStock column in the import spreadsheet.

Note: To trigger product status updates based on inventory changes, ensure a Store is selected in the import setup process.