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