Overview
The Inventory dashboard gives you a real-time view of your stock across the entire warehouse. It is your central reference for understanding what you have, what is committed to orders, what is available to sell, and what is on the way.
Key inventory metrics
For every product (SKU), the inventory dashboard shows:
| Metric | What it means |
|---|---|
| On hand | Total physical quantity in the warehouse across all locations. |
| Committed | Quantity required to fulfil all open, unshipped orders. |
| Available | Stock that can still be allocated: On hand − Committed. A negative value means demand exceeds current stock. |
| Incoming | Quantity on open purchase orders that has not yet been received. |
| Allocated | Stock formally reserved in active pick jobs. An order can be committed but not yet allocated if it has not been released. |
Negative available quantities are highlighted so you can quickly spot where you are oversold or have a backorder situation.
Incoming is tracked at product level, not location level. Since purchase orders represent stock that has not yet been placed into a specific bin, the Incoming figure is warehouse-wide rather than tied to a location.
Filtering and searching
Use the dashboard filters to focus on what needs attention:
- Search by SKU or partial SKU code
- Filter to products with negative availability to find oversold items
- Filter to products with incoming stock to see what is due from open POs
- Use allocatable-only view to see orders that currently have enough stock to release
The location-based view
In addition to product-level figures, WMS can show inventory by location. The location view lets you:
- Select a specific bin, shelf, or staging area
- See which products are stored there and in what quantities
- Drill into a product from the location's perspective
This is particularly useful for:
- Planning and running cycle counts
- Checking what is in a specific bin before a putaway decision
- Investigating discrepancies in a particular area of the warehouse
WMS maintains separate inventory records per product per location. The dashboard rolls these up to product-level totals; the location view exposes the breakdown.
Stock movement logs
Every inventory change in WMS is recorded as a stock movement. Movement logs give you a line-by-line history of what happened to each SKU.
Common movement reasons:
| Reason | Triggered by |
|---|---|
| RECEIVE | Stock received against a purchase order |
| PUTAWAY | Stock moved from staging to a storage location |
| PICK | Stock collected for an order |
| TO_BENCH / PICK_STAGING | Stock staged to a packing bench |
| SHIPMENT | Stock shipped on a completed order |
| ADJUSTMENT | Manual correction (damage, found, etc.) |
| STOCKTAKE_VARIANCE | Correction posted from a stocktake |
For batch- and serial-tracked products, movement logs show the specific batch or serial number involved. This supports traceability, recall investigations and compliance reporting.
Movement logs have a Refresh action to pull the latest data if you are reviewing recent changes and they are not yet visible.
Reservations by order
From the inventory dashboard, you can see which specific orders are reserving stock for a product. This helps when investigating shortages: you can identify which orders are holding the committed quantity and decide whether to prioritise or defer any of them.
Refreshing cached data
Some inventory views use cached data for performance. Use the Refresh action on the inventory dashboard if you expect recent changes (such as a receipt or adjustment) that are not yet visible.
Looking up products by barcode
On both the Inventory and Products pages, you can scan or enter a barcode to find a specific product. This is useful on the warehouse floor when you have a product in hand and want to quickly check its stock level without knowing the SKU code.
Exporting stock data
Use the Export SOH Report action on the inventory dashboard to download a CSV file of current stock-on-hand levels across all products and locations. This is useful for:
- Reconciliation with finance or accounting systems
- Sharing stock data with external partners
- Point-in-time inventory snapshots