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Inventory Tab (Warehouse Stock, Lots, and Availability)

Understand where inventory is stored across warehouses and locations, how lot and expiry tracking works, and how Available stock is calculated for a SKU.

Updated this week

The Inventory tab inside a Variant is the source of truth for understanding where stock exists, how much is available, and how it is tracked across warehouses.

This view is especially useful for:

  • Warehouse-level inventory visibility

  • Lot and expiration tracking

  • Auditing stock availability

  • Understanding where inventory was received from


What the Inventory Tab Shows

The Inventory tab displays inventory grouped by:

  • Warehouse

  • Location

  • Tracking fields (Lot, Expiration Date, Serial, etc.)

Each row represents a specific tracked inventory bucket.

For example:

  • Warehouse 1 → Storage → Lot A → Expiration May 2027

  • Warehouse 1 → Storage → Lot B → Expiration June 2027

This structure ensures full traceability for regulated or perishable inventory.


Key Inventory Columns Explained

Warehouse

The warehouse where this inventory physically exists.

If you operate multiple warehouses, each warehouse will appear separately.

Location

The internal warehouse location where the stock is stored.

Examples:

  • Storage

  • Picking

  • Staging

Locations help warehouse teams manage movement and fulfillment.

Lot / Expiration Date (if enabled)

If your variant is tracked by lot or expiration, the Inventory tab will show inventory split accordingly.

This allows you to:

  • Pick FIFO inventory

  • Trace recalls

  • Prevent expired shipments

On Hand

On Hand is the total physical stock currently recorded in the warehouse.

It includes all inventory, even if some units are already reserved.

Available

Available represents the inventory that is free to allocate to new orders.

In most cases:

Available = On Hand – Allocated

If Available is low, it may mean inventory is reserved for open sales orders or production demand.

Expanding Inventory Buckets

Each inventory row can be expanded to show the receipt and source transaction history.

When expanded, you’ll see:

  • Received date

  • Transaction reference (PO, Adjustment, Transfer, etc.)

  • Vendor or source

  • Cost information

  • Quantity received into that lot/location

This helps answer questions like:

  • Where did this stock come from?

  • Which PO created this lot?

  • Why does this inventory exist?


When to Use the Inventory Tab

The Inventory tab is best for:

✅ Checking stock by warehouse
✅ Viewing lot-level availability
✅ Validating expiration dates
✅ Confirming what inventory is physically present
✅ Understanding inventory breakdown across locations


When to Use Other Screens Instead

The Inventory tab is a visibility tool — but operational actions often happen elsewhere.

Use Transactions Tab if you need:

  • Full audit trail of every movement

  • Shipments, receipts, adjustments, transfers

  • Chronological stock changes

→ See: Inventory Transactions

Use Inventory List View if you need:

  • Bulk filtering across many SKUs

  • Day-to-day warehouse monitoring

  • Status comparisons across products

→ See: Inventory Screen (All SKUs)

Use Reports if you need:

  • Inventory valuation

  • Aging or expiration risk

  • Stockout forecasting

  • Excess inventory analysis

→ See: Inventory Reports


Common Questions

Why is Available lower than On Hand?

Because some inventory may already be:

  • Allocated to sales orders

  • Reserved for kits or production

  • Held due to tracking restrictions

Why do I see multiple rows for the same warehouse?

Because inventory is split by:

  • Location

  • Lot number

  • Expiration date

  • Other tracking fields

This ensures full traceability.

Can I adjust inventory from this tab?

No — the Inventory tab is primarily for visibility.

Inventory changes are performed through:

  • Inventory Adjustments

  • Receipts

  • Transfers

  • Production consumption


Next Steps

To continue managing this variant’s inventory, see:

  • Inventory Transactions (Audit Trail)

  • Reordering & Min/Max Planning

  • Inventory Health Status Explained

  • Inventory Reports Overview

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