Inventory

The Order Management System (OMS) inventory functionality provides powerful allocation, inflight stock, and inventory capabilities, including an easy-to-use interface that allows you to track and understand stock movements across all sources (warehouses and physical stores).

Inventory menu in Admin

See the stock-sourcing section of the Inventory page for more info on inventory and stock snapshots .

Source stock

The Source Stock view displays an overview of the current available quantities for a specific stock keeping unit (SKU) for each source.

Source stock view

The only options that appear in this page are the ones which have received stock information at least once.

You can filter this list by SKU, as well as order the columns by clicking each column header to toggle the order. You can also see the different quantities and specific history of each SKU in a source.

In this History field, a link shows you the history of all stock changes for that specific SKU.

Item history

Click Export to export all the details of your source stock to a .csv or .xml file. This export is automatically sent to the email of the logged-in user.

Export source stock

When the Stock Export Report configuration is enabled in the SI Portal, you can compress large stock data reports in excess of the 20MB limitation for attachments into a .zip file.

The System Integrator (SI) Portal is not yet accessible externally. Contact Magento Support for assistance.

Aggregate stock

The Aggregate stock view displays the result of the stock aggregation by source and shows the full aggregation of the different sources for a store.

Stock aggregate view

Your OMS must run a reindex every time new stock quantities are received from the logistics provider (LSP), so that the stock available to sell is correctly calculated and exported to the selling platforms.

The reindex process, when triggered during the receiving of new stock quantities from the LSP, performs these actions:

1. Quantities imported with the magento.inventory.source_stock_management inventory message are saved in the source stock repository as On Hand quantities.
2. Stock aggregates for each one of the sources associated to the stock aggregate. For example, WEB1 is associated to SOURCE1 and SOURCE2 and the quantities for both sources are aggregated.
3. All in-flight orders for the stock aggregate are decreased. In-flight orders are categorized as lines that are in between the stock allocation and the LSP confirmation, for clients not sending the received by LSP then is once the line is shipped.
4. The safety stock quantity for all the sources associated to the stock aggregate are summed and decreased from the quantity to be exported.
5. Quantities available to sell are exported via the magento.inventory.aggregate_stock_management.updated message.

See the Export stock aggregation updates section of the Stock and sourcing Inventory topic for more information about how aggregate stock exports are handled between the OMS and Magento Commerce (MC).

In the Aggregate stock view you can also see the different quantities and specific history of each SKU in a source.

In this History field, a link shows you the history of all stock traces for that specific item code.

Item history

Click View Trace to view the trace for that specific item.

Calculating aggregate stock

Aggregate stock is calculated as follows:

Sum of source stock minus hard inflight minus source safety stock = X

X minus the sum of aggregate safety stock minus soft in-flights = aggregate stock

Example 1

Source A—10 qty - 2 hard in-flights (hard allocated lines) - 0 safety stock = 8 in stock

Source B—20 qty - 1 hard in-flights (hard allocated lines) - 5 safety stock = 14 in stock

Aggregate stock—(8 stock in Source A + 14 stock in Source B) - 1 aggregate safety stock - 1 soft in-flight = 20 available to sell in the aggregate

Example 2

Source A—1 qty - 0 hard in-flights (hard allocated lines) - 0 safety stock = 1 in stock

Source B—3 qty - 1 hard in-flights (hard allocated lines) - 1 safety stock = 1 in stock

Aggregate stock—(1 stock in Source A + 1 stock in Source B) - 0 aggregate safety stock - 2 soft in-flight = 0 available to sell in the aggregate

Stock trace view

Either from the History view or from the Stock aggregate view, you can access the stock trace of a specific item by clicking View in the Stock trace column.

Once you access the stock trace, you can see the following details for that specific item in the desired store (and related sources):

• Source
• Warehouse quantity
• Safety Stock
• In-flight
• Available from Source

Stock trace

In this view, there is a header which summarizes the following information:

• The total aggregate quantities (total amount of stock available for each source)
• Aggregate safety stock (safety stock at the aggregate level)
• Soft allocated in-flight (all lines that are in between the stock allocation and the LSP confirmation; stock reserved by orders not yet sourced)
• Available for sale (total available for sale)

Set safety stock

Along with setting safety stock via the Admin at the source level, you can also use the OMS API to set safety stock at the aggregate level. Use the update_safety_stock command of the magento.inventory.aggregate_management specification.

Currently you cannot set safety stock via the API at the source level.

Manual stock update

Manual stock updates will trigger a reindex for the modified SKU and will generate a magento.inventory.aggregate_stock_management.updated message. The next stock snapshot is updated automatically by your OMS, and overwrites the values previously edited manually.

To complete a manual stock update:

1. Select Source to Update.
2. Add a reason, and indicate the SKU and the quantity.

3. Click Update.

   Manual stock update