Managing Stock Levels

Key Calculations

Count on Hand

Calculation is as follows:

Sum of all stock adjustments since the latest Initial Inventory or Stock Take Adjustment.

This field is automatically calculated and filling the value would eventually be overwritten. It is highly discouraged to manually change this value. Use the steps detailed in Adjusting Inventory below instead.

Available To Sell

Calculation is as follows:

Count On Hand less the sum of all order item quantities for orders that are complete and are neither shipped nor cancelled.

Setting Order Statuses

There are two metadata entries that determine behaviour for Stock Management:

Order Shipped

Order Shipped metadata determines which order statuses have been considered shipped. All products in an order that has been moved to a shipped status from non-shipped statuses have their Count On Hand amount (and in turn, Available To Sell) reduced.

Order Cancelled

Order Cancelled metadata determine what status is considered cancelled. Moving to a cancelled status reverts any stock reductions caused by moving an order to a shipped status.

Updating Metadata

Go to Setup > Custom Metadata > Manage StoreConnect Setting
Update Order Shipped status. The value should match that of the Order Status picklist in your org. This can contain multiple values by comma separation (ie. Activated,Shipped)
Update Order Cancelled status. The value should match that of the Order Status picklist in your org. This can contain multiple values by comma separation (ie. Cancelled,Removed)

Stock Level Priority

Prioritising Stock Levels

Stock levels can be prioritised by setting Priority=true on any stock level. This means that whenever an order item does not have a specified stock level, the priority stock level will be selected for that given product. There can only be one priority stock level for any given product.

Prioritising Stock Locations

Stock Locations can be prioritised by setting Priority=true on any stock location. This means that whenever an order item does not have a specified stock level and no priority stock level, the stock level with the priority stock location will be selected for that given product. There can only be one priority stock location for all stock locations.

How Stock Level Is Determined For an Order Item

Stock level is selected for an order item in this sequence:

Stock level derived from shipping as selected by the user
Priority stock level
Priority stock location
Stock level with most stock

Creating Stock Takes

Stock takes allow you to reset the Count on Hand and Available To Sell calculation to the most recent manual inventory count. All stock calculations of Count on Hand and Available to Sell are based from the most recent stock take.

To create a stock take:

Edit an existing stock level
Update Last Inventory Count to an amount different from the Count On Hand
Update Last Inventory Date to the desired date (usually the date today)
Save

Adjusting Inventory

There are two ways to adjust inventory for a stock.

Change Quantity

Changing Quantity allows stock to be added/reduced depending on the amount provided in the field. For example, given a stock level with a Count on Hand of 10, setting Change Quantity to 5 would update the total Count on Hand to 15. Setting Change Quantity to -5 would update the total Count on Hand to 5.

Note that updating Change Quantity will recalculate both Count on Hand and Available to Sell.

Set Quantity

Setting quantity allows stock to be reset to the provided amount. For example, given a stock level with a Count on Hand of 10, setting Set Quantity to 3 would update the total Count on Hand to 3.

Note that updating Set Quantity will recalculate both Count on Hand and Available to Sell.

Viewing Stock Adjustments History

Any stock movement that changed the Count On Hand is reflected in the Stock Adjustments Related List.

Go to Stock Level
On the Related List tab, select view all on the Stock Adjustments section
All stock adjustments will be displayed

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