Inventory
Track stock levels for products and pricing categories with location management, reorder alerts, and bulk import/export.
The Inventory page lets you track stock quantities for products and pricing categories across your storefront. Each inventory item records how many units are on hand, the reorder threshold, and where the item is physically stored. A color-coded status indicator in the list view shows at a glance which items are well-stocked, running low, or need reordering.
Inventory items can be linked to a specific product by ID or to a pricing category with optional color and size variants. You can manage items individually or use the bulk import/export feature to update quantities in spreadsheet format.
View Inventory
- From your admin, go to Settings > Inventory.
- The inventory list displays all tracked items in a paginated grid with automatic page sizing.
- To search inventory, use the search field in the header. Matching is performed server-side against inventory item names.
- To add a new item, click the Add Inventory button.
- To export all inventory data as an Excel spreadsheet, click the overflow menu (three-dot icon) and select Export.
- To import inventory from a spreadsheet, click the overflow menu and select Import. Upload an
.xlsxfile to bulk-create or update inventory records.
Inventory List Columns
| Column | Description |
|---|---|
| Id | Unique identifier for the inventory item. |
| Status | Color-coded icon indicating stock health: - Check icon: on-hand quantity is more than 15% above the reorder threshold (well-stocked) - Warning icon: on-hand quantity is within 15% above the reorder threshold (running low) - Fire icon: on-hand quantity is at or below the reorder threshold (needs reorder) |
| Name | The display name of the inventory item. |
| Location | Physical storage location of the item. |
| On Hand | Current quantity in stock. |
| Reorder | The threshold quantity at which the item should be reordered. |
| Pricing | The pricing category this item is linked to, if any. |
| Color | The color variant within the pricing category, if applicable. |
| Size | The size variant within the pricing category, if applicable. |
| Action | Menu with Edit and Delete options. |
Add/Edit Inventory
- From the Inventory list, click Add Inventory to create a new item, or click Edit in the Action menu of an existing item.
- Fill in the required fields and any optional location details.
- Click Save to save the item and return to the list. Click Cancel to discard changes.
The add/edit form is organized into three columns: item details, product/pricing linkage, and storage location.
Item Details
| Field | Description |
|---|---|
| Name | The display name for this inventory item. Required. |
| IntegrationId | An external identifier used to link this inventory item to a third-party system (e.g., ERP, fulfillment provider). |
| On Hand | The current quantity in stock. This value is compared against the reorder threshold to determine the status indicator. Required. |
| Reorder | The quantity threshold that triggers a reorder alert. When on-hand quantity drops to or below this value, the status icon changes to the fire icon. Required. |
Product/Pricing Linkage
Each inventory item is tracked either By Product or By Pricing. Toggle between the two modes using the radio buttons at the top of this section.
| Field | Description |
|---|---|
| By Product / By Pricing | Radio button toggle that determines how this inventory item is associated. "By Product" links to a specific product ID. "By Pricing" links to a pricing category with optional color and size variants. |
| ProductId | The numeric ID of the product to track inventory for. Use the Verify ProductId button to confirm the product exists and view its name, store, and category. |
| Pricing | Dropdown to select the pricing category this inventory item is linked to. Changing the pricing category reloads the available color and size options. |
| Colors | Dropdown to select a specific color variant within the chosen pricing category. Select "None" if the item is not color-specific. |
| Sizes | Dropdown to select a specific size variant within the chosen pricing category. Select "None" if the item is not size-specific. |
When you click Verify ProductId, a dialog appears showing the product's name, Product ID, Company ID, and Category Name to confirm you have the correct product.
Storage Location
All location fields are optional and help you track where the physical inventory is stored.
| Field | Description |
|---|---|
| Warehouse | The warehouse or distribution center where the item is stored. |
| Building | The specific building within the warehouse complex. |
| Department | The department responsible for the item. |
| Room | The room or area within the building. |
| Row | The row within the room. |
| Column | The column or aisle within the row. |
| Shelf | The shelf within the column. |
| Bin | The specific bin or container on the shelf. |
Import/Export
Export
Click the overflow menu and select Export to download all inventory items as an Excel spreadsheet. The exported file contains all fields including quantities, pricing linkages, and location data.
Import
Click the overflow menu and select Import to upload an Excel file (.xlsx format only). The import dialog shows progress and reports any errors. After a successful import, the inventory list refreshes automatically. Import activity is recorded in the Activity Log.
Associations
Print Store
| Area | Effect |
|---|---|
| Order checkout | When a customer completes checkout, the storefront automatically decrements inventory quantities for each ordered item. Items are matched by Product ID, or by Pricing Category + Color + Size combinations when tracked by pricing. |
| Reorder alerts | When an order causes on-hand quantity to drop to or below the reorder threshold, a reorder warning email is triggered to notify administrators. |
| Product browser | Inventory quantities can be displayed alongside products in both grid and list views on the storefront using the "X left in stock" format string. |
| Price calculator | Inventory data is passed to the pricing calculator JavaScript, making stock levels available during price computation on product pages. |