Work with inventory

Current version: 9.3

Inventory sets are containers that let you manage the following items across multiple categories and storefronts:

  • Inventory amounts

  • Preorder and backorder dates and limits

    Note

    Preorder and backorder functionality is not fully implemented in this release.

  • Quantities of sellable items

When you work with inventory sets, you can only associate the following to an inventory set:

  • A base sellable item that has no variants.

  • A sellable item variant.

Note

You do not manage inventory attributes of product bundles.  Product bundle availability and inventory attributes are derived from the individual sellable items contained in the bundle.  

Create an inventory set

  1. On the Sitecore Launchpad, in the Commerce section, click Business Tools, and then click Inventory.

  2. In the Inventory Sets section, click +.

  3. In the Add Inventory Set dialog box, enter a Name, and a Display Name. The description is optional.

Note

The list of inventory sets shown on the Inventory dashboard is in alphabetical order.

Delete an inventory set

You can delete an inventory set that is no longer needed.

Note

You can only delete an inventory set when it is not associated with sellable items. Ensure you remove all sellable item associations before attempting to delete the inventory set.

  1. On the Sitecore Launchpad, in the Commerce section, click Business Tools, and then click Inventory.

  2. In the Inventory Sets section, click the inventory set that you want to delete, and then click the Remove inventory set action button.

Associate a sellable item with an inventory set

You can associate a sellable item (no variants) or a sellable item variant with one or multiple inventory sets.

To associate a sellable item with an inventory set:

  1. On the Sitecore Launchpad, in the Commerce section, click Business Tools, and then click Inventory.

  2. In the Inventory Sets section, click the name of the inventory set.

  3. In the Sellable Items section of an inventory set details page, select Associate Sellable Item to Inventory Set from the drop-down menu.

  4. In the Associate Sellable Item to Inventory Set window, in the Sellable Item field, enter part of the sellable item name to get a list of all the sellable items that match. Select the sellable item from the list.

  5. In the Associate Sellable Item to Inventory Set dialog box, fill in the Quantity field. Optionally, you can change the default Invoice Price Currency value, and enter the Invoice Unit Price, Invoice Price Currency, and whether the item is available for preorders or backorders, the dates it is available, and the limits for preorders and backorders.

Note

When a sellable item is associated with an inventory set, clicking the name of the sellable item takes you to the sellable item details page, where you can edit the inventory information and add additional list prices for that sellable item. For more information about sellable items, see the Work with a sellable item topic.

Search for a sellable item within an inventory set

You can use the search to quickly find a sellable item that is part of an inventory set. This feature is very useful, for example, when you are working with an inventory set that contains a large number of sellable items. The sellable item search within the inventory set provides the similar capability as the search for sellable item in the Merchandising tool, with the exception the that search is limited to the scope of the inventory set.

To search for a sellable item:

  1. On the Sitecore Launchpad, in the Commerce section, click Business Tools, and then click Inventory.

  2. In the Inventory Sets section, click the name of the inventory set.

  3. In the Search section, in the Term field, enter the sellable item term to search for.

    You can use any of the following sellable item properties as your search term:

    • Name

    • Display name

    • Product ID

    • Variant ID

    • Variant display name

Edit inventory information for a sellable item

You can edit the inventory data associated with a sellable item.

Note

You do not need to create a new version of a sellable item in order to edit its associated inventory set data. You can edit the inventory data of any version sellable item, whether it is published or not.

To edit inventory data for a sellable item:

  1. On the Sitecore Launchpad, in the Commerce section, click Business Tools , and then click Inventory.

  2. In the Inventory Sets section, click the inventory set you want to modify.

  3. In the Sellable Items section of the inventory set Summary page, on the drop-down menu, click Edit Inventory Information. The Edit Sellable Item Inventory dialog box opens.

    Note

    Alternatively, you can click the name of the sellable item, and edit the related inventory data from the sellable details page. In the Inventory Sets section, click the edit icon to display the Edit Sellable Item Inventory dialog box.

You can edit the following inventory information:

Note

Preorder and backorder functionality is not fully implemented in this release.

  • Quantity: The amount of the sellable item that is currently in stock for that inventory set.

  • Invoice Unit Price: The wholesale price for the sellable item associated with an invoice.

  • Invoice Unit Price Currency: The currency for the sellable item associated with an invoice.

  • Preorderable: If this option is chosen, the sellable item is available to be preordered in that inventory set.

    Note

    You cannot set this option on static bundles.  It is the status of constituent sellable items themselves that make a static bundle available for preorder.  If a bundle contains at least one preorderable item, then the bundle is considered preorderable.

  • Preorder availability date: The date a sellable item is available to preordered from that inventory set.

  • Preorder limit: The amount of sellable items a customer can preorder from that inventory set.

  • Backorderable If this option is chosen, the sellable item can be backordered if it is out of stock in that inventory set.

    Note

    You cannot set this option on product bundles.  It is the status of constituent sellable items themselves that make a product bundle available for backorder.  If a bundle contains at least one preorderable item, then the bundle is considered preorderable.

  • Backorder availability date: When a backordered sellable item will become available in that inventory set.

  • Backorder limit: The amount of a sellable item a customer can purchase if it is out of stock in that inventory set.

Transfer inventory between inventory sets

To transfer inventory between inventory sets:

  1. In the Sellable Items section of an inventory set details page, click on a sellable item name.

  2. In the drop-down list, click Transfer Inventory.

  3. In the Transfer Inventory window, click the target inventory set on the drop-down list.

  4. Enter the quantity of the sellable item that you want to transfer to that inventory set.

Associate a catalog with an inventory set

Associating a catalog with an inventory set is optional.

To associate a catalog with an inventory set:

  1. In the Catalogs section of an inventory set details page, click Associate.

  2. In the Associate Catalog dialog box, click on the name of the catalog to associate on the drop-down list.

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