Inventory Inquiry
Contents
1. Use Cases
Quick Links: Check Available Stock | Hold Problem Stock | Consolidate Fragments
Scenario 1: Check a Product's Available Stock
Situation: A customer asks whether a product has enough stock to ship.
What to do:
- Search for the product in the Product List
- Click the product name to enter the details page
- Click "Inventory"
- Check "Available Quantity" in the summary area
Result: The available quantity is the stock that can be shipped (allocated and held quantities already excluded).
Scenario 2: Hold Problem Stock
Situation: A quality issue is found in a certain batch and it must be held to prevent shipping.
What to do:
- Go to the product's inventory inquiry page
- Switch to the "By Batch" view
- Find the problem batch's row and click the "Hold" button in the action column
- Enter the hold quantity and reason
- Confirm and submit
Result: The held quantity of that inventory increases and the available quantity decreases accordingly; it will not be allocated to new orders.
Scenario 3: Fragmented Shelves Need Consolidation
Situation: A product is scattered across too many shelves and picking is inefficient.
What to do:
- Go to the product's inventory inquiry page
- Check "Shelf Concentration" on the right side of the summary area
- If concentration is low, click the "Fragments" number to see the fragment shelf details
- Plan consolidation work based on the details
Result: You know which shelves hold too little stock and can arrange moves to consolidate and improve picking efficiency.
2. Feature Guide
Come here to answer "how much of this product can still ship, and where is it stored". The top of the page shows the quantity overview and shelf concentration; below you can switch between the "By Shelf" view (which shelves hold the product and how many each) and the "By Batch" view (details by batch and expiration date); at the bottom you can also see "In Transit" stock that has not finished putaway.
Quick Jump: Inventory Summary | Shelf Concentration | By Shelf | By Batch | In Transit
2.1 Inventory Summary
The top of the page shows the product's quantity overview:
| Value | Description |
|---|---|
| Available Quantity | Quantity that can be allocated to orders (green) |
| Allocated Quantity | Quantity occupied by orders and waiting for picking (blue) |
| Held Quantity | Quantity on hold and temporarily not shippable (yellow) |
| Quantity | Total quantity in the warehouse |
| Pending Putaway | Quantity received but still in the staging area, not yet put away (shown only when applicable) |
Formula: Available Quantity = Quantity − Allocated Quantity − Held Quantity − Pending Putaway.
2.2 Shelf Concentration
The right side of the summary area shows shelf concentration indicators:
| Info | Description |
|---|---|
| Shelf Concentration | Circular progress; higher means stock is more concentrated |
| Shelves Used | Total number of storage shelves this product occupies |
| Fragments | Number of shelves holding less than 50% of the second-largest shelf in the same batch; click to see details |
Concentration colors:
- Green (≥ 80%): good concentration
- Yellow (50%–79%): somewhat scattered
- Red (< 50%): heavily fragmented, consolidation recommended
📌 Note: With too many fragment shelves, pickers must visit several locations to gather the required quantity. Consolidating scattered stock onto one shelf shortens picking routes and frees shelf space.
2.3 By Shelf
The default view, answering "where is the product and how many on each shelf":
| Field | Description |
|---|---|
| Shelf Location | The shelf where the product is stored |
| Inventory Type | e.g., good, defective |
| Batch | Batch entered during receiving |
| Expiration Date | Expiry date |
| Manufacturing Date | Manufacturing date entered during receiving |
| Inventory Custom Attributes | Shown as tags |
| Quantity | Quantity on that shelf; fragment shelves are tagged "Fragment" |
The search box above filters quickly by shelf or batch.
2.4 By Batch
Switch to "By Batch" to see each inventory record:
| Field | Description |
|---|---|
| Inventory Type | e.g., good, defective |
| Batch | Batch entered during receiving |
| Expiration Date | Expiry date |
| Manufacturing Date | Manufacturing date entered during receiving |
| Inventory Custom Attributes | Shown as tags |
| Quantity | Total quantity of this record |
| Available Quantity | Quantity that can be allocated |
| Allocated Quantity | Click the number to see the related orders occupying this stock |
| Held Quantity | Click the number to see the hold details |
| Pending Putaway | Quantity still in the staging area, not yet put away |
| Status | "In Stock", "Out of Stock", "Blocked", etc. |
Each inventory row offers the following actions on the right:
| Button | Description |
|---|---|
| Hold | Put part of the quantity on hold to pause shipping (only shown when available quantity > 0) |
| Quick Stock Adjustment | Adjust the stock quantity directly |
2.5 In Transit
The bottom of the page lists quantities on inbounds that have not fully finished putaway — handy for answering "when will new stock arrive":
| Field | Description |
|---|---|
| Inbound Number | Click to go to that inbound |
| Status | The inbound's current processing status |
| ETA | Expected arrival date |
| Inventory Type / Batch | Inventory type and batch of that shipment |
| Scheduled Qty | Quantity expected on the inbound |
| Putaway Qty | Quantity already put away |
3. FAQ
Quick Jump: FAQ | Important Notes
3.1 FAQ
▪ What's the difference between Available Quantity and Quantity?
"Quantity" is the total actually in the warehouse. "Available Quantity" is what can really ship right now, after excluding order-allocated, held, and not-yet-put-away portions.
▪ Can I click the Allocated Quantity?
Yes. In the "By Batch" view, click the "Allocated Quantity" number to jump to the related orders page and see which orders occupy this stock.
▪ Can I click the Held Quantity?
Yes. When "Held Quantity" is greater than 0, click the number to open a popup with the hold details for this inventory record.
▪ What is a fragment shelf?
When a shelf holds less than 50% of the second-largest shelf in the same batch, the system tags it "Fragment". Too many fragments mean stock is too scattered, which lowers picking efficiency.
▪ What concentration is considered normal?
- 80% or above (green): normal
- 50%–79% (yellow): on the low side, consider consolidating
- Below 50% (red): consolidate as soon as possible
▪ What does In Transit mean?
"In Transit" is the quantity on inbounds that have been created but not fully put away. When customers ask about replenishment progress, you can find the ETA and put-away quantity here.
3.2 Important Notes
⚠️ Quick Stock Adjustment
- "Quick Stock Adjustment" changes the stock quantity directly; verify the number before submitting
- All adjustment records are kept and can be reviewed in inventory movements
⚠️ Inventory Hold
- Held stock will not be allocated, but still occupies shelf space
- To release a hold, go to the inventory holds management page
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Product Details | View complete product data | Go |
| Product List | Search and filter products | Go |
| Inventory Overview | View inventory for all products | Go |
| Inventory Movements | View inventory change records | Go |