- Available on Pro, Advanced, Enterprise
- Available on Core, Plus
Tracking inbound inventory from dispatched purchase orders and sent transfers allows you to better understand your inventory replenishment needs. You can access inbound inventory figures in various places in Retail POS, including your catalog, sales history, the sell screen, and when ordering stock.
Purchase orders must be marked as dispatched and transfers must be marked as sent in-order to generate inbound inventory figures. For more information on marking purchase orders and transfers to the required states, refer to our Marking a purchase order as dispatched and Transferring stock in Retail POS (X-Series) guides.
Replenishment and Recently out of stock reports
The inbound inventory column is available on the replenishment and recently out of stock reports by default. To access it:
- Navigate to Reporting > Inventory reports.
- Click the Replenishment or Recently out of stock tab.
- Apply any filters as required
- Click Format Results and select By Outlet.
- Review the Inbound inventory column for the total quantity associated with dispatched purchase orders and sent transfers refined by the filters you've set.
- Click the truck icon next to the Inbound inventory column total for a breakdown of sub-totals per order and/or transfer. You can also select a reference name for a filtered view of a specific order or transfer.
Adding the inbound inventory measure to other reports
Inventory reports that do not include the inbound inventory column by default can be customized to add the inbound inventory column. To add the inbound inventory column:
- Navigate to Reporting > Inventory reports.
- Select an inventory report type from the tabs.
- Apply any filters as required
- Click the + (plus) on the right side of the report table to access additional measures.
- Scroll to the Inventory levels section and select Inbound inventory.
- Click Update report.
Inbound inventory in your catalog
- Navigate to Catalog > Products.
- Locate a product you wish to view inbound inventory for, using filters if required.
- Click the product to expand.
- In the Inventory tab, review the Current inventory column and click the truck icon (when available) to view inbound inventory figures.
Inbound inventory in your sales history
- Navigate to Sell > Sales history.
- Locate a sale that includes products you wish to view inbound inventory for, using filters if required.
- Click the sale to expand.
- Click the product name to open the product information modal.
- In the Inventory tab, review the Current inventory column and click the truck icon (when available) to view inbound inventory figures.
Inbound inventory on the sell screen
- Navigate to Sell > Sell.
- Add a product to the sale that you wish to view inbound inventory for.
- Click the product in the cart to expand.
- Click Show Inventory & Details.
- In the Inventory tab, review the Current inventory column and click the truck icon (when available) to view inbound inventory figures.
Inbound inventory when ordering stock
- Navigate to Inventory > Stock control.
- Click Order stock.
- Add a product to the purchase order that you wish to view inbound inventory for.
- Click the product to expand.
- In the Inventory tab, review the Inbound inventory column and click the truck icon (when available) to view inbound inventory figures.