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 the 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 the reports:

1. Navigate to Reporting > Inventory reports.
2. Click the Replenishment or Recently out of stock tab.

   

3. Optionally, apply any filters.
4. Click Format Results and select By Outlet.
5. Review the Inbound inventory column for the total quantity associated with dispatched purchase orders and sent transfers.

   

6. Some cells will display a grey triangle in the top-right corner. These are Expandable cells you can click to view more information in a pop-up within the report. Click the expandable cell in the Inbound inventory column total for more details about the 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:

1. Navigate to Reporting > Inventory reports.
2. Select an inventory report type from the tabs.
3. Apply any filters as required.
4. Click the + (plus) on the right side of the report table to access additional measures.

   

5. Scroll to the Inventory levels section and select Inbound inventory.

   

6. Click Update report.

Inbound inventory in your catalog

To view a product's inbound inventory within your catalog:

1. Navigate to Catalog > Products.
2. Locate a product you want to view inbound inventory for, using filters if required.

   

3. Click the product from the list to expand the product details.

   

4. In the Inventory tab, review the Inventory and click the expandable cell to view Inbound inventory details.

   

Inbound inventory in your sales history

1. Navigate to Sell > Sales history.
2. Locate a sale that includes products you want to view inbound inventory for, using filters if required.
3. Click the sale to expand the details.

   

4. Click the product name to open the product information modal.
5. In the Inventory tab, review the Current inventory column and click the expandable cell for the outlet you want to view inbound inventory figures for.

   

Inbound inventory on the sell screen

1. Navigate to Sell > Sell.
2. Add a product to the sale to view inbound inventory.
3. Click the product in the cart to expand details.

   

4. Click Show inventory & details.
5. In the Inventory tab, review the Current inventory column and click the expandable cell to view inbound inventory figures.

   

Inbound inventory when ordering stock

1. Navigate to Inventory > Stock control.
2. Click the Orders tab.
3. Click Order stock.

   

4. In the Products and costs section, search and add a product to the New purchase order to view inbound inventory.

   

5. Click the product to expand details.
6. In the Inventory tab, review the Inbound inventory column and click the expandable cell to view inbound inventory figures.

   

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