7. Product view

Inventory management extension adds a few new functions useful for products stock management, available directly from product pages.

How to access

Depending on whether it has been installed as it or with the full ERP package, the way to access these functions will be a little bit different :

  • If you have only installed Inventory extension as it, a new products grid will be available from menu Catalog > Inventory Management > Products.

    From this grid you will be able to access ERP view of products simply clicking on any row.

  • If you have the full ERP package installed, a new link will appear in Magento product page header, called “Switch to ERP View” :

    _images/advanced_stock_erp_view_link.png

Available tabs

Once you have reached the advanced product view, you’ll find some sections related to Advanced Stock functionalities.

Overview

The overview tab purpose is to display a quick summary of product stock data.

Here are descriptions of all available sections of this tab :

Section name (ERP full package / Inventory Management extension only) Description
Stock settings per website / Available stock per website Quantity sellable for each website, being the sum of each warehouse available qty.
Warehouses / Warehouses Summary of stock levels in the different warehouses. More information in the “Concepts” section.
Orders to ship (tab) / Pending orders Current opened orders for the product. You can also see from which warehouse orders will be dispatched from there.
New stock movement / Create a new stock movement Stock movement creation interface. More information in the “Concepts” section.
Stock movements (tab) / Stock movements History of each stock movement done for the current product

Stock settings per website

This section displays the product stock summary by website, with useful informations.

It looks like :

_images/stock_settings_per_website.png

As shown on above screenshot, the stock settings section will display stock data for each website created in Magento, and an “Admin” additional one.

Note

The “Admin” website represents the Magento backoffice.

For example, “Admin” website data will be used when you create an order from the Magento backoffice (Sales > Orders > Create New Order).

For each website, you’ll be able from there to change the “backorders” setting.

Note

Please keep in mind that the “backorders” option set for the “Admin” website will not apply for other websites, as explained before.

You can also update this setting for multiple products at the same time using Magento functionality “Update attributes”. More informations : FAQ - Backorders bulk update process

Note

If an “Index Status” column states “Index missing”, you can correct it following : FAQ - Stock settings per website - Index missing

Orders to ship

This tab will allow you to check all pending orders for the current product, where at least 1 qty to ship is found.

You will also find there a usefull function (available from ERP v-1.3.8) called “Stock allocation”.

This function will allow you to “move” stock reservation between 2 orders to ship.

Let’s take an example :

_images/stock_allocation_before.png

In this example, we can see that the current product have 4 pending orders where at least 1 qty to ship is found.

Among these orders, we can see that order #000000017 has 1 qty to ship which is not reserved yet has the product has no available qty anymore.

In the same time, 3 other orders to ship have qty reserved for this same product.

The stock allocation function will then allow you to “prioritirize” some orders to be able to ship them first, by “moving” the reserved qty between them.

In our example, we will take the reserved qty from order #000000035, and move it to order #000000017.

In the top drop down menu, we select in this case to allocate stock from order #000000035 to order #000000017.

Then, the qty reserved for order #000000035 (red framed on the previous screenshot) will be allocated to order #000000017 (green framed on the previous screenshot).

The final result after clicking on Save will be :

_images/stock_allocation_after.png

Attributes

The attribute tab helps you to quickly set some product attributes that will be used through ERP.

These attributes can be defined from Inventory Management configuration.

Note

If you have the full ERP package installed, you will also find attributes definable from Order Preparation configuration

Here is the list and description of each available attribute :

Attribute Description
Barcode Product barcode, used in all screen where scan function is available
Weight Product weight, used in the packing step available through the order preparation process
Volume Product volume, used in the picking list available through the order preparation process
Package number Number of packages required, retrieved in shipping label templates available codes
Discontinued Set a product as discontinued if you don’t sell it anymore

Warning

Only attributes having mapping correctly done from configuration will be displayed in this tab.