Where to find it
In the admin sidebar, under Commerce, select Inventory.To open this screen, your role needs View only or Full access for Inventory. To change quantities, change tracking and selling settings, or delete inventory, it needs Full access. On the Roles screen, Inventory is in the Commerce card. Open the card and set access from the Inventory area’s menu, not the card’s.
What’s on the screen
Inventory is kept per warehouse. The screen opens on your company’s first warehouse. The warehouse’s name appears next to the Inventory title. Click it to open a list of your warehouses, with each one’s city and country, and choose another. At the top of the page:- Export downloads the selected warehouse’s inventory as a CSV file.
- Save Changes appears when you’ve changed a quantity that you haven’t saved yet.
- The product’s image.
- Name: the product’s name, with the variant’s name as a badge when the variant has one.
- SKU: the variant’s SKU, or — when it has none.
- Unavailable: split into four categories: Damaged, Quality control, Safety stock and Other.
- Committed: you can’t edit this column.
- Available: type a new total, or adjust it from the field’s menu.
- On Hand: the total of Available, Unavailable and Committed. You can also type a new total here.
Tasks
Quantity changes stay on the page until you click Save Changes. Tracking, selling and delete actions save as soon as you confirm them.Change available or on-hand stock
1
Choose the warehouse
Click the warehouse name next to the title and choose the warehouse.
2
Enter the new quantity
In the item’s row, click the Available or On Hand field, type the new total, and press Enter. When you change Available, On Hand updates to match. When you change On Hand, Available updates instead.
3
Or adjust by an amount
Click the arrow next to the field instead. For Available, leave the first menu on Adjust Available. In Adjust By, enter the amount to add, or a negative amount to remove, and press Enter. Click outside the menu to apply it. Available and On Hand both change by that amount.
4
Save
Click Save Changes. A confirmation message appears.
Move stock to unavailable
1
Open the Available menu
Click the arrow next to the item’s Available field.
2
Choose Move to Unavailable
In the first menu, choose Move to Unavailable.
3
Enter the quantity and reason
Choose a Reason from the list every time: Other, Damaged, Quality control or Safety Stock. Then enter the Quantity and press Enter. You can’t move more than the item’s available stock.
4
Apply and save
Click outside the menu. Available goes down and Unavailable goes up by the same amount; On Hand doesn’t change. Click Save Changes.
Manage unavailable stock
1
Open the breakdown
Click the item’s Unavailable value. The Unavailable inventory menu lists each category and its count.
2
Choose a category and action
Click a category’s count, then choose an action:
- Add inventory adds units to the category. On Hand goes up too.
- Move to Available moves units from the category back to Available. It appears only when the category has units.
- Delete inventory removes units from the category. On Hand goes down too.
3
Enter the quantity
Enter the Quantity and press Enter. To move or delete, you can’t enter more than the category holds; the menu shows the limit.
4
Save
Click Save Changes.
Turn tracking or out-of-stock selling on or off
1
Choose the action
Open a row’s actions menu and choose the tracking or selling action. To change several items, select their rows and use the table header’s menu.
2
Confirm
In the dialog, click Start Tracking, Stop Tracking, Continue Selling or Stop Selling. A confirmation message appears.
Export inventory
Click Export. Fluid downloads a CSV file namedinventory_export_ followed by today’s date, with the selected warehouse’s inventory.
Delete inventory
1
Choose Delete
Choose Delete from a row’s actions menu, or select several rows and choose Delete from the table header’s menu.
2
Confirm
In the Delete Inventory? dialog, click Delete.
Frequently asked questions
Why is a row grayed out with no quantities?
Why is a row grayed out with no quantities?
Fluid doesn’t track inventory for that variant. To start tracking it, choose Track inventory from the row’s actions menu.
Why can't I edit Committed?
Why can't I edit Committed?
Committed is shown for reference only. Change Available, On Hand or Unavailable instead.
Does my company need a warehouse?
Does my company need a warehouse?
Yes. Inventory is kept per warehouse, so your company needs at least one warehouse. Set one up on the Warehouses screen.