Understanding Inventory Levels and Order Status Impact [Information]

Modified on Wed, 25 Mar at 1:42 PM

techOMS tracks inventory movements and availability to ensure accurate order fulfillment and stock management. Understanding how different order statuses and actions affect your inventory levels is crucial for maintaining accurate stock counts across your network.

This article explains the definitions of different inventory levels and how operational actions, such as shipments and receipts, impact those quantities.

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	AI-Assisted & Human-Reviewed: For general information only. Please double-check important details.

TABLE OF CONTENTS

Inventory Level Definitions
Shipments and Receipts Status Impact

Inventory Level Definitions

The inventory engine in techOMS relies on four core metrics to determine stock availability:

Total Quantity: The absolute physical count of an item currently residing in a warehouse.
Allocated Quantity: The amount of inventory reserved for open sales orders that have not yet been fulfilled.
Available Quantity: The sellable stock that is ready to be committed to new orders (calculated as Total Quantity minus Allocated Quantity).
Incoming Quantity: The expected inventory from active purchase orders that are in transit but have not yet been received.


	In techOMS, the definitions above primarily apply to physical warehouses. For virtual warehouses, these quantities represent the real-time aggregated sum of their physical members. For detailed calculation rules, please refer to Understanding Virtual Warehouses and Virtual Inventory [Information].

For a visual overview of how stock management interacts with other subsystems, refer to techOMS Feature Operations Diagram [Information].

Shipments and Receipts Status Impact

As orders progress through their lifecycle in techOMS or an Integrated System, the inventory levels automatically adjust to reflect the physical and logical reality of your stock.


	Shipments and receipts are processed strictly against physical warehouses. Virtual warehouses are currently read-only and do not alter the operational workflow of an order.

The following table details how specific order statuses impact your physical inventory metrics:

STATUS	BY SHIPMENT (SO)	BY RECEIPT (PO)
New	No impact.	No impact.
Ready To Send	Allocated Quantity increases. Available Quantity decreases. (Shipments not yet sent to fulfillment channel due to error).	Incoming Quantity increases. (Receipts not yet sent to fulfillment channel due to error).
Sent To Warehouse	Allocated Quantity increases. Available Quantity decreases.	Incoming Quantity increases.
Receiving	N/A	Total Quantity increases. Incoming Quantity decreases equal to the amount processed in the finalized receipts.
Shipped (SO) / Received (PO)	Allocated and Total Quantities are reduced.	Total Quantity increases. Incoming Quantity decreases.
Short Shipped (SO) / Short Received (PO)	Allocated Quantity decreases completely. Total Quantity decreases by the shipped amount. Available Quantity increases by the difference.	Incoming Quantity decreases completely. Total Quantity increases by the received amount.
Cancelled	Allocated Quantity decreases. Available Quantity increases.	Incoming Quantity decreases.


	For a detailed definition of what each status means within the order lifecycle, please refer to Sales and Purchase Order Statuses Definitions [Information].