Understanding Inventory Levels and Order Status Impact [Information]

Modified on Tue, 13 Jan at 3:57 PM

This content defines the different Inventory Levels in techOMS and explains how Sales Order (SO) and Purchase Order (PO) statuses affect these quantities.

This article is divided into the following sections:

Inventory Level Definitions
Shipments & Receipts Status Impact

I. INVENTORY LEVEL DEFINITIONS

In techOMS, inventory is categorized into four distinct levels to help you track stock availability and movement:

Total Quantity: The total amount of a specific item currently on hand in the warehouse.
Allocated Quantity: The amount of stock that has been allocated to a shipment but has not been shipped or cancelled yet.
Available Quantity: The stock that is not allocated and is ready for allocation on new orders.
Incoming Quantity: The quantity that is on its way to the warehouse but has not yet arrived.

II. SHIPMENTS & RECEIPTS STATUS IMPACT

The specific status of a Shipment (for Sales Orders) or a Receipt (for Purchase Orders) directly triggers changes in your inventory numbers.

The table below details how each status impacts the inventory levels defined above:

	IMPACT ON INVENTORY LEVELS
STATUS	BY SHIPMENT (SO)	BY RECEIPT (PO)
New	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.

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