Template:Inventory Update

• Schedule - Select the Active checkbox to export inventory levels to {{{1}}} on a set schedule. Click the Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

  NOTE: When setting up the {{{1}}} integration for the first time, you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that it includes all of your products (or any applicable product tree filter) when updating inventory levels.

• Export Company Wide Inventory - Include inventory quantities from all location groups in the inventory sync. If this option is unchecked, selected location groups can be added by clicking the Add button.
• Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale, Inventory On Hand, or Available To Pick:
  • Available For Sale - The quantity available is calculated as On Hand - Allocated - Not Available + Drop Ship.
  • Inventory On Hand - The total amount of inventory in stock.
  • Available To Pick - Calculated as On Hand - Committed for inventory in locations that are marked as Pickable.
  • Available To Kit - In Fishbowl, kits are comprised of various inventory items, so the kit itself isn't displayed in the Inventory module. However, Fishbowl will always export an Available to Kit number to Inventory Update. The available quantity exported for kits will be the lowest available quantity for any of the items in the kit. For example, a Wheel kit may require 1 rim and 1 tire. If there are 100 rims available, but only 5 tires, then the quantity exported for the Wheel kit will be 5. The available quantity for a configurable kit will be the lowest available quantity for the default kit items.
• Product Tree Filter - The export can be limited to a specific product tree category. If this field is left blank, all products will be included in the export.
• Specify Min/Max Inventory Quantity - With this option enabled, the maximum inventory quantity sent to {{{1}}} can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in {{{1}}} could be set to 999. If there is an available quantity of 3 in Fishbowl, the minimum quantity field could be used to send a quantity of 10 to {{{1}}}.
• Include Quantities Available To Build - When enabled, this option calculates and includes available-to-build quantities from applicable bills of materials in the inventory update. When a product is sold individually but also used as an input for a bill of materials, both quantities are pushed to the channel when applicable. Please note, this could lead to overselling in the scenario described.