“Inventory Settings” is the configuration hub behind several features we’ve already seen. The Inventory Tags used for segmentation — the “Tag Info” dropdowns we’ve filled in when creating inventory or future inventory — are defined here. So are the conditions behind “Condition Availability”, which is available to users who have “Granular Inventory” enabled on their tenant.In this video, we’ll demonstrate how to create and manage Inventory Tags for segmentation, understand the “Category” and “Value Limits”, create and manage “Conditions” for granular availability, and see how the “Use Condition Availability” search filter applies settings when searching inventory. “Inventory Settings” is the configuration hub behind several features we’ve already seen. The Inventory Tags used for segmentation — the “Tag Info” dropdowns we’ve filled in when creating inventory or future inventory — are defined here. So are the conditions behind “Condition Availability”, which is available to users who have “Granular Inventory” enabled on their tenant. In this video, we’ll demonstrate how to create and manage Inventory Tags for segmentation, understand the “Category” and “Value Limits”, create and manage “Conditions” for granular availability, and see how the “Use Condition Availability” search filter applies settings when searching inventory. To navigate to the “Supply Demand” Inventory menu, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Inventory Settings”. To navigate to the “Supply Demand” Inventory menu, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Inventory Settings”. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. If we’re already within the Supply Demand menus, in the left nav, we’ll click “Inventory Settings”. This will bring us to the same place as the previous step. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. If we’re already within the Supply Demand menus, in the left nav, we’ll click “Inventory Settings”. This will bring us to the same place as the previous step. This is the “Inventory Settings” page. The “Inventory Tags” section has a Search bar, and displays every Tag Category that’s been created so far, along with its default value and how inventory is allocated across its Values. This is the “Inventory Settings” page. The “Inventory Tags” section has a Search bar, and displays every Tag Category that’s been created so far, along with its default value and how inventory is allocated across its Values. To create a new Inventory Tag and associated Inventory Allocation Values, we’ll click the “Create Inventory Tag” button on the top right. To create a new Inventory Tag and associated Inventory Allocation Values, we’ll click the “Create Inventory Tag” button on the top right. This will open a “Create Tag” side panel. All required fields are noted with a red star. We’ll discuss each section. This will open a “Create Tag” side panel. All required fields are noted with a red star. We’ll discuss each section. First, we’ll give our new Tag a required “Name”. We’ll then add a required “Tag Value”.In this example, our new Tag will be called “Online”, and the default “Tag Value” will be named “Storefront”, which will receive “50%” of the allocation for this Tag. First, we’ll give our new Tag a required “Name”. We’ll then add a required “Tag Value”. In this example, our new Tag will be called “Online”, and the default “Tag Value” will be named “Storefront”, which will receive “50%” of the allocation for this Tag. If we try to save with the percentages incomplete, we get an error. Allocation percentages must add up to exactly 100% for each Tag.In this example, “Storefront” would need to allocate “100%” of all inventory for this Tag, or we need to add additional “Tag Values”. If we try to save with the percentages incomplete, we get an error. Allocation percentages must add up to exactly 100% for each Tag. In this example, “Storefront” would need to allocate “100%” of all inventory for this Tag, or we need to add additional “Tag Values”. We’ll click “Add Tag Value” to add two more values — “Amazon” at “30%” and “Walmart” at “20%” — bringing the total to “100%”, then click the “Save” button on the bottom right. We’ll click “Add Tag Value” to add two more values — “Amazon” at “30%” and “Walmart” at “20%” — bringing the total to “100%”, then click the “Save” button on the bottom right. A maximum of three Categories and six Values can be saved at any time. When we update or create new Tags or Values, this record gets updated. A maximum of three Categories and six Values can be saved at any time. When we update or create new Tags or Values, this record gets updated. To make changes to an existing tag, we’ll click its inline “Edit” icon. To make changes to an existing tag, we’ll click its inline “Edit” icon. This opens the same panel we used to create the Tag, letting us update the Tag Name, adjust or remove existing Values and their allocations, or add new ones. This opens the same panel we used to create the Tag, letting us update the Tag Name, adjust or remove existing Values and their allocations, or add new ones. To remove a tag category entirely, we’ll click its inline “Delete” icon. To remove a tag category entirely, we’ll click its inline “Delete” icon. A confirmation modal appears, with a reminder that this action cannot be undone. Clicking “Delete” removes the Tag and it’s Values. A confirmation modal appears, with a reminder that this action cannot be undone. Clicking “Delete” removes the Tag and it’s Values. Next, we’ll review one way to apply Inventory Tags.In the left Nav, we’ll click “Inventory”. Next, we’ll review one way to apply Inventory Tags. In the left Nav, we’ll click “Inventory”. This is the “Inventory” page. We discussed this page in detail in a previous video. This is the “Inventory” page. We discussed this page in detail in a previous video. On the top right, we’ll click the “Create Inventory” button. On the top right, we’ll click the “Create Inventory” button. This will open the “Create Inventory” side panel. Towards the bottom of that panel, in the “Tag Info” section, is a dropdown where we can search and apply Inventory Tags.We can also apply Tags to new Future Inventory records. This will open the “Create Inventory” side panel. Towards the bottom of that panel, in the “Tag Info” section, is a dropdown where we can search and apply Inventory Tags. We can also apply Tags to new Future Inventory records. Back on the “Inventory Settings” page, the next section we’ll discuss is “Condition Availability”. The tenant needs to have “Granular Inventory” enabled, as well as the specific “Condition Availability” feature for this table to appear.Here, we can create “Conditions”, and choose whether they should be included when calculating available-to-sell inventory.In this example, we’ve already created a few conditions: “New”, “Second Copy”, and “First Copy”. Back on the “Inventory Settings” page, the next section we’ll discuss is “Condition Availability”. The tenant needs to have “Granular Inventory” enabled, as well as the specific “Condition Availability” feature for this table to appear. Here, we can create “Conditions”, and choose whether they should be included when calculating available-to-sell inventory. In this example, we’ve already created a few conditions: “New”, “Second Copy”, and “First Copy”. copy. We can add more Conditions by entering the Condition “Name”, and then clicking the “Add Condition” button. We can add more Conditions by entering the Condition “Name”, and then clicking the “Add Condition” button. The new Condition appears in the list with its “Include in Available” toggle set to “off” by default. The new Condition appears in the list with its “Include in Available” toggle set to “off” by default. Toggling “Include in Available” to “on” confirms with a success message at the top of the page.At this point, all Conditions are enabled except “First Copy”. Toggling “Include in Available” to “on” confirms with a success message at the top of the page. At this point, all Conditions are enabled except “First Copy”. To remove a Condition, we’ll click its “Delete” icon. To remove a Condition, we’ll click its “Delete” icon. A warning modal appears, asking us to ensure the Condition has no “Allocated Inventory” before we delete it.This same modal appears if we disable a Condition instead of deleting it. A warning modal appears, asking us to ensure the Condition has no “Allocated Inventory” before we delete it. This same modal appears if we disable a Condition instead of deleting it. Again, we’ll head back to the “Inventory” page to see how these Conditions affect a real inventory search.In the left Nav, we’ll click “Inventory”. Again, we’ll head back to the “Inventory” page to see how these Conditions affect a real inventory search. In the left Nav, we’ll click “Inventory”. Back on the “Inventory” page, we’ll add a product or products to search for, and then click “Show Advanced”. Back on the “Inventory” page, we’ll add a product or products to search for, and then click “Show Advanced”. The “Advanced” section allows us to add “Part Numbers”, “Future Date Ranges”, toggle “Exclude expired inventory” and “Use condition availability”. The last one, “Use condition availability”, is what we use to Filter on “Conditions”.Note: “Exclude expired inventory” is toggled “on” by default, but can be disabled if desired. The “Advanced” section allows us to add “Part Numbers”, “Future Date Ranges”, toggle “Exclude expired inventory” and “Use condition availability”. The last one, “Use condition availability”, is what we use to Filter on “Conditions”. Note: “Exclude expired inventory” is toggled “on” by default, but can be disabled if desired. We’ll leave “Use condition availability” unchecked for now, and click the “Search” button to run the inventory search. We’ll leave “Use condition availability” unchecked for now, and click the “Search” button to run the inventory search. Inventory Records for each product and location are returned, and we can see there is currently two-thousand, five-hundred and fifteen units currently on-hand and available. Inventory Records for each product and location are returned, and we can see there is currently two-thousand, five-hundred and fifteen units currently on-hand and available. Clicking the “View” icon for the product and location will allow us to view more details. Clicking the “View” icon for the product and location will allow us to view more details. This opens a side panel with a “Summary” of the “Inventory Metrics”. We discussed this panel in detail in a previous video. This opens a side panel with a “Summary” of the “Inventory Metrics”. We discussed this panel in detail in a previous video. Clicking on the “Granular” tab, again with “Use condition availability” disabled, we can see every record, regardless of condition — including two “New” records, one “First Copy”, and one “Second Copy”, each with its own “on hand”, “available”, “allocated”, and “status”. Clicking on the “Granular” tab, again with “Use condition availability” disabled, we can see every record, regardless of condition — including two “New” records, one “First Copy”, and one “Second Copy”, each with its own “on hand”, “available”, “allocated”, and “status”. Back on the search page, we’ll enable “Use condition availability” and then click the “Search” button.The available quantity drops from two-thousand, five-hundred and fifteen, to one-thousand, seven-hundred and fifteen, since we’ll now be excluding any “First Copy” Inventory Conditions, as that Condition was not “enabled” in “Condition Availability”. Back on the search page, we’ll enable “Use condition availability” and then click the “Search” button. The available quantity drops from two-thousand, five-hundred and fifteen, to one-thousand, seven-hundred and fifteen, since we’ll now be excluding any “First Copy” Inventory Conditions, as that Condition was not “enabled” in “Condition Availability”. We’ll click the “View” icon once more to confirm the change at the granular level. We’ll click the “View” icon once more to confirm the change at the granular level. Now the “Granular” tab shows only the two records tied to included conditions — “New” and “Second Copy” — with the excluded “First Copy” record removed from view entirely. Now the “Granular” tab shows only the two records tied to included conditions — “New” and “Second Copy” — with the excluded “First Copy” record removed from view entirely.
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