Overview
This article explains the critical difference between using the Adjust and Replace inventory columns, and guides you on how to correctly calculate inventory updates by accounting for Committed and Exported units. This is essential for maintaining accurate Available unit counts for selling.
Understanding Adjust vs. Replace
Note: Using the Adjust column will not move your units 'out of the system'. It will only update your existing inventory. You must use the Replace column to move exported units to the archive.
Once you start using inventory and have a mix of orders interacting with these units, the process can become very complicated quickly. You will need to carefully examine the Inventory table before making adjustments.
Include Committed and Unexported units
When updating inventory, remember to include units that are Confirmed and Unexported.
- These are units that are still "in the system".
- They will continue to deduct and affect your resulting Available count.
Subtract Exported from Confirmed
The value in the Exported column tells you how many of your Confirmed units will be taken out of the system.
Example: If you have 9 units in Committed and 9 in Exported, you can expect your Confirmed total to turn to 0 on your next update.
Preview Changes
In the example below, we are looking to replenish inventory and replace 20 units into Starting Inventory.
- The first row still has 9 units that are Confirmed-Unexported, which will continue to deduct.
- The second row will see all 9 Committed-Exported units clear and no longer deduct.
Entering 20 units in Replace Inventory:
Entering 20 units in Replace Inventory would result in the following:
You can see here that the 9 Confirmed-Unexported units did not clear and are deducting from the 20 to give us 11 Available.
Entering 20 units in Adjust Inventory:
Entering 20 units in Adjust Inventory would result in the following:
You can see here that the units did not clear. The 20 is added to the Starting inventory, resulting in 30 units, and the Available inventory is 21 units.
The formula is:
Starting inventory- Confirmed units = Available inventory
How to Edit Replace Inventory to Get the Right Available Value
We recommend carefully setting orders to the right status so that updating inventory is done accurately. Once you've done this, here's an easy way to calculate what to enter into Replace Inventory to get the right Available value: