Stock, Orders, Track and Trace
      Back to home
      1. Help Center
      2. Channelize
      3. Stock, Orders, Track and Trace

      Adjusting your stock levels and synchronizing your stock

      In this article we'll handle different stock situations and where to adjust your stock.

      Accessing the Stock Setup Screen.

      • To open the stock management screen, navigate in the dashboard to Settings > Stock & Order Management.

      Stock screen navigation

      Understanding the Stock Management Screen

      In the Stock Management screen, the channels on the left are always the Senders and the channels at the top are the Receivers.

      • Senders: Channels on the left side
      • Receivers: Channels at the top

      Receivers


      Your inventory needs to be synchronized to work effectively for your business. Within e-tailize, you can have different setups that determine where you can adjust your inventory. To know more about Stock Source of truth you can refer to the article - Understanding 'Source Of Truth.'

       

      Setup 1: ERP System or Warehouse Management System Syncs Inventory to Your Webshop and Marketplaces

      In this setup, you have an ERP or WMS system connected to your webshop. This ERP/WMS system updates the product inventory in your webshop. The inventory then needs to be synchronized with e-tailize and all your marketplaces.

      Note: A WMS system like Lyra or Picqer can be directly connected to e-tailize and requires a different setup.

      Stock Management Screen Setup:

      1. In the Stock Management screen, select "Use Source of Truth".
      2. Select the webshop as the Source of Truth.
      3. Enable all available toggles.
      4. Save the Stock Management screen.

      To align your inventory, follow these steps:

      1. Ensure that the inventory between the ERP/WMS system and the webshop is consistent.
      2. Adjust the inventory in the ERP/WMS system so that it updates in the webshop.
        • This will send absolute values to e-tailize and all marketplaces, synchronizing your inventory.

      Once your inventory is synchronized, any manual inventory changes should only be made in the ERP/WMS system.

      Setup 2: Webshop Syncs inventory to e-tailize and all marketplaces

      In this setup, you have a webshop connected to e-tailize, and all your marketplaces are connected to e-tailize. You want to synchronize product inventory between your webshop, e-tailize, and all connected marketplaces.

      Stock Management Screen Setup:

      1. In the Stock Management screen, select "Use Source of Truth".
      2. Select the webshop as the Source of Truth.
      3. Enable all available toggles.
      4. Save the Stock Management screen.

      To align your inventory, follow one of these steps:

      1. Import a .csv file directly into the webshop to synchronize inventory between e-tailize, your marketplaces, and your webshop.
      2. Manually adjust the inventory in the webshop.
      3. Wait for an order of the product.

      Note: A webshop always synchronizes the absolute inventory figure to e-tailize and the marketplaces. Once your inventory is synchronized, any manual changes should be made in your webshop.

      Setup 3: Warehouse Management System Syncs Inventory to e-tailize and All Marketplaces

      In this setup, you have a Warehouse Management System (like Picqer or Lyra) connected to e-tailize, and all your marketplaces are connected to e-tailize. You want to synchronize product inventory between your WMS and all other channels connected to e-tailize.

      Stock Management Screen Setup:

      1. Enable the toggles from the Warehouse Management System (left side) to all connected channels (top).

      To synchronize your inventory, do one of the following:

      1. Adjust the inventory in the Warehouse Management System.
      2. Wait for an order of your product. The WMS will send the updated inventory levels of that product to e-tailize and all connected marketplaces.

      Setup 4: e-tailize Syncs Inventory with All Marketplaces

      In this setup, you do not have a webshop or WMS. You use e-tailize to synchronize inventory between all marketplaces.

      Stock Management Screen Setup:

      1. In the Stock Management screen, select "Use Source of Truth".
      2. Select PIM as the Source of Truth.
      3. Enable all available toggles.
      4. Save the Stock Management screen.

      To align your inventory, follow one of these steps:

      1. Import a .csv file directly into e-tailize to synchronize inventory between e-tailize and your marketplaces.
      2. Go to Products, click on 'quick edit' or 'edit,' and adjust the inventory for your products.
      3. Wait for an order; the inventory will then synchronize for the product.

      ⚠️ Note: If you still need assistance with setting up the stock forwarding screen then you can get in touch with us with the details present in the article - Assistance on Setting Up the Stock & Order Menu?