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Product Inventory Availability Report

Luke
  • Updated

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Why did we introduce a Product‑level report?

Before this enhancement, the Inventory Availability – Available to Sell (Items) report updated the Ordered column for every linked item whenever a Shop or Sales Order contained the parent Product. Because the same line‑item quantity was copied to each linked item, totals were artificially inflated and sales reps could not tell how much had actually been sold.

The Product Inventory Availability report tracks orders once at the Product level. This offers:

  • Accurate demand visibility – No more double‑counting across SKUs.
  • Cleaner forecasting – Plan production and purchasing from a single, trustworthy figure.
  • Simpler workflows – Sales reps can quote confidently without reconciling math.

How it works

Two examples of how the Ordered quantity on the Product Availability report is impacted during Order placement (Shop or Sales Order).

Action What happens in Product Availability report What happens in Item Availability report
Submit order with Product A (Linked to Item A and Item B) (Qty 100) Ordered for Product A increases by 100

Ordered for Item A or Item B does not increase. 

Why doesn't the Ordered Quantity increase in this flow?

  • When multiple Items are linked to a single Product, increasing the Ordered Quantity for each linked Item would inflate the numbers. For example:
    • If Product A is linked to both Item A and Item B, and an order is placed for Product A, Canix does not increase the Ordered Quantity of each linked Item.
    • Otherwise, the same order would be counted multiple times—once for each Item—resulting in an inaccurate total.
    • Instead, the Ordered Quantity is tracked at the Product level to ensure data integrity across linked relationships.
Action What happens in Product Availability report What happens in Item Availability report
Submit order with Item A (Linked to Product A) (Qty 100) Ordered for Linked Product A increases by 100 Ordered for Item A increases by 100

Finding the report

  1. Navigate to Inventory ➜  Product Availability.

The Product‑level report sits alongside the familiar item‑level version and shares the same filters, date range picker, and export options.

Column definitions

Column Definition Formula
Total for Sale Active packages of all linked items with Available to Sell status (or equivalent Custom Status) OR Available to Sell Packages AND Allocated Packages (determined below, in the Total for Sale rule) Determined Below
Ordered Quantity ordered for the Product and Linked Items across all Requested, Created, Approved, and Filled Shop Orders & Sales Orders Sum of Product + Item line‑item quantities
Unordered Inventory not yet committed to an order Total for Sale – Ordered

 

Total for Sale Configuration

 

 

To support more accurate and customized inventory reporting, Canix allows facilities to choose how the “Total for Sale” value is calculated — giving you control to match your operational and sales definitions of inventory availability.

Administrators can configure this behavior in Facility Settings by selecting one of two options for calculating "Total for Sale" inventory.

Setting Location

Go to:

Facility Management > Facility Settings > Total for Sale Rule

You’ll find a new toggle with the following options:

Option 1

  • Label: Available to Sell packages (or equivalent Custom status) only

  • Subtext: The sum of all Available to Sell packages or equivalent Custom Status of the Product or Item in the Facility.

What this means:
Only packages that are actively marked as Available to Sell (or their Custom Status equivalent) will count toward “Total for Sale”.

Option 2

  • Label: Available to Sell and Allocated packages

  • Subtext: The sum of all Available to Sell packages or equivalent Custom Status and Allocated packages of the Product or Item in the Facility.

What this means:
Packages that are Allocated (e.g., held for a sales order but not yet transferred) will also be included in the "Total for Sale" count.

Tooltip Text

Hover over the info icon next to this setting to view:

What this setting controls
Determines which packages are counted in the Total for Sale value shown in the Product and Item Inventory Availability Reports. You can choose whether to include only “Available to Sell” packages (or an equivalent custom status) or also include packages marked as “Allocated.” This helps align reporting with your facility's sales workflow and operational definitions of availability.

Note: Changes to this setting may take up to one minute to update inventory data across the facility.

📊 Where This Affects Reporting

The chosen setting impacts the following areas:

  • Product Inventory Availability Report

  • Item Inventory Availability Report

  • Unordered on Sales Orders metric

Each report will recalculate and display Total for Sale using your selected option, ensuring consistent visibility across your workflows.

🔍 Behavior by Selection

Selected Option Package Statuses Counted in “Total for Sale”
Option 1  Available to Sell (or Custom Status equivalent) only
Option 2 Available to Sell + Allocated packages

🧭 Best Practices

  • Use Option 2 if your team regularly reserves product before transferring it and wants that inventory reflected in reports.

  • Stick with Option 1 if your sales process only considers truly unallocated inventory as available for sale.

  • After changing this setting, allow up to one minute for the update to reflect across all reports.

If you have any questions or need help determining which option best fits your workflow, reach out to Canix Support.

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