Product Inventory Availability Report (old user interface)

Table of Contents

• Why did we introduce a Product-level report?
• How it works
• Finding the report
• Column definitions
• Total for Sale Configuration
• Managing Trade Samples in Availability Reports

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).

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

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

🧭 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.

Managing Trade Samples in Availability Reports

Overview

Trade Sample packages are often used for marketing or compliance purposes and are not considered true sellable inventory. However, when marked as Available to Sell, these packages have historically been included in both Total for Sale and Ordered Quantity values in the Inventory Availability and Product Availability reports.

To give you more control and more accurate reporting, Canix now provides a configurable setting in Facility Management that determines whether Trade Samples should be included in these totals.

The New Setting

Setting Name: Include Trade Samples in Total for Sale / Ordered Quantity

Location:

• Navigate to Facility Management → Inventory/Availability Preferences

• Toggle the setting ON or OFF based on your reporting needs

Setting Behavior

When ON (default)

• Trade Sample packages marked Available to Sell are included in Total for Sale.

• Line items toggled as Promo Item or Retailer Sample on sales orders are included in Ordered Quantity.

• This maintains the current behavior.

When OFF

• Trade Sample packages are excluded from Total for Sale, even if marked Available to Sell.

• Line items toggled as Promo Item or Retailer Sample on sales orders are excluded from Ordered Quantity.

• Users see a more accurate reflection of what’s actually available to sell and what’s truly ordered.

Important Considerations

Using the Promo Item / Retailer Sample Toggle

To take full advantage of this setting, it’s critical to use the Promo Item or Retailer Sample toggle on sales order line items.

• If the toggle is used: Ordered quantities will update correctly when the setting is OFF, ensuring promo or sample items are not counted toward customer demand.

• If the toggle is not used: Ordered quantities may still include those items, inflating your Ordered totals.

Best Practice: Always toggle line items that represent promotional or sample products.

Benefits of Turning the Setting OFF

• Prevents Trade Samples from overstating Total for Sale values.

• Ensures Ordered Quantity reflects actual customer demand rather than marketing or sample allocations.

• Provides clearer visibility into sellable inventory for both internal teams and external reporting.

Tooltip Reference

When hovering over the setting in Facility Management, you’ll see this explanation:

Controls whether Trade Sample packages marked Available to Sell are counted toward the Total for Sale, and whether Promo Item / Retailer Sample toggled line items are counted toward Ordered Quantity in availability reports. Turn off to exclude Trade Samples from sellable and ordered inventory totals.

Example Scenario

• Scenario A (ON):

  • A Trade Sample package marked Available to Sell = 1 unit.

  • A sales order with a line item toggled as Promo Item = 5 units.

  • Total for Sale = +1

  • Ordered Quantity = +5

• Scenario B (OFF):

  • Same Trade Sample package = 1 unit.

  • Same sales order line item = 5 units.

  • Total for Sale = 0 (Trade Sample excluded)

  • Ordered Quantity = 0 (Promo Item excluded)

Summary

This new setting ensures your availability reports better match your business reality. By turning it OFF and using the Promo Item / Retailer Sample toggles on sales orders, you can eliminate inflated totals and gain confidence that your reports reflect only truly sellable and customer-ordered inventory.