Creating Inventory Records

Use Business Manager to create an inventory list.
  1. Select site > Merchant Tools > Products and Catalogs > Inventory Lists.

    If you see unavailable fields, you have read-only permission. You can search for inventory lists and view their details. You can't modify, delete, or create new inventory lists. If you have mixed permission to access one module (via different roles), the higher level access is granted. See your administrator if you require write access.

    For read-only access, the role still needs the functional permissions, either Manage_Inventory (for all inventory lists globally) or Manage_Site_Inventory for selected sites.

  2. On the Inventory Lists page, click New to create a new inventory list.
    To edit an existing inventory list, click the inventory list ID or click Edit beside the inventory list ID.
  3. On the General tab:
    1. Enter the ID and a description.
    2. Select Default In-Stock if you want to set all products as available (in-stock) that are not contained in the inventory list of the current site.
    3. Select Use Bundle Inventory Only if you want to use the inventory record of the product bundle to determine whether the bundle is available, instead of using the inventory records of products within the bundle.
      For example, if this is selected, it's possible for none of the individual products in the bundle to be available, but for the bundle itself to still be available.
    4. Select On Order Inventory Enabled if you want to activate inventory soft allocation for orders.
      If selected, inventory transactions are finalized during order export, otherwise during creation of the order in the storefront. See On Order Inventory.
  4. On the Attributes tab, you see attributes once you have defined custom attributes.
  5. On the Site Assignments tab, select one or more sites.
    A site can use only one inventory list to determine availability data. However, an inventory list can be assigned to multiple sites to share its availability data.
  6. On the Records tab, select In Inventory List and click Find.
    A list of products included in the inventory list appears.
  7. To assign records:
    1. Select Not in Inventory List and click Find.
      A list of products, from which you can select appears.
    2. Click a product ID.
    3. On the product details page, click the Inventory tab.
    4. Click Create beside a product for which you want to add an inventory record.
    5. On the New Record page, select Perpetual and specify a value for Allocation.
      To use the Is Available option in your storefront, set each product's Perpetual flag.
    6. Click Create.
    7. Specify the inventory record settings: pre-order/backorder handling and allocation and in-stock date.
    8. Click Apply.
    9. Click <<Back to return to the Inventory Lists page for the product.
    10. Assign the inventory list to a storefront site if this wasn't done already.
  8. On the Inventory Lists page, click the History tab.

    If you have enabled change history for inventory lists, you see the creation date and the date of the last update.

    Following this information, you see a link that shows the change date, user ID, and the number of changes.

    Click this link to see more details:

    • Date and time
    • User ID
    • Action: see the update actions in Viewing Change History.
    • Object: see the objects that are updated per action in Viewing Change History.
    • Scope: inventory lists affected
    • Show details link: click to see metadata details.