Restock Report - Stock Status Definitions

Note: You must be subscribed to Insights to have access to the Restock Report. 

When viewing the Restock Report, you can filter your items by Stock Status to focus only on the data you want to see by clicking the different options towards the top of the report.

The available Stock Statuses include:

• No Stock - MSKUs that have no units on-hand currently.
  
  
• Restock Now - MSKUs that need to be restocked now based on the set Lead Time in your Settings.
  
  
• Restock Soon - MSKUs that will need to be restocked soon based on the number of days entered for Restock Soon in your Settings.
  
  
• On Order - MSKUs that have been marked as ordered from a supplier, but have not yet been received. For more information on the process, please see the information below under the "On Order Workflow" section.
  
  
• Stocked - MSKUs that have 1+ quantity on-hand.

On Order Workflow

As you restock items, you can mark them as On Order on the Restock Report.

Mark As On Order/Edit On Order Status

To begin, navigate to the Restock Report by clicking Insights from the top menu, then select Restock Report.

Locate the item on the report and click the three dots next to an MSKU to reveal the Row Actions menu.  Then, select Mark As On Order or Edit On Order Status.

When the window appears, enter your Purchase Date, Quantity, and a Note for the order. After entering these details, click Mark as On Order to save them.

Once done, you'll see the ordered quantity entered under the On Hand column and the purchased date under the Stock Status column.  Clicking either of these links will allow you to edit the purchase information.

If you edit an order, be sure to click Save Changes so the changes stick.

You can also delete the order completely by clicking Remove Order.

Depending on what you have set up under Settings>Insights, the On Order status will continue to be used an MSKU on the Restock Report until it is listed using Stratify, added/edited in Unlisted Inventory, or manually removed from the report.

Automatically Update On Order Items

If you have the Automatically Update On Order Items option under Settings>Insights set to either "Always update" or "Always ask to update" your items will be taken out of On Order Status automatically when they are listed using Stratify or added/edited in Unlisted Inventory.

Updating On Order Status by Listing

When the Automatically Update On Order Items setting is set to either "Always update" or "Always ask to update", the On Order status will update for an MSKU on the Restock report automatically after it has been listed in a submitted batch in Stratify.

If "Always ask to update" is selected, you'll see the following message to confirm if you want to remove or keep the On Order status for the MSKU(s) in the batch that has an On Order status on the Restock report:

If multiple items will be affected, clicking the arrow next to Items On Order will display each item along with the Product Title, Purchased Date, Qty, and Note if one was entered:

Clicking Remove Status will take the items listed out of On Order status on the Restock Report.

Clicking Keep Status will keep the existing On Order status for the items on the Restock Report.

Updating On Order Status from Unlisted Inventory

When the Automatically Update On Order Items setting is set to either "Always update" or "Always ask to update", the On Order status will update for an MSKU on the Restock report automatically after replenishing the MSKU on the Inventory>Unlisted Inventory page. 

For steps to replenish Unlisted Inventory MSKUs, please see- Unlisted Inventory - Entering Multiple Buy Costs

If "Always ask to update" is selected, you'll see the following message to confirm if you want to remove or keep the On Order status for the MSKU(s) in the batch that has an On Order status on the Restock report if "Always ask to update" is selected after creating a new Replenishment Row:

Clicking Remove Status will take the items listed out of On Order status on the Restock Report.

Clicking Keep Status will keep the existing On Order status for the items on the Restock Report.