Table of Contents
Introduction (1 min)
Turning On Stock Tracking (1 min)
Tracking Stock for Products (3 mins)
In Bulk (2 mins)
Individually (1 min)
Preventing Overselling (1 min)
Customer View (1 min)
Adjusting Stock Levels (1 min)
Stock Notifications (1 min)
Finding Stock-Tracked Products (1 min)
Standing Orders and Stock (1 min)
Editing Orders and Stock (1 min)
Third-Party Integrations (1 min)
Turning On Stock Tracking
If you’re an Admin or Owner user:
Navigate to Settings > General > Features
Scroll down and click on Edit Features
Enable Track product stock levels
Save your Features settings
Tracking Stock for Products
There are two ways to track stock for a product:
In Bulk
Go to Products, then select the products you want to add stock quantity for
Click on Export and select Products CSV
Edit the CSV and add a new last column called Stock
Update the quantity of your product(s) in the Stock column
Note: If this product is sold by weight or volume, you can enter a decimal value
Note: To continue selling a product past 0 or to hide stock quantities from customers, edit each product separately post-import and tick the Continue selling when out of stock checkbox
Save the CSV
Go to Settings > Import and select Products from the drop-down
Drop the file into Step 2 or click Browse computer to find and upload it
Click Upload file to complete the upload
For more information on bulk updating products, visit here.
Note: You can update quantities in bulk, but you can't enable Track stock levels in bulk.
Individually
Go to Products and select the product you want to track stock for
In Pricing and availability, enable Track stock levels for this product
Enter the Quantity available
Note: If this product is sold by weight or volume, you can enter a decimal value
Note: To continue selling a product past 0 or to hide stock quantities from customers, tick the Continue selling when out of stock checkbox
Save your changes
Note: You don't have to set up as many, or as few, as you want. If you’re not tracking stock quantities, you’ll still be able to update stock to be In Stock or Out of Stock as you can today.
Preventing Overselling
By tracking stock on your products and not continuing to sell when out of stock, your customers will only be able to submit orders for available products and quantities. For example, if the starting quantity was 5 and an order is submitted for 4, the Quantity available will show as 1.
Note: If you continue selling when out of stock, the quantity will go below 0. For example, if the starting quantity was 5 and an order is submitted for 10, the Quantity available will show as -5.
Customer View
What your customers see depends on whether your product is set to continue selling when out of stock. If it is, they will see the product displayed without any stock quantity warnings.
If not, they will see a warning message:
There are x left, and they need to update their cart with a new quantity
The product is out of stock and should be removed from their cart
Example: Customer view on the web.
Adjusting Stock Levels
To adjust stock levels, find the product you want to update and modify the Quantity available field with the new amount of stock.
Stock Notifications
If the Continue to sell when out of stock checkbox is unticked, you’ll receive a reminder in the Notifications Centre (🔔) when the product is out of stock.
Note: There are no notifications for products you’re tracking and continuing to sell when out of stock.
Finding Stock-Tracked Products
Go to Products
Click on the search field
Select Stock tracking and type true
Run the search
The results will show which products you're tracking stock for.
Standing Orders and Stock
Currently, standing orders do not reduce stock levels. Support for standing orders and stock tracking is not built.
Editing Orders and Stock
Editing a customer’s order will not automatically reduce stock. You need to manually update the stock quantity for the product you’ve edited.
Using Stock Tracking with Integrations
If you're using an integration that supports stock tracking:
Stock syncs hourly from your external system (e.g., ERP).
Between syncs, Ordermentum continues to adjust stock levels in real time as orders are placed.
Each purchaser can be assigned a specific stock location, which determines the stock used during order validation and placement.
The stock quantity shown in your product list reflects the default stock location only.
When a venue places an order, stock levels are checked against the location assigned to that venue, if one is set.
You can assign a stock location by editing the purchaser and selecting a value in the “Stock locations” field under the “Payment & Trading Terms” section.
Currently, Netsuite, Cin7 Core and MYOB Business integrations support stock tracking. Unleashed stock tracking is coming soon!