Inventory Management
Feature Overview
SellingPilot (hereinafter referred to as SP) provides convenient inventory management, supporting multi-platform inventory synchronization and real-time updates to avoid overselling and stockouts. The system enables unified management of multiple warehouses and stores, improving inventory turnover rate and facilitating efficient operations.
How to Use Inventory Management
There are two scenarios for managing inventory in the SP system:
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Using SP for inventory management: Users add warehouses in SP, perform relevant inventory management and maintenance, and synchronize them to different channels and stores in real time.
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Inventory maintenance without warehouses: Virtual warehouse inventory, where users manually maintain and modify in SP without the need to add warehouses.
Before maintaining inventory, please complete the store authorization first. StoreIntegration，After successful authorization, SP will automatically import products. Then you can start setting up inventory management.
Using SP for inventory management
Step 1: Add a warehouse
How to add a Self-owned Warehouse?
Step 2: Warehouse product matching
After adding the warehouse, it is necessary to complete the matching relationship between the warehouse products and the products in the SP system.
Self-operated warehouse product matching
3PL warehouse product matching
Platform warehouse product matching (taking the SBN warehouse as an example here)
Note: Products imported into the product master list are deduplicated by SKU#. If products imported from different stores are the same but have different SKU#s, they will be displayed repeatedly in the product master list. Users can organize the content of the product master list by modifying the SP SKU in the listing.
How to delete duplicate SKUs in the product master list
If a SKU is sold in different stores simultaneously but appears multiple times in the product master list, this will affect warehouse matching and users' data viewing. Please make modifications according to the following steps:
Identify the SKU to be retained: In the product master list, determine the product that needs to be retained, and then copy its SP SKU.
Go to the channel list: Find the product in the listing list. If its SP SKU is inconsistent with the retained one, click to modify it.
Return to the product pool: When a product is not bound to any channel, users can delete the SKU to organize their list.
Step 3: Set up warehouse synchronization
After all the above settings are completed, users need to match the warehouses set in SP with the warehouses in the channel backend and enable inventory synchronization. Then, real-time synchronization of inventory across various channels will be realized.
Click Warehouse > Inventory > Inventory Sync. Users can set the synchronization status and synchronization rules.
Description of Inventory Sync List Fields
| Field | Description | Remarks |
|---|---|---|
| Platform | The channel where the authorized store is located | None |
| Store | Stores of various channels | If the warehouse is not synchronized, you can click the refresh button to synchronize |
| Store Warehouse | Self-delivery warehouse set by the user in the backend of the store's channel | Set in the channel backend, SP only synchronizes. If not synchronized, please click the refresh button after the store |
| Enable Auto Sync Inventory to Platform | After enabling, SP will automatically synchronize the available inventory of the matched warehouse to the channel in real-time according to the set rules. Click the edit button to set the synchronized SP warehouse | It is recommended to use it together with automatic inventory deduction |
| Sold-out Threshold | When the actual available inventory of the warehouse is less than this value, the channel inventory will be automatically set to 0 For example, if the actual available inventory of the warehouse is 10 and this is set to 5, the system will automatically change the channel inventory to 0 |
Setting this value can effectively avoid overselling |
| Max Inventory | When the actual available inventory of the warehouse is greater than this value, the channel inventory will be automatically set to this value For example, if the actual available inventory of the warehouse is 10 and this is set to 5, the system will automatically change the channel inventory to 5 |
Avoid excessive inventory exposure and reduce operational risks |
| Self-owned Warehouse | Select the self-operated warehouse that matches its store warehouse. In the later stage, the inventory of this self-operated warehouse will be automatically synchronized to the corresponding store warehouse | Multiple warehouses can be matched |
| Platform Warehouse | Select the platform warehouse that matches its store warehouse. In the later stage, the inventory of this self-operated warehouse will be automatically synchronized to the corresponding store warehouse | Multiple warehouses can be matched |
| 3PL Warehouse | Select the overseas warehouse that matches its store warehouse. In the later stage, the inventory of this self-operated warehouse will be automatically synchronized to the corresponding store warehouse | Multiple warehouses can be matched |
| Warehouse by Channel | That is, treat a certain store warehouse as the source warehouse and share its inventory | Multiple warehouses can be matched |
| Enable Auto Deductions Inventory | When an order from this store that matches this warehouse is synchronized, the inventory of the SP warehouse will be deducted synchronously | After a new order is imported, the system will automatically check the inventory status. Orders with failed deductions will enter the Pending status |
Inventory maintenance without warehouses
In this scenario, users do not add any warehouses in the SP system and manually maintain the product inventory of each channel store entirely by themselves.
Manually update inventory across various channels
Click Products > Listing Management, select the channel for which you need to modify the inventory, then locate the specific listing (you can search for the listing using the filtering criteria above), click on the inventory to make modifications, and then save. The system will synchronize the changes back to the channel.
Users can also use Excel to modify inventory in batches. Since information needs to be filled in, it is recommended that users first use the Export function, then keep the listings that need to be modified in the spreadsheet, then make modifications to the inventory of each warehouse, and finally upload the spreadsheet in Batch Update > Update Inventory.
Note: Item ID and inventory are required fields, and the product ID can be found in the list.
Automatically share channel warehouse inventory
Take the store warehouse of a certain channel as the inventory source, and all inventory that matches this warehouse will be automatically synchronized. For example, if a user needs to set the SBNWH16 warehouse of a Walmart store as the source warehouse and share its inventory with Newegg and Amazon stores at the same time, the following are the operation steps:
Step 1: Confirm that the same SKU across various stores is the same SP SKU.
To share inventory, you first need to confirm that, among the listings in each store, the same product is bound to the same SP SKU. The SP SKU is the basis for the association between listings.
Step 2: Open the sharing settings
Hover the mouse over the source store warehouse, click the share button, confirm that you understand the information in the pop-up window, and then click Confirm.
Step 3: Enable automatic updates and edit the channel warehouse
Locate the store warehouse whose inventory needs to be shared, activate the status of automatically updating inventory to the platform, and click the edit button. Then, in the Channel Warehouse section, select the name of the warehouse that has been enabled for sharing in Step 2.
Once this setup is completed, users only need to modify the inventory in the Walmart Listing, and it will be synchronized to Newegg and Amazon automatically.