Effective inventory management is essential for any business—it directly impacts profitability, customer satisfaction, and operational efficiency. By optimising inventory levels, you can reduce costs, prevent backorders or overselling, and ensure timely order fulfilment—ultimately driving both sales and customer loyalty.
Enabling Inventory Tracking in WebManager allows your system to automatically update available stock based on the order types you configure.
⚙️ Track Inventory
When Track Inventory is enabled, quantities are automatically deducted from the Quantity on Hand upon order submission.
🔹 Note: Inventory will only be reduced for order types explicitly set to trigger inventory updates. Be sure to enable tracking for all relevant order types.
⚠️ Important: Open carts created before enabling this feature will not update, so communicate this change to your users and/or delete open carts.
👀 Hide Low Inventory Items
This feature automatically hides products from customer-facing platforms (e.g., online or in-app storefronts) once their stock levels fall below a defined threshold.
🔹 Note: Unlike deactivating items—which can break category associations—this feature keeps items active in the system but hidden from view until inventory levels rise above the threshold. Hidden products remain searchable via the Quick Item Lookup tool in the RepZio iPad app.
💡 Tip: Entering 0 as the quantity will hide any items with an on hand quantity of 0 and below (e.g. -1, etc.). ⚠️ Important: Open carts created before enabling this feature will not update, so communicate this change to your users and/or delete open carts.
✅ Validate Inventory on Order Submission
To enhance order accuracy and reduce customer frustration, this setting verifies product availability at the moment an order is submitted.
🔹 Note: If an item is unavailable or below threshold, an error message prompts the rep or customer to adjust the order (e.g., remove the item or modify the quantity).
⚠️ Important: Open carts created before enabling this feature will not validate inventory, so communicate this change to your users and/or delete open carts.
Disable/Enable On Hand Quantity from Showing
From time to time you may want to hide inventory from showing to reps and/or customers or adjust what exactly they see. To adjust, follow the steps below:
Step 1
Go to: WebManager Inventory Template here
🔹 Note: You cannot access the URL through WebManager directly. You must click on or use the specific URL provided above.
Step 2
Make the necessary changes.
👉 If you wish to hide inventory from view, simple delete all text in the Item Qty Template and click Save Changes.
👉 To incorporate inventory from multiple warehouses, you can simply enter some starter text and then pull in the data from the UDF field or by leaving {{OnHandQuantity}}.
🔹 Note: If Track Inventory is enabled, the system will automatically update the On Hand Quantity field. It will not update any other field automatically. If you are pulling in inventory from multiple warehouses, you will need to load inventory accordingly to update.
❓ Frequently Asked Questions (FAQs)
Q. What happens if I disable inventory tracking after it has been enabled?
A. Disabling inventory tracking will stop the system from decrementing inventory when orders are submitted. Any previously recorded quantities will remain unchanged until tracking is re-enabled.
Q. Can I manually adjust inventory levels in WebManager?
A. Yes. Inventory levels can be adjusted manually through the product details page or by uploading an updated inventory file via the Import Inventory template in WebManager.
Q. What if I want to track inventory for only some items, not all?
A. You can choose to enter inventory quantities for items you wish to track. Items without a quantity entered will not be affected by tracking settings, unless you have Hide Low Inventory Items enabled.
Q. Will hiding low inventory items remove them from search results in the RepZio app?
A. Yes. Items hidden using the low inventory setting will not appear in standard search results. However, they will still be accessible through the Quick Item Lookup tool in the RepZio iPad app.
Q. Can I set different low inventory thresholds for different products?
A. Not at this time. The low inventory threshold is a global setting that applies to all products using the “Hide Low Inventory” feature.
Q. Will inventory validate across all connected platforms (e.g., B2B, RepZio, ShopZio, etc.)?
A. Inventory validation currently applies to both the B2B and RepZio platforms, provided the feature is enabled and the selected order types are configured for validation. Inventory management is not supported in ShopZio.
Q. Why is my inventory not updating in the admin portal?
A. If your inventory isn’t updating, there could be several causes. Common issues include incorrect settings, errors in inventory upload files, integration sync problems, or manual entry mistakes. To troubleshoot:
Verify that inventory tracking is enabled in your admin settings.
Review inventory uploads or data sent via integrations for formatting issues or missing values.
Check for manual adjustments that may affect inventory levels.