Inventory, KPIs, warehouse and language in the portal
Summary
The Inventory section shows what you have stored in the warehouse, live, with its aging. The KPIs section shows the indicators of your operation the warehouse decided to share with you. Both are view-only.
Before you start
- To see Inventory your account needs Read on Inventory and the warehouse the inventory module enabled.
- To see KPIs your account needs Read on KPIs and the warehouse the KPI module enabled.
- Everything you see belongs to the warehouse selected at the top.
The inventory
The search box at the top filters by SKU or description, ignoring case; the aging cards are recalculated for what you searched. Clear goes back to everything.
Aging
The four cards split your pieces by how many days they have been in the warehouse since they arrived: 0–30, 31–60, 61–90 and 90+ days. Each batch counts from its own arrival, so the same SKU can have pieces in two ranges. They help spot goods that are not moving.
The columns
| Column | What it means |
|---|---|
| SKU and Description | The product. One-time products show a dash in the SKU. |
| Pieces | Everything in the warehouse for that product. |
| Available | What can ship today: pieces minus what is reserved. |
| Reserved | What is already set aside for shipments in progress. |
| Oldest | The days of the oldest piece of that product. |
Only products with stock above zero appear, sorted by SKU. Locations inside the warehouse are not shown.
Reading example
Sample Imports has SKU SI-40 with Pieces 500, Reserved 120, Available 380 and Oldest 74 days. It means a shipment in progress has set aside 120, they can request up to 380 more, and they have had goods of that SKU for over two months: it makes sense to move the oldest first.
When the figures change
- Goes up when the warehouse confirms a receipt (not before: a Pending or Captured receipt does not count yet).
- Gets reserved when the warehouse confirms and allocates one of your shipments: Available goes down and Reserved goes up.
- Goes down when the shipment is closed as Shipped.
- Is adjusted when the warehouse runs a count or an inventory adjustment.
Portal inventory vs. the daily email
If you also get the daily inventory email, you will see the same pieces presented differently:
| Portal | Daily email | |
|---|---|---|
| When | Live, every time you open the page. | Once a day, at the time set by the warehouse (or when the warehouse sends it by hand). |
| Format | One row per SKU, with aging. | PDF and Excel; by receipt or by SKU, depending on how the warehouse set it up for you. |
| Movements | You see them in Receipts and Shipments. | Includes the previous day’s receipts and shipments. |
| Download | Cannot be downloaded. | The Excel file can be opened and filtered. |
If the figures do not match, it is almost always because a receipt was confirmed or a shipment closed between the time of the email and the moment you opened the portal.
The KPIs
The KPIs section opens the KPI Dashboard with the cards the warehouse marked for the portal: for example, on-time shipping, receiving accuracy, on-hand units or receipts per period. Each card is computed only from your data, even if the same card shows all customers inside the warehouse. Below the name you see the category and the date range (for example, «Last 30 days»).
- If a card has a color (green, amber or red), it is compared against a target agreed with you.
- If there is no agreed target, the card has no color.
- If the dashboard says «No KPIs to show yet», the warehouse has not published any for the portal.
For the warehouse: which cards can be published and how, in Which KPIs the customer sees in their portal.
Switch warehouse
If your company has goods in several warehouses with the portal, a warehouse selector appears at the top right. Picking another one takes you back to Overview and the whole portal switches to that warehouse: inventory, receipts, shipments, KPIs and new notices. If you only operate in one warehouse, its name appears instead. The portal remembers the last warehouse you picked for the rest of your session.
Switch language
Next to the warehouse selector is the ES button (or EN if you are in Spanish). It switches the language of the whole portal instantly. The language of the emails you receive is set separately by the warehouse, on your record.
KPI card names are written by the warehouse when it creates them, so they may stay in the language they were created in even if you switch the portal language.
Troubleshooting
I do not see the Inventory or KPIs section.
- Your account has no access, or the section is not enabled in the selected warehouse. Ask the warehouse.
A product is missing from the inventory.
- Check the selected warehouse and clear the search. Products without stock do not appear, and goods from a receipt not yet confirmed do not count.
Available is lower than Pieces.
- That is expected: the difference is reserved for shipments in progress.
The warehouse selector does not appear.
- It only appears if your company operates in more than one warehouse with the portal enabled.
Frequently asked questions
Can I download my inventory?
Not from the portal. The warehouse can email it to you as PDF and Excel, daily or on request; see The daily inventory and the monthly summary.
Why does a KPI have no color?
Because there is no target agreed with you for that KPI. The portal does not compare you against goals you never signed.
Does the portal warn me when a product runs low?
No. The portal has no notification bell. Check the Available column, or ask the warehouse for the daily inventory email.
Need help?
If something did not work as expected, our support team can help you.
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