Inventory Management

This document explains how to perform actions that change inventory in Antpocket, and how to check the resulting stock levels.

Inventory management has two main areas:

• Inventory management (performing actions): actually changing warehouse stock quantities. Done on the Actions > Manage Inventory page.
• Viewing stock (history): checking the record of actions performed, and current status by product, warehouse, or trading partner. Available in the History area.

Permissions

Performing inventory management actions requires the permission for that specific action type (Action: Inbound, Action: Outbound, Action: Transfer, Action: Adjustment). Also, only users with the View asset data (asset.view) permission — as configured on Members & Permissions — can view unit prices and asset amounts.

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1. What is an action?

An action is a basic operation performed on a warehouse. Antpocket has four kinds of actions.

Action	Description	When to use
Inbound (store)	Products coming into a warehouse from outside	Receiving goods from a trading partner, manufactured stock arriving at the warehouse
Outbound (release)	Products leaving a warehouse	Selling/supplying to a trading partner, shipping out to a channel (Coupang, Smart Store, etc.)
Transfer (move)	Moving products from one warehouse to another	Moving inventory from the head office warehouse to a branch warehouse
Adjustment (adjustment)	Force-setting the product quantity in a warehouse to a specific value	Matching quantities after a physical count, setting the initial stock level, reflecting lost/damaged items

Common traits of inbound and outbound

• You can optionally select a trading partner (trader) when performing the action.
• Recording the trading partner enables analysis later, such as sales statistics by trading partner and trading partner status.
• Inbound/outbound work as an increase/decrease in quantity. That is, "current quantity + N" or "current quantity − N".

Traits of transfer

• You specify both a source warehouse and a destination warehouse.
• A single transfer action produces both an outbound effect at the source warehouse and an inbound effect at the destination warehouse, at the same time.
• Transfers are only possible between warehouses within the same space.

Traits of adjustment

• Unlike inbound/outbound, this doesn't mean "add or subtract this much" — it means "set the quantity to this value."
  • e.g. if the current quantity is 12 but a physical count finds 10, use Adjustment and enter 10 to match it.
• Initial product quantity in a warehouse is also set via adjustment.
  • When you register a new product with no initial quantity entered, it's shown shaded in gray and assumed to be 0.
  • If you know the exact quantity, use the Adjustment action to set the initial quantity.

Do I need to enter the exact stock level from the start?

No. Just record inbound/outbound/transfer freely at first, and once you've confirmed the actual stock level later, use the Adjustment action to match it.

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2. Using the inventory management page

Page path: Actions > Manage Inventory

All four actions above (inbound/outbound/transfer/adjustment) are performed on this page.

2.1 Screen layout

• A guidance box is shown at the top of the page.
• The warehouse panel sits in the middle. Turning on the Use Side Panel switch in the top right lets you show two warehouses side by side.
• Click the Manage via Excel button in the top left to process a batch of actions at once via an Excel file.

2.2 Selecting a warehouse and viewing the product list

1. Select the warehouse to work on from the warehouse selector at the top of the panel.
2. The list of products stored in the selected warehouse is shown as a table.
3. Use the product search box and category selector in the header to filter the list.

Column	Meaning
Checkbox	Select the product to act on
Product	Product name and product code
Properties	Additional property values configured for the category
Quantity	Current quantity stored in the warehouse. The change amount (diff) is shown next to it.
Quantity controls	+, -, = buttons

Rows shaded in gray are products without an initial quantity set in the warehouse. They're assumed to be 0, and their initial quantity can be set with the Adjustment action.

2.3 Entering the quantity change (diff)

Use the button group on the right of a row to enter the change amount.

• + button: increases the change amount by 1.
• - button: decreases the change amount by 1. (won't go below 0.)
• = button: opens a dialog to enter the change amount directly as a number.

Entering a change amount automatically checks the row. You can select and batch-process multiple products at once.

2.4 Executing an action

Click whichever of the four buttons at the bottom of the panel you want.

• Inbound: increases the quantity of the selected products by their change amount.
• Outbound: decreases the quantity of the selected products by their change amount.
• Adjustment: sets the entered change amount as the new quantity value.
• Transfer: moves the change amount to another warehouse. You must select a destination warehouse in the dialog.

Clicking a button opens a summary dialog where you confirm/specify:

1. The list of products the action applies to, shown as a table.
2. For inbound/outbound, you can optionally select a trading partner.
3. For transfer, you must select a destination warehouse. (required)
4. Enter a note freely. (optional, viewable later in the history)
5. Checking Set the {action} date and time manually lets you set a past date as the processed at time. If left unchecked, it's automatically set to the current time.
6. Click the confirm button (Inbound/Outbound/Adjustment/Transfer) in the bottom right of the dialog to execute.

On success, a snackbar reading "Received. / Shipped. / Adjusted. / Transferred." appears at the top, and the warehouse quantity is updated immediately.

2.5 Viewing two warehouses side by side for quick transfers

• Turn on the Use Side Panel switch in the top right.
• Select a different warehouse in each of the left and right panels.
• Select a product in the left panel and click the > button in the middle to transfer left → right, or < to transfer right → left.
• Efficient when you have frequent transfers between warehouses.

2.6 Batch processing via Excel

Click the Manage via Excel button at the top to download a template and register a large number of actions at once.

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3. Viewing stock status

Page path: History

View the data accumulated from performed actions from various angles.

3.1 Action history

Page path: History > Action History

View the individual record of every action performed so far.

Filter conditions

• Period: based on the processed date
• Action: inbound/outbound/transfer/adjustment
• Warehouse: only actions that occurred in a specific warehouse
• Trading partner: only actions with a specific trading partner
• Category: only actions on products belonging to a specific category
• Product: select a single product
• Keyword: partial match on product name or product code

Table columns

Column	Description
Order	The unique sequence number of a single action. Click to open the detail dialog.
Type	Inbound/Outbound/Transfer/Adjustment
Requested by / Processed by	Who created the action and who performed it
Inventory slip	The inventory slip this action belongs to, if it was performed in a batch via an inventory slip
Product / Properties	Info about the target product
Warehouse / Warehouse (Transfer)	The source warehouse, and (for transfers) the destination warehouse
Trading partner	The trading partner recorded with the action
Quantity	The change amount of the action
Remaining / Remaining (Transfer)	The quantity left in that warehouse right after the action
Note	A note (click to edit)
Requested at / Processed at	The time of the action

Undoing a record (go back in time)

• If you performed an action incorrectly, click the order in the table to open the detail dialog, then use the Go Back in Time button to restore the state to just before that point.
• Warehouse quantities and the action history are designed to always stay consistent, so instead of arbitrarily deleting an incorrectly entered action, we recommend using this feature to fix it.

Download

Use the Download button in the top right to download the action history matching the current filter as Excel/CSV.

3.2 Product stock

Page path: History > Product Stock

View the current stock status by product across the space, all at once.

• Search for products by keyword (product name/product code).
• For each product, the current quantity in every warehouse is shown in a table.
• Users with the asset viewing permission also see unit price and asset amount by warehouse (quantity × unit price) columns.
• Click the View button on a row to open the product detail dialog.
• Use the Export via URL link in the guidance box at the top left to turn the space's product stock into a single, shareable page (Paper).

3.3 Warehouse stock

Page path: History > Warehouse Stock

View the current status by warehouse across the space.

• Every warehouse is shown as a card at the top of the screen. Each card shows the warehouse name, order, total product quantity, and (if permitted) warehouse assets.
• Click View on a card to expand its detailed info below.
  • Basic info: warehouse name, order
  • Products: the list of products stored in the warehouse. You can change the sort order by order/quantity, and use the Show all products checkbox to also include products without an initial quantity set.
  • Action history: a brief history of recent actions in that warehouse
• Selecting Bulk Adjust Stock from the three-dot menu in the top right of a card lets you adjust the quantities of multiple products in that warehouse at once.

3.4 Trading partner stock

Page path: History > Trading Partner Stock

View activity status by trading partner across the space.

• Trading partner cards are listed. Click View on a card to expand its transaction (inbound/outbound) history below.
• Use this to check which products, and how much, were exchanged with each trading partner.

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4. FAQ

Q. I performed an action by mistake. Can I delete it?

Deleting a single action isn't supported. Instead, use the Go Back in Time feature in 3.1 Action History to restore the state to before that point. Consistency between warehouse quantities and history is maintained automatically.

Q. This is my first time using Antpocket — how do I register stock quantities?

• To enter them in bulk, enter the per-warehouse initial quantity together when registering products in Setting Up Warehouses and Products.
• To set the initial quantity of an already-registered product, use the Adjustment action on the Manage Inventory page.

Q. Can I do inbound/outbound without selecting a trading partner?

Yes. That said, recording the trading partner enables richer analysis later in trading-partner statistics and status, so we recommend entering it whenever possible.

Q. I want to approve (confirm) several actions at once.

Use an inventory slip for this. Multiple actions can be grouped into a single document, and once someone with Action approval permission approves it, they're all performed in a batch.

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Appendix: Glossary

Term	Description
Action (action)	An operation performed on a warehouse: inbound/outbound/transfer/adjustment.
Inbound (store)	Products coming into a warehouse from outside.
Outbound (release)	Products leaving a warehouse.
Transfer (move)	Moving products from one warehouse to another.
Adjustment (adjustment)	Force-setting a product quantity in a warehouse to a specific value.
Diff	The quantity change value entered before executing an action.
Inventory slip (bucket)	A form used to group multiple actions for joint approval and execution.
Action history	The collection of individual records of actions performed.