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 (records): checking the record of actions performed, and current status by product or warehouse. Available in the Records 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 and lookups later, such as sales statistics by trading partner and the trading partner filter in Action History.
• 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 action 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: Records

View the data accumulated from performed actions from various angles. The Records group in the sidebar contains the following menus, in this order.

Menu	Description
Overview	Shortcuts to the menus below
Product Stock	How many of each product are in each warehouse
Warehouse Stock	Pick a warehouse to see its stock by product and recent actions
Action History	The record of every action performed
Inventory Slip History	Inventory slips that were written or submitted, and their approval status. See Inventory Slips for details
Shared Pages (Papers)	Share stock levels outside the space with a link. See Paper for details

3.1 Overview

Page path: Records > Overview

The starting page of the Records area. The five menus above (Product Stock, Warehouse Stock, Action History, Inventory Slip History, Shared Pages) are shown as shortcut cards, each with a one-line summary.

Card	Summary
Product Stock / Warehouse Stock	Number of warehouses
Action History	Total number of actions and the most recent processed time
Inventory Slip History	Number of slips pending review. Approvers see every pending slip in the space; other users see the pending slips they submitted.
Shared Pages (Papers)	Number of papers you created

Click a card to go to that menu.

If you have the Action approval permission and there are inventory slips waiting for approval, a warning banner appears at the top of the page. Click Review on the banner to go straight to the Pending Review tab of Inventory Slip History.

3.2 Product stock

Page path: Records > Product Stock

View the current stock status by product across the space, all at once. The list is split into numbered pages, with N total shown above the table.

Filter conditions

• Keyword: product name or product code. Press Enter or click Search to apply it.
• Category: only products in a specific category
• Sort: Order ascending / Order descending / Newest first / Oldest first
• In stock only: when checked, only products that have stock are shown.
• Reset filters: resets all filters.

Table columns

Column	Description
Order	The product's order
Product name	The product name, with the product code shown in small text next to it. Click the product name to open the product detail dialog.
Additional properties	Additional property values configured for the category
Unit price	The product's unit price (shown only to users with the asset viewing permission)
All warehouses	The quantity summed across all warehouses. With the asset viewing permission, the asset amount (quantity × unit price) is shown too.
Per-warehouse quantity / asset	The quantity in each warehouse, and (if permitted) its asset amount

• When there are more than 4 warehouses, the per-warehouse columns are collapsed by default. Use the Show by warehouse (N warehouses) button above the table to expand them, and Hide warehouse columns to collapse them again. Your last choice is remembered in the browser.
• A quantity shown as – means the product has never been registered in that warehouse; 0 means it's registered but has zero stock.
• Quantities at or below the threshold you set in Low Stock Alerts are highlighted in red with a warning icon. When the per-warehouse columns are collapsed, the warning icon appears on the All warehouses total.

Download

Use the Download button in the top right to download each product's total stock (summed across all warehouses) as Excel/CSV. It includes every product, regardless of search or filter conditions.

To share stock levels with others, use the shared page (Paper) link in the description at the top of the page to create a paper.

3.3 Warehouse stock

Page path: Records > Warehouse Stock

View the current status by warehouse across the space.

Warehouse cards

• Every warehouse is shown as a card. Each card shows the warehouse name, total quantity, N products in stock, and (with the asset viewing permission) warehouse assets.
• Click a card (or focus it with the keyboard and press Enter/Space) to open that warehouse's details.
• 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. (shown only to users with the Manage data permission)

Warehouse details

When you open a warehouse, the card list is replaced by a top bar with an ← All warehouses button and a Select warehouse box, with the warehouse details below.

• Click ← All warehouses to go back to the card list.
• Use the Select warehouse box to switch directly to another warehouse.
• The open warehouse is recorded in the URL as ?placeId=, so you can share it as a link. Clicking a warehouse link on the dashboard opens that warehouse's details directly.

The details are laid out as follows.

• Header: the warehouse name and a summary (total quantity · N products in stock), plus two buttons
  • Download: downloads this warehouse's quantity by product as Excel/CSV, in the sort order shown on screen.
  • Bulk-adjust stock: adjusts the quantities of multiple products in this warehouse at once. (shown only to users with the Manage data permission)
• Products: the list of products stored in the warehouse
  • Sort: Order ↑ / Order ↓ / Qty ↑ / Qty ↓
  • Check Include products with no stock record to also show products that have no stock record in this warehouse. Their quantity is shown as –.
  • Type a product name or product code in the search box to narrow the list.
  • The list is split into numbered pages of 20.
  • Click a product to open its detail dialog.
• Action history: the latest 20 actions in that warehouse. Click the View all N in Action history → link at the bottom to open Action History filtered to this warehouse.

The Actions tab in the product, warehouse, and trading partner detail dialogs works the same way: it shows only the latest 20 actions, with a view all link to Action History.

3.4 Action history

Page path: Records > Action History

View the individual record of every action performed so far. The list is split into numbered pages, with N total shown above the table.

Filter conditions

• Period: based on the processed date. Shortcut buttons for Today / Yesterday / This week / Last week / This month / Last month, plus Clear, are available.
• 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

Select-type filters (action, warehouse, trading partner, category), the product, and the period apply as soon as you choose them. The keyword applies when you press Enter or click Search.

Active filters are shown as chips below the filter area. Click a chip to remove just that filter, or click Reset filters to clear them all.

Where do I see transactions by trading partner?

The former Trading Partner Stock menu has been merged into Action History. To see inbound/outbound history with a specific trading partner, use the Trading partner filter in Action History. Sales totals by trading partner are available in Statistics > Sales by Trading Partner.

Table columns

Column	Description
Order	The unique sequence number of a single action
Type	Inbound/Outbound/Transfer/Adjustment
Product	The target product. Its properties are shown in small text under the product name.
Warehouse	The warehouse where the action occurred. For transfers, it's shown as source warehouse → destination warehouse.
Trading partner	The trading partner recorded with the action
Amount	The change amount of the action
Remaining	The quantity left in that warehouse right after the action. For transfers, the remaining quantities are shown as source / destination.
Requested → Performed by	Who created the action and who performed it. If they're the same person, only one name is shown.
Inventory slip	The inventory slip this action belongs to, if it was performed in a batch via an inventory slip
Memo	A memo (click to edit — see below)
Processed at	When the action was performed. Hover over it to see the requested time.

• Click anywhere on a row (or focus the row and press Enter) to open the action detail dialog.
• Links inside cells (product, warehouse, trading partner, inventory slip) open their own details.

Editing a memo

• Click a memo to open an input pre-filled with the current memo. Edit it and click Save to apply it; saving it empty deletes the memo.
• Only the space owner or the person who registered the action can edit the memo. Other users see it read-only.

Undoing a record (go back in time)

• If you performed an action incorrectly, click its row to open the detail dialog, then use the Go back in time button to restore the state to just before that point.
• The Go back in time button is shown only to users with the Action approval permission (including the space owner).
• 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 of the page to download the action history matching the current filter as Excel/CSV. If needed, you can set a starting order number to download from that order onward.

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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 3.4 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 Statistics > Sales by Trading Partner and with the trading partner filter in Action History, 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.