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Inventory Availability

Knowing what's in stock, what's on backorder, and what's on order is essential for placing accurate orders and managing customer expectations. The Sales Rep App (WizOrder) gives you real-time visibility into inventory levels across your catalog, so reps and admins always have the information they need, whether on the floor or behind the scenes.

Who Uses Inventory?

Sales Representatives check inventory levels during customer visits and trade shows to confirm product availability, set accurate expectations, and avoid placing orders that can't be fulfilled.

Admins manage and update inventory data across the catalog through direct edits, bulk imports, or ERP integration to ensure stock levels stay accurate across the platform.

A. Track Inventory in WizOrder

View real-time inventory levels across your catalog, create filtered inventory views, and export inventory data for reporting or analysis.

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B. Managing Inventory

Update inventory data for individual products or in bulk using Import/Export, or keep inventory in sync automatically through your ERP integration.

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When to Use Inventory Availability

  • During a customer visit: check live stock levels before confirming an order

  • At a trade show: quickly confirm availability before adding products to a cart

  • For bulk updates: use Import/Export to update quantities across multiple SKUs at once

  • For ongoing accuracy: Rely on ERP integration to keep inventory automatically in sync