Managing Inventory

WizCommerce gives you three ways to manage inventory: automatic sync through your ERP integration, bulk updates using Import/Export for large-scale changes across multiple products, and the Product Management page for quick edits to individual products.

A. Managing Inventory Using Import/Export

Import/Export lets you update inventory data in bulk, adjusting available quantities, backorder settings, stock thresholds, and on-order details for multiple products at once.

This is useful when you need to make large-scale inventory updates without editing each product individually in the platform.

Instead of making changes one by one, you export your inventory data as an Excel file, make your edits, and import it back. The platform automatically updates all changed records.

Step 1: Export the File

1. Access Import/Export:

   1. Go to the Manage button in the left sidebar of the Sales Rep App (WizOrder) and click Import/Export

   2. Click the Manage icon in the left sidebar to open the Import/Export section

   3. Select Inventory from the available modules

   4. Click Export to download the inventory data file

       

2. Review the Exported File and Make Edits

   1. The download file can be accessed through the notification bar.

   2. When you open the Excel file, you will find three pages: Instructions, Sample, and Data Sheet. If you are performing import/export for the first time, we recommend reading the Instructions page and reviewing the Sample page. 

   3. Open the exported file and navigate to the Inventory sheet to make your changes.

   4. Here is what each column in the Inventory sheet represents.

      1. Track Inventory?: Indicates whether inventory is being tracked for this product (Yes/No)

      2. Available: The current number of units available for ordering

      3. Backorder Allowed: Indicates whether buyers can place orders when stock runs out (Yes/No)

      4. Backorder Limit: The maximum number of units that can be ordered on backorder

      5. Out of Stock Threshold: The inventory level at which the product is flagged as out of stock

      6. Notes: Any internal notes or additional information attached to the product

      7. On Order Quantity: The number of units currently on order from the supplier but not yet received

      8. On Order Date: The expected date the on-order units will be received

   5. In this example, we will update the Available quantity to 999 and reduce the Backorder Limit to 100 for the first three products. You can apply the same approach to update any other column as needed.

   6. Once you're done updating all desired fields, save the Excel sheet and import it to the Sales Rep App (WizOrder). To import the saved Excel sheet, navigate to import/export, select Inventory, and then Import.   

3. Import the Updated File

   1. For the final steps, follow the workflow video to complete the import. (Please note that out of all Excel pages, only the Inventory page needs to be imported.)

       

   2. You may check the import progress in the notification bar. To access, click on the bell icon.

       

1. 1. To confirm the changes, check the inventory status of the updated products. For example, the available quantity for SKU ID Acrylic-002 should now reflect the updated value of 999.

       

       

Mandatory Columns for Inventory Import

• System ID (DO NOT DELETE)

• Grouping Identifier (Ignore if no variants)

• Reference ID

• SKU ID

• Name

B. Managing Inventory Using Product Management

Use the Product Management page in the Sales Rep App (WizOrder) web portal to update inventory details for individual products.

Step 1: Locate the Product

1. Navigate to the Product Management tab and find the product you want to update.

    

Step 2: Edit Inventory Details

1. Click the product to open the product management page.

2. Select the Inventory tab from the top navigation

3. Click Edit.

4. Update the relevant fields as needed. For example, update the available quantity to 999 and reduce the backorder limit to 100.

5. Save your changes.