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Track Inventory in the Sales Rep App (WizOrder)

The Sales Rep App (WizOrder) gives you real-time visibility into your inventory so you always know what is available, what is on order, and what is out of stock. Inventory data syncs directly from your ERP or warehouse management system, so the numbers you see in The Sales Rep App (WizOrder) match your back-office records.

This article covers how to view and track inventory, create filtered views, export inventory data, and control how inventory behaves across your platform.


A. Track All Inventory in One Place

Inventory information appears in several places across the Sales Rep App (WizOrder), all pulling from the same real-time data source:

1. On Product Cards (Product Listing Page)

Every product card on the Products page shows the available quantity. You can see at a glance which products are in stock, which are out of stock, and which have limited availability. Product cards display the product image, name, SKU, price, and availability count (for example, “Available: 622”).

On the Mobile App

 inventory hub 1-1

On the Web Portal

 inventory hub2

2. On the Product Detail Page (PDP)

Open any product, and you see the available quantity inventory details. To view full inventory details, click i.

On the Mobile App

 inventory hub 3

On the Web Portal

 inventory hub 4

 

  • Available Quantity: Units currently in stock and ready to ship

  • On Order: Units ordered from the supplier and their expected delivery date. Accessible via the i icon on product cards, giving reps visibility into incoming supply.

  • In Transit: Units that are yet to be manufactured by the supplier, along with their expected dates of moving into On Order status.

  • Back Order: Allows buyers to place orders even when the current inventory is at zero. Fulfillment occurs once new stock arrives.

3. In the Cart

When you add products to a cart, each line item shows its current availability status. Stock levels update in real time as orders are placed across the platform, so if another rep just sold the last 50 units, your cart reflects that immediately.

On the Mobile App

inventory hub 5 

On the Web Portal

inventory hub 6 

B. Real-Time Sync

Inventory in the Sales Rep App (WizOrder) is not a static snapshot. It syncs in real time from your connected ERP or warehouse management system:

  • When stock levels change in your ERP, the Sales Rep App (WizOrder) reflects the update automatically

  • When orders are placed through the Sales Rep App (WizOrder) or the Online Storefront (WizShop), inventory counts adjust immediately

  • The ERP remains the source of truth for all inventory data

This means your sales reps, your buyers on the Online Storefront (WizShop), and your back-office team are all looking at the same numbers.


C. Create Inventory Views Using Filters

Filtering Inventory on the Product Listing Page

The Products page includes inventory-specific filters that let you quickly narrow down to the products you need:

On the Mobile App

inventory hub 7inventory hub 8 

On the Web Portal

inventory hub 9

Inventory Status Filters:

  • In Stock: Show only products with available inventory

  • Out of Stock: Show only products with zero availability

  • Back Order: The product is currently unavailable but can still be ordered. Fulfillment will occur once new inventory arrives.

Additional Filters You Can Combine:

  • Category: Filter by product category (Lighting, Rugs, Furniture, etc.)

  • Collection: Filter by product collection

  • Price Range: Narrow by price

  • Custom Attributes: Filter by Color, Material, Style, or any other custom attribute configured for your catalog

Filters are additive; each additional filter narrows the results further. The product count updates in real time as you apply filters (for example, “Showing 23 of 450 products”).


D. Practical Filter Combinations Tips

Here are some useful combinations for common scenarios:

  • Trade show prep: Filter by “In Stock” + specific collection to show buyers only what is ready to ship right now

  • Restock planning: Filter by “Out of Stock” to identify products that need replenishment

  • Category review: Filter by category + “In Stock” to see your available assortment in a specific product line.


D. Control Your Inventory in WizCommerce

Where Inventory Data Comes From

Your ERP or warehouse management system is the source of truth for inventory. WizCommerce syncs with your connected system to keep stock levels up to date.

Supported ERP Systems:

  • QuickBooks (Desktop and Online)

  • NetSuite

  • Sage 100

  • Microsoft Dynamics 365 Business Central

  • Epicor

Inventory syncs automatically on a scheduled basis. Changes in your ERP are reflected in WizOrder and WizShop without manual intervention.

Bulk Inventory Updates

If you need to update inventory outside of your ERP (or if you manage inventory manually), WizCommerce supports bulk updates through Excel:

  1. Export your current inventory as an Excel file

  2. Update the quantities, ETAs, and back-order settings in the spreadsheet

  3. Import the updated file back into WizCommerce

This is the same workflow used for other bulk operations in the platform (products, pricing, customer data), so the process is familiar.