Stock, Reservations and Backorders
When stock is on, QrX reserves stock for every order the moment it arrives, from every sales channel. This article explains the stock list, the Stock tab on a product, what on hand, reserved and available mean, which orders reserve an item, backorders, Needs mapping, and how to snooze, hold or prioritise orders. Warehouse stock is part of QrX WMS.
Who It Is For
Merchants with Simple stock or Full WMS who want to know what they can sell and which orders wait for stock.
Warehouse staff and team leads who plan the day's packing.
Where to Find It
Warehouse > Stock: the stock list with every stock item.
Products: the stock number in the product list and the Stock tab in the product editor.
Warehouse > Backorders: order lines waiting for stock.
Settings > Warehouse > Stock > Needs mapping (Warehouses and tools tab): order lines QrX could not match to a stock item.
Warehouse > Pack station: snooze, hold and priority for orders in the queue, and the Snoozed lane.
Warehouse > Dashboard: the Stock health card.
Warehouse > History (Full WMS): every stock movement.
What the Numbers Mean
On hand: units physically in the warehouse, including units in the receiving area, at packing and in quarantine. Blocked units are shown separately.
Available (ATP): free to sell now. Units in sellable bins minus the units reserved for open orders. Units in receiving (not yet put away) and in quarantine are not available.
Reserved: units held for open orders that have not shipped yet.
Backorder: units that were ordered but are not in stock.
Incoming: units on the way to this warehouse, such as a transfer in transit or a parcel returning to sender.
Status pills on the stock list: In stock, Out of stock, Backorder, Negative, Inactive and Under review. Under review means QrX found a difference in this item's numbers and is checking it; contact support if it stays.
How an Order Uses Stock
The order arrives (PortalX, API, Shopify, import or any other channel). Each line that is linked to a stock item reserves its units in the warehouse that ships for that channel. QrX never blocks an order because of stock.
Not enough stock? The missing units go on backorder. They are filled automatically when stock arrives: a receipt, a put-away, a return, a transfer coming in or a count that finds more. The oldest line is filled first, prioritised lines before the rest.
The order is cancelled before it ships: its reservation is released and the units are available again.
The order ships (its shipping label is created or it is marked as shipped): the reserved units leave stock. With Full WMS they are taken from the bins in walk order; with lots, the lot that expires first goes first.
The order is refused at the door or cancelled after shipping: QrX expects the parcel back. The units count as incoming until you receive them. See the article "Returns in the Warehouse".
Shipping is never stopped by stock. If an order ships while QrX has fewer units on record, the order still ships and the missing units are booked as Shipped without stock. The dashboard shows them as Units short today. Count the item to correct the stock.
Not every line reserves stock: products set to unlimited stock are never tracked, and SKUs you marked as non-stock are skipped. Orders shipped before stock was switched on are never counted.
Pick Lists and Bins
With warehouse stock on, a pick list does more than group orders. When it is created, QrX reserves each order's units in specific bins and lots:
Expired lots are never used. The lot with the oldest valid expiry date goes first.
Pick faces go before bulk bins, and bins are taken in walk order.
An order without enough stock in the bins is left out of the pick list. The create dialog shows how many orders were left out; they stay in the queue for a later pick list.
The pick route follows the reserved bins, so two pickers are never sent to the same last unit.
A picked unit moves from its bin to the tote (or to the pack location) and leaves stock from there when the order ships.
Units reserved for an open pick list cannot be moved or adjusted out of their bin. You then see "These units are allocated to open pick lists. Finish or cancel those pick lists first, or pick a smaller quantity."
If a picker cannot find an item, the order is held at the pack station until a supervisor decides. With Not found, the missing units are blocked in that bin, a count is started for the bin and the order waits for stock again (backorder). See the article "Pack Station and Pick Lists".
The Stock List
Warehouse > Stock shows every stock item with SKU, Name, EAN, On hand, Available, Reserved, Backorder, Incoming, Locations (Full WMS) and Status. Search by SKU, EAN, barcode or name. Filter on All items, In stock, none available, On backorder, Negative stock, Out of stock, Inactive or Expiring soon. With several warehouses, choose one or all warehouses.
Row actions: Receive stock, Adjust stock, Move stock (Full WMS), Print labels and Open item. Use New item to create a stock item by hand. The list updates by itself when stock changes.
The tab Low stock alert shows the items that are at or below their low stock alert level, and such an item shows the pill Low stock. The bell icon Low stock alerts opens the list of alerts and the chart icon Stock analysis opens the stock analysis report. See "Low Stock Alerts" and "Stock Analysis Report".
The Stock Tab on a Product
Open a product and choose the Stock tab. It shows the live stock of that product: On hand, Available (ATP), Reserved, Backorder and Incoming, and with Full WMS the stock per warehouse and per location. For a product with options, choose the option at the top. From here you can Receive, Move (Full WMS) or Adjust stock. Each location row has the icons Change the stock at this location and Move from this location. You also see the item's history.
"Unlimited stock, not tracked": the product is set to unlimited stock, so orders never reserve or wait for stock.
"Needs mapping": the product is tracked but not linked to a stock item yet. Use Link or create stock item to link it. Its open orders are checked for stock again.
One Stock Number per Product
In the product list, a product that is linked to a stock item shows one stock number: the available stock from the warehouse, in the quantity column. Hover over it to see what is on hand; a pill shows the units on backorder. A tracked product that is not linked yet shows Track stock: click it to link the product to a stock item or create one. Products with unlimited stock, or not tracked in stock, keep their own quantity as before.
For a linked product that is not set to unlimited stock, QrX keeps the product's available quantity equal to its available warehouse stock (all your warehouses together, never below 0). It updates automatically after every receipt, order, shipment, move or count, so you no longer change it by hand. For a product with options, each linked option follows its own stock item (not for products in the QrX app, see below).
Products Managed in Warehouse Stock
A product that is linked to a stock item gets its quantity from QrX warehouse stock. You change the stock in the warehouse (receive, adjust or count), not on the product.
Product editor. The available quantity is read-only. Below it you see the note "Stock is managed in Warehouse stock." with the link Open stock, which opens the Stock tab.
Unlimited stock. It cannot be switched on for such a product: "Unlimited stock is not possible: the stock of this product is managed in Warehouse stock." If it was already on, you can switch it off; after you save, the warehouse quantity appears within about a minute.
Bulk actions. The bulk actions that set a quantity or unlimited stock skip these products and tell you how many, for example "3 product(s) skipped: their stock is managed in Warehouse stock." When every selected product is managed in the warehouse, nothing changes: "Nothing changed: the stock of these products is managed in Warehouse stock."
Public API. Products carry
stockTracked: true. An update that sends anotheravailableQuantityfor such a product is refused with 409PRODUCT_STOCK_TRACKED. Leave the field out or send the current number.Dropship exception. A product linked to a dropship item stays fully editable, because that stock is not on your own shelf.
When stock is switched off for your account, the quantity is yours to edit again.
Stop tracking one product. Click Remove stock link (the bin icon) on the product's Stock tab, or in the card Linked products of the stock item, and confirm with Remove link. The shop number goes back to the number from before the link when one was stored; otherwise it stays as it is. Either way you can edit it again. Orders that already reserved stock keep it. You need the permission Manage stock settings.
Reserved By
The Reserved by list on the Stock tab shows which open orders reserve this item: order, line and SKU, quantity, backorder, state, priority, whether the order is snoozed or held, warehouse and created date. Click an order to open it in Transactions.
Backorders
Warehouse > Backorders lists the order lines waiting for stock. They are filled oldest first, prioritised lines before the rest. To move a line to the front of the queue for its item, use Fill this line first and confirm with Fill first. Stock that arrives then goes to that line before older lines. The line shows a Prioritised pill.
Ship the available items now: a prepaid order (or an order without payment) that waits for only some of its items can be split. The items in stock ship now; the backordered lines move to a linked follow-up order that keeps its place in the backorder queue and ships by itself when the stock arrives. Split an order by hand with the split icon Ship available items now on its row in Warehouse > Backorders, or switch on Ship available items per sales channel in Settings > Pack station. Orders paid at the door always ship complete. See the article "Pack Station and Pick Lists".
QrX can tell you when an item on backorder has stock available again: switch on Backorder can be filled. See "Stock Attention Alerts".
An order line for a kit waits as a whole when one of its components is short. See the article "Kits and Assembled Items".
Needs Mapping
When an order line cannot be matched to a stock item (for example a new SKU, or a product that was never linked), it appears in Settings > Warehouse > Stock > Needs mapping, on the Warehouses and tools tab. For each line:
Link to a stock item: search the stock item by SKU, name or EAN. QrX suggests an item when the EAN matches ("EAN match").
Create a stock item: creates a new item with the line's SKU and name and links the line to it.
Mark SKU as non-stock: lines with this SKU are never tracked in stock again, on every channel. Use it for services, gift cards or anything you do not keep on the shelf.
After saving, the open orders with that product are checked for stock again.
Options, Variants and the QrX App
A product that is published in the QrX app can only be linked to a stock item as a whole product. Its options cannot be linked to their own stock item, because the app sells and reserves the product quantity only: stock per option is not checked there.
On the Stock tab of such a product the action to link an option is hidden and you see the note "This product is in the app store. Link the product itself, or give each variant its own product: option stock is not available in the app store."
What to do: give each variant that needs its own stock its own product (a variant family on the Variants tab), and link each product to its own stock item.
In Needs mapping, an order line with an option of such a product shows the same note and the button Link the product, which links the whole product instead.
The other way round: a product that has stock links on its options cannot be published to the QrX app. The product editor says "This product has stock links on its options. Remove them in Warehouse stock, or link the product itself, before publishing it to the app store." and offers Remove option links or Open the Stock tab. Through the Public API the same case answers 409
PRODUCT_OPTION_STOCK_LINKED.To remove the link of one option yourself, use Remove the stock link of this option on the Stock tab. The number of the option stays as it is.
For a product that is not published in the QrX app, options can still be linked to their own stock item.
The delivery fee product of a sales channel cannot be linked: "The delivery fee product is not a stock product and cannot be linked to a stock item."
Snooze, Hold and Priority
In Warehouse > Pack station, select orders in the queue. The selection bar offers:
Snooze: the orders leave the queue and come back at the chosen time: 1 hour, Tomorrow 08:00, Next Monday 08:00, a date and time you pick, or Until I unsnooze.
Hold: held orders leave the queue and are not picked or packed until you release the hold.
Priority: Normal, High or Urgent. The priority shows on the order in the queue and in Reserved by, so your team sees what to pack first.
Snoozed and held orders keep their reserved stock and are skipped when you create a pick list. Find them in the Snoozed lane of the pack station, with Snoozed and Held. Use Unsnooze or Release hold to put an order back in the queue. If you scan the packing slip of a snoozed or held order, the pack station still opens it, because the parcel is in your hands.
History and Stock on a Date
Every stock movement is saved with the reason, the user, the time and the order or document it belongs to. Movements are never edited, only reversed. You see the history on the History tab of the stock item and on the product Stock tab. With Full WMS, Warehouse > History shows the history per item, location, warehouse or user, with Export CSV (at most one year at a time) and Stock on a date: what was on hand at the end of a day, for audits and counts.
Permissions
View stock: see the stock list, the product Stock tab, Reserved by, backorders and history.
Receive stock and Adjust stock: receive, move and adjust from the stock list and the product tab (moves need Adjust stock). Adjust stock also allows Fill this line first.
Manage stock settings: create stock items, link products and work in Needs mapping.
Use the pack station together with View stock: snooze, hold and set priority.
Export stock history: download the history as a CSV file.
View the warehouse dashboard: open Warehouse > Dashboard. The Stock health card also needs View stock.
Frequently Asked Questions
Why is Available lower than On hand?
Available leaves out units reserved for open orders, units in the receiving area that are not put away yet, units at packing and blocked units in quarantine.
Why is an order on backorder while I have the product on the shelf?
Check whether the units are reserved by older or prioritised orders (Reserved by), still in the receiving area, in quarantine, in another warehouse than the one that ships the order, or in a lot with too little shelf life for that channel. Also check that the product is linked to the right stock item.
Can I stop customers from ordering when stock is 0?
QrX does not block orders because of stock. Lines without stock go on backorder and are filled automatically.
Does QrX update the stock in my Shopify store?
Not in this release. Shopify orders reserve stock in QrX, but QrX does not change the stock levels in Shopify yet. Shopify stock sync is coming later. The availability of a kit is not sent to Shopify yet.
Why does the quantity of my product change by itself?
The product is linked to a stock item, so its available quantity follows the available warehouse stock and is read-only on the product. Change the stock in the warehouse (receive, adjust or count), not on the product. Unlimited stock cannot be switched on for a product that is managed in warehouse stock. To stop tracking one product, remove its stock link with Remove stock link on the Stock tab.
Why does an order no longer show in the pack queue?
It may be snoozed or on hold. Look in the Snoozed lane of the pack station.
Why was an order left out of my pick list?
There were not enough units in the bins to reserve it: the stock may still be in receiving, in quarantine, in an expired lot or reserved for another pick list. The order stays in the queue. Create a new pick list when the stock is put away.
When to Contact Our Support Team
Contact QrX support when an item stays Under review, when the numbers do not match what is on the shelf after a count, or when an order does not reserve stock although its product is linked. Include the SKU, the order number and a screenshot of the Stock tab.
