The article outlines how Single Mode Inventory in B2B works. This displays Immediate Stock in 'Future Mode' on B2B which allows reps and buyers to place orders for both immediate and future stock on one order.
Single inventory mode is the default mode for B2B.
Dual inventory can be configured- this would only show future inventory in Future mode and Immediate inventory in Immediate mode.
TABLE OF CONTENTS
- FUTURE MODE (Includes Immediate & Future Stock)
- IMMEDIATE MODE (Only shows Immediate stock)
- Impact of PPO & In Shipment dates
- Troubleshooting 'Incorrect Inventory' Showing in B2B
FUTURE MODE (Includes Immediate & Future Stock)
1. B2B inventory is cumulative
2. B2B inventory shows stock less outstanding orders (Immediate)
3. B2B Inventory also accounts for outstanding sales order due before the next PPO (ATS- Available to Sell)
| DESCRIPTION | NOTES | S | M | L | XL | TOTAL | |
| Cumulative Future Stock | SOH plus PPO/ Shipment units less any outstanding SO's | FUTURE | 8 | 9 | 8 | 12 | 37 |
| Future Stock Next PPO/shipment due date | SOH plus PPO/ Shipment units less any outstanding SO's due before the next PPO date Last PPO line will also exclude any outstanding SO's after the PPO/shipment due date For S: 4+5-1=8 For M: 5+5-1=9 | 27-Jun-25 | 8 | 9 | 8 | 12 | 37 |
| Immediate Stock (Today's Date) Stock available for sales before your next PPO | SOH less outstanding SO's due before your next PPO date For S: 4-0=4 For M: 5-0=5 | 30-May-25 | 4 | 5 | 6 | 7 | 22 |
| Sales Order QTY | Reps/ Buyers to specify units & required date | QTY | 0 | 0 | 0 | 0 | 0 |
B2B Future Mode Inventory View
Sync ERP Inventory View
IMMEDIATE MODE (Only shows Immediate stock)
When in Single inventory config is in place 'Immediate Mode' becomes almost redundant as you can see this on 'Future Mode'.
1. B2B inventory shows stock less outstanding orders due before your next PPO
| DESCRIPTION | NOTES | S | M | L | XL | TOTAL | |
| Immediate Stock | SOH plus PPO/ Shipment units less any outstanding SO's | IMMEDIATE | 4 | 5 | 6 | 7 | 22 |
| Immediate Stock (Today's Date) Stock available for sales before your next PPO | SOH less outstanding SO's due before your next PPO date For S: 4-0=4 For M: 5-0=5 | 30-May-25 | 4 | 5 | 6 | 7 | 22 |
| Sales Order QTY | Reps/ Buyers to specify units & required date | QTY | 0 | 0 | 0 | 0 | 0 |
B2B Immediate Mode Inventory View
Sync ERP Inventory View
Impact of PPO & In Shipment dates
1. B2B inventory only considers outstanding PPO's when the Inbound Shipment module is inactive
2. B2B inventory considers both outstanding PPO's & Shipments when the Inbound Shipment module is active
3. Due dates will be references for inventory calculations where extension dates are blank
4. Due extension dates will be referenced for inventory calculations where populated
5. If the outstanding PPO or Shipment due or extension due dates are in the past they will show as 'today's date'
Troubleshooting 'Incorrect Inventory' Showing in B2B
If inventory in B2B is not showing expected data check the below.
| ITEM | CHECK | NOTES |
| Immediate Stock | Warehouse selected in B2B & Sync match | B2b will default to the 'Default'warehouse but reps/ customers can select any other warehouse they have permission to |
| Sales Orders | - Sales Orders Status must be 'Outstanding' - Sales Order line item due date is before/ after the next PPO - Sales Order warehouse (in order delivery address) *B2B quotes are not considered as outstanding SO's | 'Approved' is the default Outstanding SO status (Specifc Sync instance config may vary) |
| PPO | - PPO Status must be 'Outstanding' - PPO due date - PPO warehouse | 'Approved' or 'Issued' are the default Outstanding PPO statuses (Specifc Sync instance config may vary) |
| Shipment | - Shipment Status must be 'Outstanding' - Shipment due date or extension due - Shipment warehouse | 'In Transit' is the default Outstanding Shipment statuses (Specifc Sync instance config may vary) |
| Inventory Proc Timing | Standard interval for the inventory proc is 10 or 15 minutes (Specific Sync instance config may vary) |