The Stocks Grid in Luminous is a powerful tool for monitoring inventory, managing stock levels, and creating purchase or transfer orders. This guide will walk you through how to use its features step by step.

Step-by-Step Guide

Step 1: Access the Stocks Grid

  1. Navigate to the Inventory section in Luminous.
  2. Select Stocks Grid from the menu on the left.

Step 2: Understand Key Stock Statuses

The Stocks Grid highlights three key stock statuses:

  1. In Stock Status: Reflects current inventory levels.
  2. Reorder Level: Shows when stock falls below the low stock alert quantity.
    • Example: If inventory is below the reorder level, it will trigger a reorder status.
  3. Minimum Stock: Indicates when stock is critically low, falling below the minimum stock level.

Step 3: Filter Your View

  1. The Stocks Grid supports two types of filtering that can be used together.

    Use these to scope your view by stock status or location:

    • Filter by Stock Status (left sidebar) — click In Stock, Re-Order Level, or Minimum Stock
    • Filter by Warehouse Group — narrow results to a specific location or fulfillment group
    • Filter by Supplier or Category — view stock scoped to a vendor or product type
    • Include SKUs w/o Warehouse/Warehouse Groups — toggle on to include SKUs not assigned to any location

    Note: Discontinued SKUs will appear in the Stocks Grid unless you assign them a "Discontinued" product category and filter by that category to exclude them.

  2. Column-Level Numeric Filters

    Each quantity column — including Available Quantity, On-Hand, Incoming Quantity, and Pending Quantity — has its own filter icon (▽) directly below the column header. Use these to filter by specific numeric conditions.

    Example: Show only SKUs with Available Quantity greater than 0

    1. Click the ▽ filter icon below the Available Quantity column header.
    2. Select Greater than from the dropdown.
    3. Enter 0 in the value field.
    4. The grid immediately updates to show only SKUs with stock available.

    Available filter options for quantity columns:

    OptionUse Case
    Blank / Not blankFind SKUs with missing quantity data
    Equals / Not equalMatch an exact quantity
    Greater thane.g., Available > 0 to show in-stock SKUs only
    Greater than or equalse.g., Available ≥ 1
    Less than / Less than or equalse.g., find SKUs below a threshold
    In rangee.g., Available between 1–50 for low-stock review

    Tip: Column filters can be stacked with sidebar filters. For example: filter the sidebar to a specific Warehouse Group, then apply Available Quantity > 0 to see what's in stock at that location only.

    Reset: Click Reset Column Filters in the top toolbar to clear all active column-level filters at once.

  3. Save Filters:

    • Apply your filters, then save them for quick access in the future.
    • Rename or delete saved filters as needed.

Step 4: Save Filters as Presets 🆕

Once you've configured a filter combination you use regularly, save it so you don't have to rebuild it each time.

  1. Set up your sidebar and column filters as needed.
  2. Click Save Preset in the left sidebar.
  3. Name your preset (e.g., "In Stock Only" or "Default Warehouse – Available > 0").
  4. Select it from the preset list on future visits to reload the view instantly.

Presets can be renamed or deleted as your needs change.

Step 5: Customize Columns

Adjust the columns displayed in the grid to surface the data most relevant to your workflow:

  • Stock levels (Available, On-Hand, Incoming, Pending)
  • Low stock alerts
  • Warehouse locations
  • Preferred supplier information

Step 6: Bulk Select and Create Orders

  1. Bulk Select Products:
    • Select multiple products from the grid.
  2. Create a Purchase Order (PO):
    • Use the selected products to generate a PO directly from the Stocks Grid.
  3. Create a Transfer Order:
    • Easily create transfer orders to move inventory between locations.

Step 7: Use Actions Menu

  1. Resync Pending: Sync inventory data for updated quantities.
  2. Reset Baseline: Reset inventory quantities to zero for accurate tracking.
  3. Export Data: Export specific selections using the actions menu.

Step 8: Analyze and Plan Inventory Decisions

  1. Use the grid to view:
    • Current inventory levels
    • Incoming stock quantities
    • Low stock alerts
  2. Based on this data, make informed purchasing or replenishment decisions.

Understanding Available Quantity:
Available = On Hand − Pending. Pending reflects units reserved for open, unfulfilled sales orders. A SKU may show On Hand stock but Available = 0 if all units are committed to orders. Always check Pending Quantity alongside Available for the full picture.

Step 9: Export Data

Click the Export button to download your current grid view as a CSV or Excel file for offline analysis or sharing.

Tip: Apply your filters before exporting — the export reflects your active filtered view, not the full unfiltered catalog.

By utilizing the Stocks Grid in Luminous, you can monitor inventory levels in real-time, streamline order creation, and ensure you're making accurate purchasing decisions. This tool simplifies stock management, helping you maintain optimal inventory levels and avoid stockouts.

Tips and Best Practices

  • Use column filters for precise quantity-based views. The Available Quantity > 0 filter is the fastest way to isolate sellable SKUs without leaving the page or exporting.
  • Stack filters for focused decision-making. Combine warehouse group, stock status, and column filters to build exactly the view you need before creating orders or exporting.
  • Save presets for your most common workflows. Teams that review specific warehouses or categories regularly should save those views as named presets.
  • Refresh before acting. Click Refresh Table before creating orders or exporting to ensure you're working with the latest quantities.
  • Available ≠ On Hand. Don't use On Hand alone for fulfillment decisions — Available accounts for what's already committed to open orders.

FAQs and Troubleshooting

Q: I filtered Available Quantity > 0 but I'm still seeing unexpected SKUs. Why?
A: Check whether Include SKUs w/o Warehouse/Warehouse Groups is toggled on — uncheck it if you only want to see SKUs assigned to a warehouse group. Also confirm you applied the filter to Available Quantity specifically, not a different column. Click Reset Column Filters and reapply if unsure.

Q: Can I filter Available Quantity in the SKU view (Inventory > SKUs) the same way?
A: No — column-level numeric filtering is specific to the Stocks Grid. The SKU view supports sorting by Available but not threshold filtering. Use the Stocks Grid for this workflow.

Q: My Available Quantity looks lower than expected after filtering.
A: Available = On Hand − Pending. If new orders have come in since your last refresh, Pending may have increased and reduced Available. Click Refresh Table to pull the latest data.

Q: Can I create a PO directly from my filtered results?
A: Yes — after filtering, bulk select the relevant SKUs using the checkboxes and use the Actions menu to generate a Purchase Order or Transfer Order from the filtered view.

Additional Help

If your inventory data looks incorrect after filtering and refreshing, contact the Luminous support team via the chat icon in the bottom-right corner of your screen.