Migrating and Upgrading to Inventory Management
If upgrading to Magento v2.3.X, this information provides details on new features and changes to your existing catalog and Inventory configurations.
Magento Inventory Management includes features, enhancements, and developer support that enhances and updates all product stock management and add new features. All features are available out-of-the-box including the Source Selection Algorithm and Concurrent Checkout to match order quantities to sources and order fulfillment. Depending on your websites, stores, and merchant type, you can create additional stock and sources, assigning inventory amounts, and more. For complete information, see Inventory Management and Learn about Inventory Management.
When first installing or upgrading to Magento 2.3.x Open Source, Commerce, or Commerce Cloud, the following initial changes occur:
- Inventory Management enables at the global store or product level. The Manage Stock option enables or disables tracking of inventory quantities, calculations of aggregated salable quantities, and reservation management for tracking purchases through to invoice and shipment. You can disable this option to use an ERP and other third party services for managing stock, orders, and shipments. For additional information, see Inventory Management Modules below.
- A Default Source and Default Stock add to the system. Do not disable or remove these defaults. Magento assigns existing and newly imported products to these defaults.
- Stocks provide an aggregated, virtual Salable Quantity with reservations to track shopping carts and orders, ensuring concurrent checkout.
- All existing products in your catalog assign to the Default Source. Until you add new sources, the product interface does not change. If you only ship products from one location, you will not see additional differences for sources. You can create custom sources and assign quantities per shipment location.
- Your website assigns to the Default Stock. You can create custom stocks to connect sales channels (websites) and sources (locations).
- Additional configuration options add to your products and global store. Some existing configurations options receive updated options and behaviors:
- Notify for Quantity Below sends notifications and deducts from the Salable Quantity.
- Out-of-Stock Threshold supports positive amounts, zero, and negative amounts. With Backorders enabled, positive amounts are ignored, considered zero (or infinite).
- Backorders supports zero (infinite) and negative amounts. When enabled, the Notify for Quantity Below does not deduct from the Salable Quantity.
- New Reservations track potential sales, converting to quantity deductions when the order ships. You never directly access or create reservations. Magento creates and manages reservations behind-the-scenes through orders, shipments, and credit memos.
- Orders and shipments include new features to recommend shipments using the Source Selection Algorithm and support partial shipments from multiple sources to fulfill an order.
- New import/export features allow you to mass add sources, update inventory quantities, and set stock status (in/out of stock) for all SKUs in your catalog. These features allow you to modify for one, selected, or all sources.
- New bulk options through the Product grid page support assigning sources, unassigning sources, and transferring inventory to sources.
Magento Order Management and Inventory Management
If you use Magento Order Management in your Magento implementation to manage, sell, and fulfill inventory from any sales channel, you need to fully disable the Inventory Management extensions. These modules provide all Inventory Management features to Magento, including Single and Multi Source management, stocks, reservations, and more.
We may support integrations between Magento Inventory Management (also known as MSI) and Magento Order Management in a later release.
Magento Order Management provides extensive features and services for advanced omnichannel order management, global inventory and multisourcing, store to warehouse fulfillment, and centralized customer service. For a complete list of features, see the OMS Feature list.
Magento Inventory Management extends existing Magento features with additional options to track in-flight orders, on-hand inventory, available inventory for a stock, and APIs for extension development.
Inventory Management Modules
You may need to disable Inventory Management modules to:
- Speed up upgrade of merchants currently on Magento 2.0/2.1/2.2 and migrating to 2.3.x.
- Use custom or third party inventory and order management modules.
- Use Magento Order Management for inventory management. The current connector does not support Inventory Management interfaces. For OMS merchants upgrading to Magento 2.3.0, they need to disable these modules.
For complete details, see the DevDocs Manage Inventory Management modules.