How to Find and Filter Inventory Levels [Step-by-Step Guide]

When you manage your stock in techOMS, you might need to find a specific inventory record or group of records. This guide covers how to search, filter, and view your inventory data, including nested lot-level details.

	Make sure that you are operating at the correct Account beforehand.

To find, filter, and review your Inventory Levels, follow these steps:

Click Inventory Levels from the left menu under the Inventory section.

Locate the specific records you need using one of the following methods:

• Quick Search: Type a SKU or Warehouse directly into the search bar.
• Advanced Search: Click the Filter icon to open the advanced options and apply specific criteria.

Then, review the results in the inventory grid.

	To view lot-level details, use the Lot # column: If a specific SKU has multiple lots in a warehouse, a View Lots chevron or arrow icon will appear. Click this icon to expand and view the sub-lines for each specific lot. If the SKU has only a single lot, the lot number displays flat on the main row without needing expansion. This display works in a nested format with Virtual Warehouses, allowing up to three levels of expansion (Virtual Warehouse > Physical Warehouse > Lot Number). For detailed information, refer to Understanding Lot and Serial Numbers [Information].

If needed, click the Bundles tab to view availability for bundled products.

Each Bundle SKU displays an available quantity equal to the component that has the least availability.

	For a detailed definition of what each column represents and how they are calculated based on order statuses, refer to Understanding Inventory Levels and Order Status Impact [Information].

You have successfully filtered your Inventory Levels and can now accurately track your available quantities and specific lot allocations across your warehouses.