--- schema_version: "1" id: 19027a23243d9c4aaf68557cf7886d26a9a3b6961a6a1270f73da30234636e98 title: Point of Sale Inventory Management Solutions Overview collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_pos_inventory_mgmnt_solutions_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_mgmnt_solutions_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 510fa4952ab1f24ed591fbf2c164fd24842d27d91d3d54bea09f5c7721fc4cf3 description: Select and configure the inventory records controller for your store. products: - Commerce release: "264" --- # Point of Sale Inventory Management Solutions Overview Select and configure the inventory records controller for your store. Point of Sale's Inventory Management Solutions provide options whether you use Point of Sale as the controller of inventory records, the merchant as the controller, or both. Depending on the chosen operation mode, there are three options available: - Point of Sale as Controller of Inventory Records: This option is ideal if all inventory functions are managed within Point of Sale, or any inventory event impacting store inventory is promptly communicated to Point of Sale. - Customer as Controller of Inventory Records: This option is best for merchants with an external inventory management system that includes sources beyond their stores. In this case, merchants shall regularly update Point of Sale's inventory records. - Dual Controller: This option is for merchants who have an external inventory record but don't want to change Point of Sale's inventory data. Reconciliation and edits are required across systems if discrepancies exist. Point of Sale's Inventory Management solution is only for store inventory. It doesn't work with online inventory management. While online inventory can be displayed and used for endless aisle checks, it is sourced from an external system. ## Point of Sale as Controller of Inventory Records Set up and use Point of Sale as the controller of inventory records for your store. ### CMS Configuration Configure the store settings and inventory configuration settings to turn on Point of Sale as the Controller of Inventory Records. 1. Go to **Store Management > Store Settings > Inventory**. 2. Turn on **Enable PredictSpring Inventory Management (use.ps.ims)**.![The Enable PredictSpring Inventory Management flag in CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_inventory_inventory_mgmt_flag.png) 3. Save your changes. 4. Go to **Inventory > Inventory Configuration > Create**. 5. Under Provider, select "**PredictSpring**." 6. Turn on **Is PredictSpring Master of Records** and **Track Store Inventory**. 7. Turn off **Track Online Inventory**.![The Track Online Inventory flag in CMS turned off.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_inventory_rc_controller_online_inventory_flag.png) ### POS Data Seeding Data seeding involves populating the POS system with initial and ongoing data updates to verify accurate and up-to-date inventory information. - **Initial Load**: Merchants ‌send the initial delta load as a one-time full feed to populate the POS system. - **New Stores**: After a new store is added, send a delta file specifically for that store to update the system. - **New Products**: If new lines or products are introduced, send a delta file for those products to keep the inventory data current. ### POS Inventory Updates from Corporate POS inventory updates from corporate make sure that the POS system remains synchronized with corporate inventory changes through various methods. - **ASN Feeds / API**: Use ASN feeds or APIs to update the POS system with advance shipping notices. - **Cycle Count Management via API**: Manage cycle counts through API to maintain accurate inventory levels. - **Corporate Transfers from CMS**: Update inventory based on corporate transfers managed through the CMS. - **Inventory Adjustments from CMS**: Apply inventory adjustments from the CMS to keep inventory data accurate. - **APIs to Push Web Orders for Store Fulfillment**: Use APIs to push web orders to the POS for store fulfillment. ### POS Data Exports POS data exports lets you send inventory event data through real-time webhooks or file formats. This means you have up-to-date and accurate inventory information without needing to export it every day. Next are the available options for exporting data: - **Real time Webhooks for Sale/Return Inventory Events**: Uses APIs for real-time webhooks to handle sale and return-related inventory events, separate from order exports. Refer to "SALE\_INVENTORY" under Inventory Events in the [Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for more details. Failed webhooks can be reposted in the CMS by going to Reporting and Analytics > Repost Failed Webhook Events. - **Inventory Events for Operations**: Manages inventory operations such as cycle counts, transfers, RTV, and STS using API specifications. Refer to Inventory Events in the [Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for more details. - Supported Formats: Webhook and File formats are available, both providing comprehensive results and eliminating the need for scheduled exports of inventory event data. - **Webhook**: Refer to Point of Sale[Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for details of all relevant fields. - **Files**: Only fields configured via Field Mappings will be exported. If no mapping is defined, all relevant fields for the event will be included. - Configurations: - **Webhook**: Configure custom connectors to register webhook endpoint details. Refer to the [Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for all details. Webhooks support OAuth or API key-based authentication. - **Files**: Schedule export jobs for inventory events with an FTP destination in CMS by going to **Feeds > Export Jobs**. Different events can have different destinations and are configured individually. Alternatively, all events can be sent to the same destination. - Additional options for file exports include: - Using Field Mappings - Adding a header to the exported file - Naming the exported file according to specific conventions![A list of acceptable file naming formats for file exports.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_inventory_rc_controller_file_name.png) - **Inventory Bucket Adjustment Events**: Currently in progress, supports both webhook and file formats. - **Nightly Delta Exports**: Available but not recommended. - **Full Data Export**: Not available directly from the system. Can be requested with your Salesforce Customer Success Manager. ### POS Inventory Reports These reports provide detailed insights into inventory activities and status within the POS system. - [Inventory Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_view_product_inventory.htm&release=264.0.0&type=5 "View inventory at the item or variant group level, and based on inventory buckets."): A summary of the current inventory status across all stores. - [Inventory Ledger](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_inventory_ledger_in_retail_cloud.htm&release=264.0.0&type=5 "Use an inventory ledger to track item details, quantities, costs, dates, and balances in Point of Sale CMS."): Event-level reconciliation of all inventory activities on the POS. - [ASN Report](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_asn_receiving.htm&release=264.0.0&type=5 "Set up accurate inventory receiving, check merchandise against prearrival notifications, and set reason codes for inventory mismatches in Point of Sale."): Details of advance shipping notices and their processing. - [Cycle Count Report](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_view_cycle_count_reports.htm&release=264.0.0&type=5 "See your history of cycle counts in Point of Sale CMS."): Records of inventory counts performed to ensure accuracy. - [Inventory Transfer Report](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_types_of_inventory_events.htm&release=264.0.0&type=5 "View the different export event types in Point of Sale CMS."): Documentation of inventory movements between stores. - [Inventory Adjustment Report](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_managing_inventory.htm&release=264.0.0&type=5 "Manage your store inventory in Point of Sale CMS to keep your data up to date."): Records of adjustments made to inventory quantities. ## Merchant as Controller of Inventory Records Use the merchant as the controller of inventory records for your store. ### CMS Configuration Configure the store settings and inventory configuration settings to turn on the Merchant as the Controller of Inventory Records. 1. Go to **Store Management > Store Settings > Inventory**. 2. Turn on **Enable PredictSpring Inventory Management (use.ps.ims)**.![The Enable Point of Sale Inventory Management flag in Point of Sale MCS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_inventory_inventory_mgmt_flag.png) 3. Save your changes. 4. Go to **Inventory > Inventory Configuration > Create**. 5. Under Provider, select "**PredictSpring**." 6. Turn on **Track Store Inventory**. 7. Turn off **Track Online Inventory** and **Is PredictSpring Controller of Record**.![The Track Store Inventory setting turned on in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_inventory_merchant_controller.png) ### POS Data Seeding Data seeding involves populating the POS system with initial and ongoing data updates to ensure accurate and up-to-date inventory information. - **Initial Load**: The customer sends a one-time full feed for the initial load (Quarterly reset). - **Regular Delta Feeds**: Ongoing updates are provided through regular delta feeds (more than one time per hour, with options for hybrid hourly and daily updates). ### POS Inventory Updates from Corporate POS inventory updates from corporate make sure that the POS system remains synchronized with corporate inventory changes through various methods. - **ASN Feeds / API**: Use advance shipping notice feeds or APIs for updates. - **Cycle Count Management via API**: Manage cycle counts through API to maintain inventory accuracy. - **Corporate Transfers from CMS**: Update inventory based on corporate transfers managed through the CMS. - **Inventory Adjustments from CMS**: Apply inventory adjustments from the CMS to keep inventory data accurate. - **APIs to Push Web Orders**: Use APIs to push web orders for store fulfillment. ### POS Data Exports POS data exports let you send inventory event data through real-time webhooks or file formats. This means you have up-to-date and accurate inventory information without needing to export it every day. - **Real time Webhooks for Sale/Return Inventory Events**: Uses APIs for real-time webhooks to handle sale and return-related inventory events, separate from order exports. Refer to "SALE\_INVENTORY" under Inventory Events in the [Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for more details. Tip: Failed webhooks can be reposted in CMS by going to Reporting and Analytics > Repost Failed Webhook Events. - **Inventory Events for Operations**: Manages inventory operations such as cycle counts, transfers, RTV, and STS using API specifications. Refer to Inventory Events in the [Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for more details. - Supported Formats: Webhook and File formats are available, both providing comprehensive results and eliminating the need for scheduled exports of inventory event data. - Files: Only fields configured via Field Mappings will be exported. If no mapping is defined, all relevant fields for the event will be included. - Webhook: Refer to Point of Sale[Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for details of all relevant fields. - Configurations: - **Webhook**: Configure custom connectors to register webhook endpoint details. Refer to the [Webhook Summary in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) for all details. Webhooks support OAuth or API key-based authentication. - **Files**: Schedule export jobs for inventory events with an FTP destination in CMS by going to Feeds > Export Jobs. Different events can have different destinations andare be configured individually. Alternatively, all events can be sent to the same destination. - Additional options for file exports include: - Using Field Mappings - Adding a header to the exported file - Naming the exported file according to specific conventions![A list of acceptable file naming formats for file exports.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_inventory_rc_controller_file_name.png) - Inventory Bucket Adjustment Events: Currently in progress, supports both webhook and file formats. - Nightly Delta Exports: Available but not recommended. - Full Data Export: Not available directly from the system; can be requested with your Salesforce Customer Success Manager. ### POS Inventory Reports These reports provide detailed insights into inventory activities and status within the POS system. - [Inventory Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_view_product_inventory.htm&release=264.0.0&type=5 "View inventory at the item or variant group level, and based on inventory buckets."): A summary of the current inventory status across all stores. - [ASN Report](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_asn_receiving.htm&release=264.0.0&type=5 "Set up accurate inventory receiving, check merchandise against prearrival notifications, and set reason codes for inventory mismatches in Point of Sale."): Details of advance shipping notices and their processing. - [Cycle Count Report](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_view_cycle_count_reports.htm&release=264.0.0&type=5 "See your history of cycle counts in Point of Sale CMS."): Records of inventory counts performed to ensure accuracy. - [Inventory Transfer Report](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_reports_view_inventory_transfer_history.htm&release=264.0.0&type=5 "Access a list of Store-to-Store, Corporate, and Return to Vendor (RTV) transfers in the Point of Sale (POS) app."): Documentation of inventory movements between stores. - [Inventory Adjustment Report](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_managing_inventory.htm&release=264.0.0&type=5 "Manage your store inventory in Point of Sale CMS to keep your data up to date."): Records of adjustments made to inventory quantities. ## Point of Sale and Merchant as Controllers of Inventory Records Use both the merchant and Point of Sale as the controller of inventory records for your store. This setup is similar to the "Point of Sale as Controller" configuration. The customer is responsible for reconciling inventory on their end using event and nightly delta exports.