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Key Takeaways
- From October 1, affected inventory analytics models use on hand rather than sellable available quantity.
- On hand includes all physical units at a location, including units committed to open orders and units currently unavailable.
- FROM inventory, FROM inventory_by_location and seven named reports use the new definition.
- Data before October 1 keeps its available-quantity definition. Mark the boundary when comparing periods.
Check whether the comparison crosses October 1
The increase may be a reporting change rather than additional physical stock. Shopify says its inventory analytics models switched to on hand quantity on October 1, 2026. This counts units physically held at a location, whereas available quantity counts units available to sell.
On hand includes units committed to open orders and units currently unavailable. With other conditions held constant, reported inventory may therefore be higher by these quantities. A rise in the report alone does not establish replenishment or an inventory adjustment.
Which reports and ShopifyQL queries are affected?
The announcement names FROM inventory and FROM inventory_by_location. When writing ShopifyQL, check the data model and then the report dates. A query that still runs successfully does not establish that its quantity definition is unchanged.
The named reports are Products by sell-through rate, Products by days of inventory remaining, Inventory sold daily by product, and ABC product analysis.
The list also includes Month-end inventory value, Inventory transfer orders and shipments, and Month-end inventory snapshot. These names identify the official list; this check did not access any store’s reports or establish that a particular store has the required permissions.
A hypothetical example: why 80 can become 100
Suppose physical stock at a location remains unchanged and consists of 80 sellable units, 15 units committed to open orders and 5 currently unavailable units. Available quantity is 80; on hand quantity is 100. The difference of 20 comes from the definition and should not automatically be recorded as newly received stock.
This is an illustrative example, not a measured Shopify store result. For an actual comparison, match the products, locations, filters and time range before checking committed and unavailable quantities. Do not force figures from different dimensions to reconcile.
Split the periods, then compare matching dimensions
First, mark October 1, 2026 as the definition boundary. Shopify explicitly says historical data before October 1 remains unchanged and shows available quantity. Only October 1 and later use on hand. Connecting both periods as a single consistent trend can create a misleading increase.
Second, confirm the report or ShopifyQL model, products, locations and filters, then check the corresponding committed and unavailable quantities. Label the quantity definition in exports and handoffs instead of referring only to “inventory.”
Third, separate differences explained by the definition from discrepancies still requiring investigation. If matching dimensions and known quantities do not explain the change, inspect the specific report and inventory records. This announcement alone is not a reason to adjust stock automatically or dismiss an anomaly.
Keep unspecified scope open for verification
The announcement read for this article shows no exact publication date, cutoff timezone, or complete list of countries, plans, permissions and fees. November 11, 2026 is this article’s first-publication date, not the reporting change’s effective date. For reports on the boundary date, verify the interpretation against the store’s current guidance.
The announcement concerns inventory analytics models and reports powered by them. It does not announce replacement fields across every inventory API or require historical data to be rewritten. Before changing custom apps, replenishment automation or financial comparisons, confirm the actual data source and definition in use.
Sources
Frequently Asked Questions
Is this the same change as moving reserved inventory to committed?
These are separate changes. This article covers the analytics models’ switch from available to on hand and comparisons across October 1. Moving reserved inventory to committed concerns the classification of inventory allocations. Do not transfer field or historical-data conclusions from one announcement to the other.
What should I keep when handing the issue to a colleague?
Keep the store, report name or ShopifyQL model, date range and timezone, product and location filters, quantity definition, and observed discrepancy. Record any committed and unavailable quantities you could verify at the time. Mark unknowns explicitly and remove login credentials and customer information.