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Setting Up Inventory Manager

Setting Up Inventory Manager

Owned by Anastasia Troichuk (Unlicensed)
Last updated: Oct 25, 2021

To start managing your inventory, you should go through the following steps:

  1. Create inventory locations in the Locations & Provider Assignments section.
  2. Create your parts catalog by importing parts via template.
  3. Upload parts (stock records) to inventory locations.
  4. Assign inventory roles and permissions to your employees.
  5. Set up inventory transfer rules if you want to be able to create inventory transfers in Inventory Manager.

Steps to set up Inventory Manager



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