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Setting Up Inventory Manager
Setting Up Inventory Manager
Oct 01, 2025
To start managing your inventory, you should go through the following steps:
- Create inventory locations in the Locations & Provider Assignments section.
- Create your parts catalog by importing parts via template.
- Upload parts (stock records) to inventory locations.
- Assign inventory roles and permissions to your employees.
- Set up inventory transfer rules if you want to be able to create inventory transfers in Inventory Manager.
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