Inventory Settings

Learn how to configure and manage essential inventory settings, including units of measure, inventory statuses, transfer rules, and location management to streamline your inventory operations.

Overview​

The Inventory Settings module provides essential configuration options that form the foundation of your inventory management system. These settings enable you to:

• Standardize Measurements: Define and manage units of measure for consistent material tracking
• Track Status: Create and manage inventory statuses for accurate stock monitoring
• Control Transfers: Establish rules for efficient inventory movement
• Manage Locations: Configure and maintain inventory storage locations
• Ensure Accuracy: Maintain precise inventory records through standardized settings

Units of Measure​

Accessing Units of Measure​

1. Navigate to Settings
2. Expand the Inventory menu
3. Select Units of Measure

Managing Units of Measure​

The landing page displays all currently configured units of measure, providing a central location for UOM management:

Creating New Units of Measure​

To add a new unit of measure:

1. Click the New Unit of Measure button
2. Complete the required information in the form

Required Fields​

• Name (Required): Enter the unit of measure name
• Description (Required): Provide a clear description of the unit
• Code (Required): Specify a unique identifier code
• Type (Required): Select the dimensional type from the dropdown menu

Managing Existing Units​

After creation, you can manage your units of measure from the landing page:

• Edit existing units using the "..." menu
• Delete units that are no longer needed
• Review and update unit configurations

Inventory Status Management​

Configuring Status Types​

Define material availability states for accurate tracking:

1. Navigate to Inventory Status section
2. View existing status configurations

Creating New Status Types​

To add a new inventory status:

1. Click the New Status button
2. Access the status creation interface

Status Configuration​

Complete the following required fields:

• Name (Required): Clear status identifier
• Description (Required): Detailed status explanation
• Type (Required): Select from dropdown menu

Transfer Rules​

Setting Up Transfer Protocols​

Configure rules for inventory movement between locations:

1. Access Transfer Rules section
2. View existing transfer configurations

Creating Transfer Rules​

To establish new transfer protocols:

1. Click New Rule on the Transfer Rules landing page
2. Access the rule creation interface

Required Configuration​

Complete these essential fields:

• Source Location (Required): Origin of inventory
• Destination Location (Required): Target location
• Priority (Required): Rule processing order

Location Management​

Managing Addresses​

Configure and manage inventory location addresses:

1. Select Addresses from the inventory menu
2. Access address management interface

Adding New Locations​

To create a new location address:

1. Click New Address button
2. Access address creation form

Address Configuration​

Complete the following required information:

Required Fields:

• Address Line 1: Primary address information
• City/District: Location city or district
• State/Province: Administrative region
• Postal Code: Location postal code
• Country: Country selection

Optional Fields:

• Address Line 2: Additional address details

Interactive Tutorial​

Learn how to effectively configure and manage inventory settings, including units of measure, status types, transfer rules, and location management. This comprehensive guide demonstrates essential setup procedures and best practices for maintaining an efficient inventory system.