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| V4:Inventory Management Description |
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| V4:Inventory Management Description |
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What Comes First
To start using Inventory Management configure the System to support your own business model. In the following table, you can find the configuration modules related to Inventory Management
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Step 1: Setting up Warehouse Types
First you must configure Warehouse Types
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Your Inventory can be managed through the Inventory Management Module and you can: - Add Stock into your Warehouses: Add stock to your existing warehouses by performing Stock In Warehouse Transactions. Use this type of warehouse transactions to add stock in your warehouses, either by using physical goods which are already imported into the System or by creating those physical goods while performing the warehouse transaction. Specify the items that should be added in the warehouse and post your warehouse transaction whenever you feel that you are ready to add the stock.
- Removing Stock from your Warehouses: Remove stock from your existing warehouses by performing Stock Out Warehouse Transactions. Use this type of warehouse transactions to remove stock from your warehouses, by specifying the items that should be removed. Post your warehouse transaction whenever you feel that you are ready to remove the stock.
- Moving Stock between your Warehouses: Move stock between warehouses by performing Stock Movement Warehouse Transactions. Use this type of warehouse transactions to move stock between your warehouses, by specifying the source and target warehouse and the items that should be moved. Post your warehouse transaction whenever you feel that you are ready to move the stock.
- Viewing the location of all your Physical Good: View the location of all your physical goods, through the Location Information sections available on Installed Items. Access this area by navigating to Inventory Management > Installed Items. Use this information to view if a specific Installed Item is located in one of your Warehouses or if it was already provided to a specific Subscriber. View all the warehouse transactions that were applied on a specific Installed Item, through the Installed Item History Section
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Do it Yourself!!
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Let's see how you can quickly set up the System to start using Inventory Management module for your Subscriptions business
Create the following Warehouse Types & Inventory Management Definition Company ZX would like to set up its warehouses for 4 different product types and its different sales branches.
CRM.COM Solution Create the following warehouse types
- New Items
- Temp Items
- Broken Items
- Returned Items
Set up the inventory management definitions - Under Allowed Warehouses for Physical Goods Sales
- For adding a new physical good on subscription: Warehouses of type new items
- For swapping an existing physical good from a subscription: Warehouses of type temp items
- Under Allowed Warehouses for Physical Goods Returns
- For removing an existing physical good from a subscription: Warehouses of type broken items
- For physical goods that were swapped from a subscription: Warehouses of type returned items
- Create one warehouse per each warehouse type owned by sales branch 1:
- Type: Warehouse New Items, Name: Sales Branch 1 - WHS New Items
- Type: Warehouse Temp Items, Name: Sales Branch 1 - WHS Temp Items
- Type: Warehouse Broken Items, Name: Sales Branch 1 - WHS Broken Items
- Type: Warehouse Returned Items, Name: Sales Branch 1 - WHS Returned Items
- Create one warehouse per each warehouse type owned by sales branch 2
- Repeat steps as for sales branch 1
- Create a warehouse of type new items owned by sales branch 3
- Type: Warehouse New Items, Name: Sales Branch 3 - WHS New Items
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