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V4:Inventory Management Description
V4:Inventory Management Description

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Step 1: Setting up Warehouse Types 

First, you must configure Warehouse Types

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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

Tip

For the modules, sections and attributes not mentioned you don't need to make any configuration


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.


Warehouse Types

NameInformation
Direct Sales WTFor Warehouses that belong to your business and from where Installed Items will be sold
Indirect Sales WTFor Warehouses that belong to partners of your business and from where Installed Items will be provided (not billed from CRM.COM)
Rentals WTFor Warehouses that belong to your business and from where Installed Items will be rented (not billed)

Returns of Direct Sales WT

For Warehouses that belong to your business and to where sold Installed Items that are replaced for free (through Warranties) will be returned

Returns of Indirect Sales WT

For Warehouses that belong to partners of your business and to where indirectly sold Installed Items that are replaced for free (through Warranties) will be returned

Returns of Rentals WT

For Warehouses that belong to your business and to where rented Installed Items will be returned

 

Inventory Management definitions

For AddingFor Adding During ReplacementFor RemovingFor Removing during Replacement
Warehouse TypeClassificationWarehouse TypeClassificationWarehouse TypeClassificationWarehouse TypeClassification

Direct Sales WT

Direct SalesDirect Sales WTDirect Sales

Returns of Direct Sales WT

Direct SalesReturns of Direct Sales WTDirect Sales

Indirect Sales WT

Indirect SalesIndirect Sales WTIndirect Sales

Returns of Indirect Sales WT

Indirect SalesReturns of Indirect Sales WTIndirect Sales

Rentals WT

RentalsRentals WTRentals

Returns of Rentals WT

RentalsReturns of Rentals WTRentals


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