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| V4:Inventory Management Description |
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| V4:Inventory Management Description |
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Image ModifiedStep 1: Setting up Warehouse Types
First, you must configure Warehouse Types
Warehouse Types are used to group Warehouses to provide differentiated functions to each Warehouse. Warehouse Types are used by the various configuration areas of CRM.COM to set up and provide business rules and restrictions, such as the Inventory Management Definition, or for creating Warehouse
Image ModifiedStep 2: Setting up Inventory Management Definition
An active Inventory Management Definition must then be configured.
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- Adding Physical Goods
- Removing Physical Goods
- Adding Physical Goods during Swap
- Removing Physical Goods during Swap
Image ModifiedStep 3: Creating Warehouses
Warehouses are the storage places where Physical Goods reside. Warehouses can be created through the Inventory Management module. To add a Physical Good to a Subscription or a Job, the good it must reside in a Warehouse, whose type is defined in the active Inventory Definition as a type used to add Physical Goods from. Also, the Group of the Warehouse must be the same as the Group of the user you used to log in.
Image ModifiedStep 4: Creating Installed Items
Installed Items are instances of Physical Goods which are classified as traceable (see Products). Each Installed Item is a unique instance of a Product, with a unique serial number used for identification and tracing.
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Once an Installed Item is created (if not imported) it must then be added to a Warehouse.
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Step 4: Setting Up Installed Item CategoriesConfigure the following modules for additional functionality and categorisation. You can skip configuration of these modules if not required by your business model:
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