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To start using Inventory Management configure the System to support your 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 Start by configuring Warehouse Types

Warehouse Types are used to group Warehouses to provide differentiated functions to each Warehouseaccording to their function. Warehouse Types are used by the various configuration areas of in CRM.COM to set up and provide configurations to put in place business rules and restrictions, such as the Inventory Management Definition, or for creating WarehouseWarehouses.

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Step 2: Setting up

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an Inventory Management Definition 

An active Proceed to configure an 'Active' Inventory Management Definition must then be configured. 

Inventory Management Definitions is a set of business rules used to control the behaviour of Inventory Management  throughout their Life throughout its Life Cycle.  In particular, through Through Inventory Management Definitions you have the option to can define the Warehouse Types from where which Physical Goods will be retrieved or moved back to returned when used either on Jobs or and Subscriptions. For each Warehouse Type, a Classification one of three Classifications below must be definedselected, which determines the type for which Type of Sale the Physical Goods of the Warehouse will be available for.
There exist 3 Classifications: 

• Rentals: Used for Installed Items to Subscriptions as 'Rentals'. i.e. the customers don't buy the Installed Item. When the Subscription is terminated the Installed Item must be returnedrented Subscription Installed Items.  The customers do not purchase the item and return it when the Subscription is terminated.
• Direct Sales: Used for Installed Items that are sold through Jobs and are extracted from Warehouses that belong to your business. i.e. the ' Warehouses.  The customers get billed for the Physical Good through CRM.COM, and the good is does not required have to be returned after the if a customer stops cooperating with your business.
• Indirect Sales: Used for Installed Items that are sold through Jobs and are extracted from Warehouses that belong to partners of your business . i.e. the partners' Warehouses. The customers do not get billed for the Physical Good through CRM.COM, and the good is does not required have to be returned after the returned if a customer stops being cooperating with your customerbusiness.

Set up the Warehouse Types to be used in each of the following cases, where movement of Physical Goods is required:

• Adding Physical Goods
• Removing Physical Goods
• Adding Physical Goods during Swap
• Removing Physical Goods during Swap

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Step 3: Creating Warehouses 

Warehouses are the storage places locations where Physical Goods resideare stored before distribution. 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 be located in a Warehouse , whose type Type is defined in the active 'Active' Inventory Definition as a type Type used to add Physical Goods from. Also, the

The Group of the Warehouse must should also be the same as the User Group of the user you used to log in.

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Step 4: Creating Installed Items 

Installed Items are instances of Physical Goods which are classified as traceable Traceable (see Products). Each Installed Item is a unique instance of a Product, with a unique serial number used for identification and tracing.

To create an Installed Item, the following attributes must be defined:

• Product:  The traceable Physical Good Product. 
  
• Serial Number: The unique identification of the Installed Item . (This will most probably be usually sent to the Provisioning Provider System as an identification of the subscriber).
  
• Components:  Components are required  Required in case that the Product is a Fixed Product Bundle, i.e. it is made up of multiple other Products.

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Configure the following modules for additional functionality and categorisation. You can skip configuration of these modules if not required by your business model:.

• Installed Item Categories:  Installed Item categories are used  Used to classify Installed Items into generic groups based on specific similar common attributes that they share. Installed Item categories are following Categories follow a hierarchical tree structure. Each Installed Item an can be classified only in one category.
  
  

Do it Yourself!!

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