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V4:Inventory Management Description
V4:Inventory Management Description

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

Sub-moduleTypeClassificationNavigationDig In
Warehouse TypesConfigurationCONFIGURATIONFOUNDATION APPLICATIONINVENTORY MANAGEMENTSET UP WAREHOUSE TYPES/wiki/spaces/WIP/pages/10008289Inventory Management
Inventory Management Business DefinitionsConfigurationCONFIGURATIONFOUNDATION APPLICATIONINVENTORY MANAGEMENTSET UP BUSINESS DEFINITIONS/wiki/spaces/WIP/pages/10008288Inventory Management 
Installed ItemsTransactionalApplicationFOUNDATIONINVENTORY MANAGEMENTMANAGE INSTALLED ITEMS/wiki/spaces/WIP/pages/10008299Inventory Management 
WarehousesConfigurationApplication FOUNDATIONINVENTORY MANAGEMENTMANAGE WAREHOUSESCreating WarehousesInventory Management
Installed Item CategoriesConfigurationCONFIGURATIONFOUNDATION APPLICATIONINVENTORY MANAGEMENTSET UP INSTALLED ITEM CATEGORIES

/wiki/spaces/WIP/pages/10008287

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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 in order 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 actually 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 Inventory Definition as a type used to add Physical Goods from. In addition, the 'FOR ADDING' in the 'Active' Inventory Definition.

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 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.

Tip

There are three ways of creating in which Installed Items can be created:

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.

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 Categories

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

Note

Your Inventory can be managed through the Inventory Management Module and , from which 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 Type of Transaction with Physical Goods which were already imported into the System or by creating those physical goods the Goods while performing the warehouse transactionWarehouse Transaction. Specify the items that should be added in to the warehouse Warehouse and post your warehouse transaction whenever you feel that you the Warehouse Transaction when 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 Type of warehouse transactions Transaction to remove stock from your warehousesWarehouses, by specifying the items that should be removed. Post your warehouse transaction whenever you feel that you the Warehouse Transaction when 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 Type of warehouse transactions Transaction to move stock between your warehousesWarehouses, by specifying the source and target warehouse Warehouse and the items that should be moved. Post your warehouse transaction whenever you feel that the Warehouse Transaction when 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 see whether a specific Installed Item is located in one of your Warehouses or if it was already provided distributed to a specific Subscriber. View all the warehouse transactions Warehouse Transactions that were applied on a specific Installed Item , through the Installed Item History Section.

 

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.

Tip

No configuration is necessary for the modules, sections and attributes not mentioned below.


Create the following Warehouse Types & Inventory Management Definition & Warehouses

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

      1. New Items 
      2. Temp Items
      3. Broken Items
      4. Returned Items

Set up the inventory management definitions

  • Under Allowed Warehouses for Physical Goods Sales
    1. For adding a new physical good on subscription: Warehouses of type new items
    2. For swapping an existing physical good from a subscription: Warehouses of type temp items
  • Under Allowed Warehouses for Physical Goods Returns
    1. For removing an existing physical good from a subscription: Warehouses of type broken items
    2. 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:
    1. Type: Warehouse New Items, Name: Sales Branch 1 - WHS New Items
    2. Type: Warehouse Temp Items, Name: Sales Branch 1 - WHS Temp Items
    3. Type: Warehouse Broken Items, Name: Sales Branch 1 - WHS Broken Items
    4. Type: Warehouse Returned Items, Name: Sales Branch 1 - WHS Returned Items
  • Create one warehouse per each warehouse type owned by sales branch 2
    1. Repeat steps as for sales branch 1
    • Create a warehouse of type new items owned by sales branch 3Type: Warehouse New Items, Name: Sales Branch 3 - WHS New Items

    Warehouses for each of its Sales branches as well as its Sales Partners. It also requires that the new hardware to be provided to its customers is stored in different Warehouses than returned hardware.

    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 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 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 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


    Warehouses

    Warehouse NameWarehouse TypeGroup (Sales Branch or Partner)
    SBA Direct Sales WHDirect Sales WTSales Branch A
    PBA Direct Sales WHDirect Sales WTPartner Branch A
    SBA Indirect SalesIndirect Sales WTSales Branch A
    PBA Indirect SalesIndirect Sales WTPartner Branch A
    SBA Rentals Rentals WTSales Branch A
    PBA Rentals Rentals WTPartner Branch A
    SBA Direct Sales ReturnsReturns of Direct Sales WTSales Branch A
    PBA Direct Sales ReturnsReturns of Direct Sales WTPartner Branch A
    SBA Indirect Sales ReturnsReturns of Indirect Sales WTSales Branch A
    PBA Indirect Sales ReturnsReturns of Indirect Sales WTPartner Branch A
    SBA Rentals ReturnsReturns of Rentals WTSales Branch A
    PBA Rentals ReturnsReturns of Rentals WTPartner Branch A