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V4:Inventory Management Description
V4:Inventory Management Description

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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 ItemsApplicationFOUNDATIONINVENTORY MANAGEMENTMANAGE INSTALLED ITEMS/wiki/spaces/WIP/pages/10008299Inventory Management 
WarehousesApplication FOUNDATIONINVENTORY MANAGEMENTMANAGE WAREHOUSESCreating WarehousesInventory Management
Installed Item CategoriesConfigurationCONFIGURATIONFOUNDATION APPLICATIONINVENTORY MANAGEMENTSET UP INSTALLED ITEM CATEGORIES

/wiki/spaces/WIP/pages/10008287Inventory Management

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Step 1: Setting up Warehouse Types 

Start by configuring Warehouse Types

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Inventory Management Definitions is a set of business rules used to control the behaviour of Inventory Management throughout its Life Cycle. Through Inventory Management Definitions you can define the Warehouse Types from which Physical Goods will be retrieved or returned when used on Jobs and Subscriptions. For each Warehouse Type, one of three Classifications below must be selected, which determines for which Type of Sale the Physical Goods of the Warehouse will be available.

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Warehouses are the locations where Physical Goods are stored before distribution. Warehouses can be created through the Inventory Management module. To add a Physical Good to a Subscription or a Job, it must be located in a Warehouse whose Type is defined in 'FOR ADDING' in the 'Active' Inventory Definition as a Type used to add Physical Goods from.

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

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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.

Tip

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

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

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Let's see how you can quickly set up the System to start using Inventory Management module.

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 branchesWarehouses 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