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Inventory Management - Configuration Requirements

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 Back to Inventory Management Main Page

Learn to set up Inventory Management related business processes and rules. 

 Mandatory Configuration: Links to manuals of Inventory Management configuration modules that are required for the module to work correctly.

 Related Configuration: Links to manuals of configuration modules other than of Inventory Management that offer additional functionality or are required for the module to work correctly.

 Optional Configuration: Links to manuals of Inventory Management configuration modules that offer additional functionality but are not required for the module to work correctly.

Mandatory Configuration

The following modules must be configured in order to use the Inventory Management:

Module NameManualDescription

Inventory Management Business Definitions

/wiki/spaces/WIP/pages/10008288Create and activate an Inventory Management Definition to set the business rules that will be used to create and maintain Warehouses and Warehouse Transactions throughout their Life Cycle.
Warehouse Types/wiki/spaces/WIP/pages/10008289Warehouse Types are used to group Warehouses and provide different business 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.

Related Configuration

The following modules are related to but are not a part of, Inventory Management. Such entities either: 

  • Must be configured accordingly in order to be able to start using the Inventory Management module (Configuration Type = Mandatory) 
    OR 
  • May be configured to use the Inventory Management module at its full capacity (Configuration Type = Optional).
Module NameModule ManualModule DescriptionConfiguration Type
Not ApplicableNot ApplicableNot ApplicableNot Applicable


Optional Configuration

The following entities are available and can be configured under Inventory Management.  A working CRM.COM model can exist without them being configured.

Module NameModule ManualModule Description

Installed Item Categories

/wiki/spaces/WIP/pages/10008287Installed Item Categories are used to classify Installed Items into generic groups based on specific common attributes.

Related Areas

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