Config

Where to find itInventory → Config → Settings & Locations → Warehouses

Detailed steps for this screen are being generated from the running application.

Where to find itInventory → Config → Settings & Locations → Locations

Detailed steps for this screen are being generated from the running application.

Where to find itInventory → Config → Settings & Locations → Shelves

Detailed steps for this screen are being generated from the running application.

Where to find itInventory → Config → Settings & Locations → Warehouse Hierarchy

How to use Warehouse Hierarchy

1. 1
   Open Warehouse Hierarchy

   In the Inventory module, open Config in the green navigation bar, then choose Warehouse Hierarchy under Settings & Locations.

2. 2
   Use the available actions

   Buttons available on this screen: New Warehouse, Skip — I’ll set it up manually, Start.

Where to find itInventory → Config → Settings & Locations → Warehouse Setup Wizard

How to use Warehouse Setup Wizard

1. 1
   Open Warehouse Setup Wizard

   In the Inventory module, open Config in the green navigation bar, then choose Warehouse Setup Wizard under Settings & Locations.

2. 2
   Use the available actions

   Buttons available on this screen: Skip — I’ll set it up manually, Start.

Where to find itInventory → Config → Settings & Locations → Put-away Rules

How to use Put-away Rules

1. 1
   Open Put-away Rules

   In the Inventory module, open Config in the green navigation bar, then choose Put-away Rules under Settings & Locations.

2. 2
   Review the list

   The list shows these columns: PRIORITY, RULE, WAREHOUSE, APPLIES TO, STORE IN, ACTIVE. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: New Rule, Skip — I’ll set it up manually, Start.

Where to find itInventory → Config → Settings & Locations → Stock Settings

How to use Stock Settings

1. 1
   Open Stock Settings

   In the Inventory module, open Config in the green navigation bar, then choose Stock Settings under Settings & Locations.

2. 2
   Use the available actions

   Buttons available on this screen: Save Configurations, Skip — I’ll set it up manually, Start.

Where to find itInventory → Config → Settings & Locations → Number Sequences

How to use Number Sequences

1. 1
   Open Number Sequences

   In the Inventory module, open Config in the green navigation bar, then choose Number Sequences under Settings & Locations.

2. 2
   Review the list

   The list shows these columns: ENTITY TYPE, PREFIX, PADDING, RESET PERIOD, NEXT NUMBER, ACTIONS. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: Skip — I’ll set it up manually, Start.

Where to find itInventory → Config → Masters → Units of Measure

How to use Units of Measure

1. 1
   Open Units of Measure

   In the Inventory module, open Config in the green navigation bar, then choose Units of Measure under Masters.

2. 2
   Review the list

   The list shows these columns: NAME, ABBREVIATION, TYPE. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: Add Unit, Skip — I’ll set it up manually, Start.

Where to find itInventory → Config → Masters → Vendors

How to use Vendors

1. 1
   Open Vendors

   In the Inventory module, open Config in the green navigation bar, then choose Vendors under Masters.

2. 2
   Review the list

   The list shows these columns: NAME, PHONE, EMAIL, CURRENCY. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: Add Vendor, Skip — I’ll set it up manually, Start.

Where to find itInventory → Config → Masters → Carriers

How to use Carriers

1. 1
   Open Carriers

   In the Inventory module, open Config in the green navigation bar, then choose Carriers under Masters.

2. 2
   Review the list

   The list shows these columns: CODE, CARRIER NAME, PHONE, EMAIL, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

3. 3
   Use the available actions

   Buttons available on this screen: Add Carrier, Skip — I’ll set it up manually, Start.