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Settings

This guide walks through each screen in the Settings menu of the Inventory module: Warehouses, Locations, Shelves, Warehouse Hierarchy, Warehouse Setup Wizard, Put-away Rules, Inventory Settings, Number Sequences, Item Codes (SKU), Units of Measure, Vendors, Carriers.

Warehouses

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

Warehouses in the Inventory module.

How to use Warehouses

  1. 1
    Open Warehouses

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

  2. 2
    Review the list

    The list shows these columns: CODE, WAREHOUSE NAME, BINS, 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: Hierarchy View, New Warehouse.

Full Warehouses guide →

Locations

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

Locations in the Inventory module.

How to use Locations

  1. 1
    Open Locations

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

  2. 2
    Review the list

    The list shows these columns: CODE, LOCATION NAME, WAREHOUSE, SHELVES, 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 Location.

Full Locations guide →

Shelves

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

Shelves in the Inventory module.

How to use Shelves

  1. 1
    Open Shelves

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

  2. 2
    Review the list

    The list shows these columns: CODE, SHELF NAME, LOCATION, WAREHOUSE, CAPACITY, 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 Shelf.

Full Shelves guide →

Warehouse Hierarchy

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

Warehouse Hierarchy in the Inventory module.

How to use Warehouse Hierarchy

  1. 1
    Open Warehouse Hierarchy

    In the Inventory module, open Settings 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.

Full Warehouse Hierarchy guide →

Warehouse Setup Wizard

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

Warehouse Setup Wizard in the Inventory module.

How to use Warehouse Setup Wizard

  1. 1
    Open Warehouse Setup Wizard

    In the Inventory module, open Settings 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.

Full Warehouse Setup Wizard guide →

Put-away Rules

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

Put-away Rules in the Inventory module.

How to use Put-away Rules

  1. 1
    Open Put-away Rules

    In the Inventory module, open Settings 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.

Full Put-away Rules guide →

Inventory Settings

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

Inventory Settings in the Inventory module.

How to use Inventory Settings

  1. 1
    Open Inventory Settings

    In the Inventory module, open Settings in the green navigation bar, then choose Inventory 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.

Full Inventory Settings guide →

Number Sequences

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

Number Sequences in the Inventory module.

How to use Number Sequences

  1. 1
    Open Number Sequences

    In the Inventory module, open Settings 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.

Full Number Sequences guide →

Item Codes (SKU)

Where to find itInventory → Settings → Settings & Locations → Item Codes (SKU)

Item Codes (SKU) in the Inventory module.

How to use Item Codes (SKU)

  1. 1
    Open Item Codes (SKU)

    In the Inventory module, open Settings in the green navigation bar, then choose Item Codes (SKU) under Settings & Locations.

  2. 2
    Review the list

    The list shows these columns: Category, Code pattern, Next item will be, Used so far. 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: Save.

Full Item Codes (SKU) guide →

Units of Measure

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

Units of Measure in the Inventory module.

How to use Units of Measure

  1. 1
    Open Units of Measure

    In the Inventory module, open Settings 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.

Full Units of Measure guide →

Vendors

Where to find itInventory → Settings → Masters → Vendors

Vendors in the Inventory module.

How to use Vendors

  1. 1
    Open Vendors

    In the Inventory module, open Settings 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.

Full Vendors guide →

Carriers

Where to find itInventory → Settings → Masters → Carriers

Carriers in the Inventory module.

How to use Carriers

  1. 1
    Open Carriers

    In the Inventory module, open Settings 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.

Full Carriers guide →