Getting Started with Inventory Tracking
Give users access and set things up in the right order.
Before you begin
The feature is installed per company by the implementation team. If a screen shows "Inventory tracking is not set up for this company yet", ask them to install it for that company.
Give users access
- Open Access Rights and choose the user group.
- Under Inventory Tracking, tick the screens the group should use.
- Set Add / Edit / Delete / Post as needed. Post on Batch Allocation allows posting documents with batches.
- The user logs out and in again to see the new menu.
Set things up in this order
| Step | Screen | What to do | Needed for |
|---|---|---|---|
| 1 | Item Attributes | Create attributes and options, or use the ones provided | Variants, descriptive info |
| 2 | Tracking Profiles | Review the starter profiles or create your own | Batch / expiry tracking |
| 3 | Variant Templates | Create reusable templates, or use the ones provided | Variants |
| 4 | Item Master (existing) | Create the base item: units, category, VAT, prices | Variants |
| 5 | Item Variants | Pick the item, pick a template, generate the variants | Variants |
| 6 | Item Attribute Values / Bulk Tracking Profile | Give items a tracking profile | Batch / expiry tracking |
| 7 | Daily work | Create documents as usual, then use Batch Allocation | Batch / expiry tracking |
You can use variants without batch tracking, and batch tracking without variants.
Starter data provided
| What | Provided |
|---|---|
| Tracking profiles | Batch + expiry · Batch only · Expiry date only · Serial number |
| Attributes | Colour and Size; on demo companies also pharmacy, apparel, jewellery, spare parts, food and electronics attributes |
| Variant templates | 19 common ones, e.g. Apparel: colour × size, Tablets: strength × pack, Ring: metal × size, Parts: side × grade |