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Overview

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Excerpt

In this article you will learn about inventory types and how to manage changes in a product’s inventory type.

Tip

Roles enabled to perform this action:  Admin, Inventory, Sales Manager.

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Inventory Types

There are 4 different types of Inventory within the system

(the inventory type for each can be changed as needed.)

:

  • S - Standing

order

  • Order

  • P - Prebook

  • M - Open

market

  • Market

  • L - Local

Infotitle

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Make Inventory Changes

You can modify a product’s inventory type. The fastest way to change the inventory type is from the Inventory > Pricing screen.

Info

Important

The system allows changes on inventory type as needed, but there are a few things that need to be considered when making these changes:

  • If the inventory type is changed from S (Standing order) to M (Open market), the system will delete the customer to whom the items were assigned previously, as well as the mark code previously added.

  • If the inventory type is changed from P (Prebook) to M (Open market), the system will delete both the customer and the mark code previously assigned.

The faster way of changing the inventory type is from the Inventory>>Pricing screen.

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Inventory Type Changes Warning

The user can choose whether the system should warn company users or not, when

Warn Users when Changing Inventory Types

Administrators can enable system warnings to company users when changing the inventory type to Open Market (M).

To enable this warning, do

this follow

the

next

following steps:

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  1. Go to Setup

> Settings and locate the Inventory menu.ui-step

  1. and select Settings.

  2. Click on the Inventory Options

, and check the "

  1. from the Inventory group of settings.

  2. Check the Don't warn the user when changing the inventory type to the Open

Market"  PaneltitleRelated Articles

  1. Market option.

Ui step

 Save the changes. Once this option is enabled, the system will not warn the user when changing inventory type from "S" or "P" to "M".

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  1. Click Save.

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(lightbulb)Roles enabled to perform this action:  Admin, Inventory, Sales Manager.

Admin, Sales Manager, Procurement User, Inventory
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