Inventory Types

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
2 min read

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

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

Inventory Types

There are 4 different types of Inventory within the system:

  • S - Standing Order

  • P - Prebook

  • M - Open Market

  • L - Local

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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.

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.

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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 the following steps:

  1. Go to Setup and select Settings.

  2. Click on the Inventory Options from the Inventory group of settings.

  3. Check the Don't warn the user when changing the inventory type to the Open Market option.

  4. Click Save.

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