---
title: "How To Guide: Inventory Management - Configuration"
url: "https://help.psarev.io/en/article/how-to-guide-inventory-management-configuration"
language: "en"
last_updated: "2025-10-31T19:13:53.959Z"
---

# How To Guide: Inventory Management - Configuration

1. Introduction

![1](https://export.supademo.com/renders/f5zncuhec0/out.png)

2. Start by enabling inventory management in the instance, which will turn on the menu items you'll need in order to use the module. This will require Admin level permission.

Click **Admin** on the main menu and select **System Settings**.

![2](https://export.supademo.com/renders/i2fe6mv1ye/out.png)

3. Select **Inventory**.

![3](https://export.supademo.com/renders/2pa1qf6ra8/out.png)

4. Click the **down arrow** on the far right on **System Configuration**.

![4](https://export.supademo.com/renders/dwvlrqqf8x/out.png)

5. To enable the Inventory Management module in your Rev.io instance, toggle the **Enable Inventory Management** switch to "on".

*Note: Your permission role must include this permission in order to access the setting.*

![5](https://export.supademo.com/renders/unw3kaf3tt/out.png)

6. Enabling inventory management does not automatically track all products. Later in this video we will show you how to enable tracking on your products.

![6](https://export.supademo.com/renders/yc0txt56nw/out.png)

7. You must select the **Valuation Method** next. Currently, we support **Standard** as the only option, but more options will be released shortly.

![7](https://export.supademo.com/renders/1ndz3n9dlo/out.png)

8. Once you have enabled and set the valuation method, click the **Save** button.

![8](https://export.supademo.com/renders/jp9r2be4iv/out.png)

9. You can view the **System Status** of your inventory management module by clicking the **down arrow** on the right.

![9](https://export.supademo.com/renders/1st1mwx79o/out.png)

10. This will display whether the module is enabled or disabled and any last modified information.

![10](https://export.supademo.com/renders/zbn94bjidn/out.png)

11. Next you will configure your inventory locations. Click **Admin** on the main menu and then select **System Tables**.

![11](https://export.supademo.com/renders/1dalr4iwnx/out.png)

12. Click the **Inventory Management** tab.

![12](https://export.supademo.com/renders/5frdqogvxg/out.png)

13. Click the down arrow to the right for Location Type.

![13](https://export.supademo.com/renders/3nxraiytpl/out.png)

14. The system is pre-populated with one Location Type for "Warehouse". To add other location types, click the **Add Location Type** button.

![14](https://export.supademo.com/renders/66k3tlnx37/out.png)

15. After you add any location types, you can add the **Locations** if you wish. Click the **down arrow** on the right

![15](https://export.supademo.com/renders/pylhikgbnv/out.png)

16. There are no system entries for location. Click the **Add Location** button to begin adding locations.

![16](https://export.supademo.com/renders/s0qik4n1my/out.png)

17. Type in the **locations** and select the **location type** for each location from the list you just created.

![17](https://export.supademo.com/renders/wytknvuzgv/out.png)

18. Make sure to click the **Save** button when you have them all added.

![18](https://export.supademo.com/renders/mmb0yejk3k/out.png)

19. Finally, you will configure your products to track inventory. Click **Inventory** on the main menu and select **Product Catalog**.

![19](https://export.supademo.com/renders/pjm1w9rhea/out.png)

20. Any time you add a new product, you'll need to make sure to configure it for inventory if it should be tracked.

We will click the **New Product** button to add a product for demonstration.

![20](https://export.supademo.com/renders/u6g75svmxi/out.png)

21. If you want to track this product in inventory, toggle the **Requires Inventory Management** option to "on".

![21](https://export.supademo.com/renders/2sypxeisr1/out.png)

22. If you turn on the *Requires Inventory Management* option, a second option will appear.

If this is a serialized product, you can choose to **Require Serial Number Tracking** if you wish.

*Note: If you do not enable this feature, inventory will be tracked but will not require serial numbers to be input.*

![22](https://export.supademo.com/renders/d0b7pc5097/out.png)

23. Products that are configured for inventory management will be marked with the **box icon**.

![23](https://export.supademo.com/renders/z2nx5rp1h8/out.png)

24. Products that are also configured for serial number tracking will be marked with the **bar code icon**.

![24](https://export.supademo.com/renders/r5hwr007pj/out.png)

25. To add or change the inventory management settings on an existing product, click to **Edit** that product and then select the **Admin** tab to view the same options we saw when creating a new product.

![25](https://export.supademo.com/renders/h4jhmced8t/out.png)

26. You can also **bulk update existing products** in the catalog to set inventory management configuration. You can **cherry pick** the products you wish to update in the column on the left.

![26](https://export.supademo.com/renders/meiltk8ztw/out.png)

27. Once you have selected at least one product, the Bulk Action button will become available. Select all the products you want to update and click the **Bulk Action** button.

![27](https://export.supademo.com/renders/3hblewxc4w/out.png)

28. Click **Inventory Management**.

![28](https://export.supademo.com/renders/vdkr3hogkx/out.png)

29. A modal will pop up for you to select **Requires Inventory Management** and/or **Serial Tracking Required** in bulk. Make sure to **Save** the changes.

![29](https://export.supademo.com/renders/iq5po3u58c/out.png)