Inventory Management: Overview

The Inventory module allows you to track various details for your products, including price, cost, manufacturer, etc. using the Product Catalog. Additionally, the Inventory Management component allows you to track and manage stocked items across multiple locations, maintain accurate records of quantities and serial numbers, and monitor item movements to ensure the right products are always available.

Certain functionality available in the Inventory Management component builds on ticketing and purchasing functionality. For example, when Inventory Management is enabled, you can stage receipts on purchase orders before officially committing them to inventory. You can also track serial numbers when entering receipts and reserve certain products in your inventory for use on specific tickets.

You can also review which products you need to order and create purchase orders from the system’s recommendations, and you can deploy serialized items to customers while you keep ownership of them. See the Inventory Views: Stock Levels and Deploying Inventory to a Customer articles for more information.

For an overview of the entire Inventory Management process, see the Using the Inventory Management Feature article.

For information on setting up Inventory Management, see the related articles.

System Settings: Inventory
Changing Valuation Methods
System Settings: System Tables - Inventory Management

For information on the screens and tabs in Inventory Management, see the related articles.

Inventory Views: Matrix
Inventory Views: Stock Levels
Inventory Views: Reservations
Inventory Views: Serial Numbers
Inventory History

For information on working with your inventory, see the related articles.

Product Details: Adjust Inventory Modal
Creating Purchase Orders from Stock Levels
Receiving Items on Purchase Orders
Deploying Inventory to a Customer