Step Two: Enable Inventory Management (Optional)
Inventory Management allows you to track and manage physical products across multiple locations, including serial numbers, quantities, and movement between sites. Inventory management is an optional module that must be manually enabled.
Follow the steps below to enable Inventory Management. If you don't plan to use this feature, you can skip this section entirely and go directly to Step Three: Configure the Product Catalog.
💡TIP: If you plan to use Inventory Management at any point, it’s best to enable it now. Certain product fields only appear when Inventory Management is active, and skipping this step means you’ll need to revisit and reconfigure your products later to make them inventory-compatible. Save yourself time by turning it on now, even if you’re not quite ready to use it, so you can avoid duplicate setup work down the road.
| Menu Path | Configuration |
| Admin > System Settings > Inventory | Enable the inventory management module for your Rev.io instance. 1. Open the System Configuration section. 2. Click the Enable Inventory Management option. 3. Click the Save button. ℹ️ System Settings: Inventory |
| Admin > System Settings > System Tables > Inventory Management | Rev.io is prepopulated with the Warehouse Location Type. 1. Add any additional Location Types (e.g. Truck, Office, etc.). 2. Add any additional Locations where you store inventory (e.g. Main Warehouse, Truck 1, Truck 2, etc.). ℹ️ System Settings: System Tables - Inventory Management |
Once you've enabled Inventory Management or chosen to skip it, next up is Step Three: Configure the Product Catalog.