System Settings: System Tables - Inventory Management

The System Tables category on the System Settings screen allows you to configure various data points that can be selected using dropdown menus throughout your database. The Inventory Management tab specifically controls the values available in various dropdowns related to tracking inventory across different locations.

Location Type

The Location Type is the category of different types of locations you store inventory, such as warehouse, office, truck, etc. Each specific location will be assigned a location type category.

Each field in the Location Type section is defined below.

LabelDefinition
ActiveA checkmark indicates that the location type is active in your instance.
TypeName of the location type.
System EntryA checkmark indicates that the location type is a system entry and cannot be modified.

Location

The Location is the exact location that items are inventoried at. Each location will be also assigned a location type (see above).

Each field in the Location section is defined below.

LabelDefinition
ActiveA checkmark indicates that the location is active in your instance.
Location NameName of the location.
TypeLocation Type selected for the location.

Available Actions

These actions are available on the Inventory Management tab.

  • Enter new items by clicking the Add button in each section, completing the desired fields, and clicking the Save button.
  • Edit line items by clicking the ellipsis at the end of the row and selecting Edit from the menu options. Click the Save button at the bottom of the screen once you have finished making changes.
  • Delete line items by clicking the ellipsis at the end of the row and selecting Delete from the menu options. NOTE: You cannot delete items if they have been used in your instance. For example, once a location is set to a certain location type, that location type can no longer be deleted.
  • See the System Settings Overview article for more information about the other categories on the System Settings screen.