Initial setup options for Inventory Management

When you enable Inventory Management, you can configure the desired settings to work in the system. You can add Inventory Management as a left menu item and enable stock reservation and adjustment directly in the deal.

Inventory Management in the left menu

Enable the option to add Inventory Management as a separate item in the left menu.

If your employees are constantly working with Inventory Management, it will help them to find this section faster.

Inventory Management + CRM

The option will help to understand the Inventory Management work inside the CRM: how to reserve products, create and hold sales documents. When the deal is successfully closed, if any products have not been shipped, the system will automatically create a Sale document.

Read more in the articles: Reserve a product and Product sale.

You can enable the desired options later. Go to the Inventory Management settings and click Change.

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