Inventory Management

The Inventory Management page gives the user access to manage Replenishment Items, Purchase Orders, Disputes and Transfer Requests.

Permissions

To view and edit items in the Management page the user account requires specific permissions:

• View Inventory Management: Allows access to the Management page.
• Edit Inventory Management: Enables editing Replenishment Items, Replenishment Rules, Stock Check Reminders, Suppliers, Purchase Orders and Disputes.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

Management Tabs

Replenishment Tab Create and Manage Replenishment Items to add to a purchase order

Orders to Send Tab Manage, view and print Purchase Orders

Awaiting Delivery Tab View and process Purchase Orders from deliveries

Complete Purchase Orders Tab View and process Purchase Orders from deliveries

Disputes Tab View and manage Purchase Order disputes

Transfers Tab View and manage Inventory Transfers

Configuration Options

Replenishment Rules View and manage Replenishment Rules

Manage Stock Checks View and manage Stock Check Automations

Manage Suppliers Manage supplier accounts