Settings pages
Each page needs its own permission, so you only see the pages you can use. Supply Requests, Purchase Requests, and Purchase Orders only appear when the matching module is turned on. Accounting Codes appears with the Purchase Orders module. Members can view some pages but can’t change them.
Inventory
Storage locations
1
Add a location
Under Storage Locations, click Add Location.
2
Enter the details
Enter a Name, such as “Main Storeroom”, and optionally a Description. Choose a Type: Storeroom, Bin, Shelf, Cabinet, Warehouse, or Other. You can also set a Parent Location and link a Physical Location (Building/Room).
3
Set the default (optional)
Turn on Set as default receiving location to receive purchase orders here when no other location is chosen.
4
Save
Click Create.
Transfer settings
- Require Transfer Confirmation — the destination is only credited after the receiver confirms receipt. Source stock is reserved as soon as the transfer is requested.
- Require Digital Signature — the receiver must sign before confirming. Only available when transfer confirmation is on.
Adjustment settings
- Require Adjustment Approval — stock adjustments must be approved before they’re recorded. See Inventory logs and adjustments.
Supply requests
Purchase requests
Purchase orders
Accounting codes
Set up the accounts, department codes, budget categories, and cost types that purchase lines are coded to, or import them from your accounting system. See Accounting codes.Next steps
Approvals
Choose who approves supply requests, purchase requests, and purchase orders.
Stock & Inventory overview
Back to the app overview.