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The Inventory Overview allows you to easily manage and monitor your entire inventory across all sites and locations with a centralized overview of stock levels.
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Permissions To view and edit items in the Overview page the user account requires specific permissions: • View Inventory Overview: Allows access to the Management page. • Edit Inventory Overview: Enables ability to add Inventory Items and Link Inventory. Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.
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Adding inventory to your system ensures accurate tracking and management of stock across different locations and sites. This guide walks you through how the inventory addition process works, including handling duplicates and understanding system prompts.
The full process for onboarding to Inventory Management can be found here.
Each product that your organisation purchases will have a single Inventory Item across the whole organisation, which is then granted an Inventory Entitlement to each Site and Location (identified on your registers) within that venue. Stock can then be added to each Inventory Entitlement.
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Register locations can be overridden if the site wants to have only one location to manage stock and take one stock check across the site. Check ‘Use Default Location For Inventory’ on the Site object in Salesforce.
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If the inventory item already exists at the selected location, the system will prompt you to confirm whether you want to increase the quantity of the existing inventory.
To add inventory: