Inventory Overview

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

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.

How Adding Inventory Works

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.

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:

  1. Open the Inventory Overview page
  2. Click the Add Inventory button
  3. Search & select the desired inventory item to add inventory for
  4. Enter the quantity to add in the Batch Quantity field, the amount added is the entered batch quantity multiplied by the batch size
  5. Set the unit price
  6. Select the location
  7. Click the Add button

Inventory Items will normally be handled through upload in the onboarding process. If new products are added to the inventory, the new Inventory Item will need to be added in Salesforce.

Handling Existing Inventory