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Inventory settings

Where to find it​

Open “Inventory” → “Configuration” → “Settings”.

What is typically configured​

  • receipt and shipment types;
  • transfer usage (a shipment type with the “Transfer” flag);
  • document statuses and action availability;
  • reservation rules;
  • lot and package usage;
  • print forms.

Receipt types​

Settings include a directory of receipt types. A receipt type defines how users work with the document.

Typically, a receipt type defines:

  • Numbering — how the number is generated;
  • Default warehouse — which warehouse is set in new documents;
  • Maximum quantity — the upper limit for the “Planned quantity” field in lines.

If the system has exactly one receipt type, it may be substituted automatically.

Shipment types​

Settings include a directory of shipment types.

Typically, a shipment type defines:

  • Numbering;
  • Default source warehouse;
  • Default destination warehouse (relevant for transfers);
  • “Transfer” flag — enables the “source warehouse → destination warehouse” mode;
  • Maximum quantity — the upper limit for the “Planned quantity” field in lines.

Validation:

  • for transfers, the source and destination warehouses cannot be the same.
  1. Configure locations.
  2. Configure document types (receipts/shipments/transfers).
  3. Configure statuses and transition rules.
  4. Enable/configure lots and packages (if needed).
  5. Configure reports and access rights.