Checklist: Setting Up Inventory
Before you use Inventory, you must enable and configure the Inventory application. If you are new to Inventory, you may find it helpful to review a checklist of the setup steps.
Step | Description |
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1 | In | , make sure that you are fully permitted to use both and .
2 |
Create an inventory common project in .If your firm uses multiple companies, create an inventory common project in each company. The project can be the same project for all companies, if the project is available to all companies. |
3 | For each item category, set up an inventory account in | .
4 | Enable the Inventory application at the company level. |
From the Navigation menu, select .
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5 |
Make Inventory active at the system level: |
From the Navigation menu, select .
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6 | Add or designate inventory items. |
From the Navigation menu, select .
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7 | Link each inventory item to a unit table by adding the item as a unit. |
8 | Change each inventory item's quantity and cost to align with your firm's historical data. |
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Parent Topic: Purchasing and Inventory Settings (Desktop)