Inventory management
BEFORE YOU BEGIN Procurement does not need to be enabled for any of the inventory management features to work.
Inventory management describes all the workflows that happen exclusively at your inventory locations. You perform the following tasks:
| Feature | Description |
|---|---|
|
Setting up inventory locations |
To manage your inventory, you need to set up the locations where it will be kept in Autotask. |
|
Deciding which products will be kept in inventory |
The most common reasons to keep a product in inventory are that you need them all the time, you get a great discount if you buy in bulk, or you want to manage supply chain issues. But they will only ever be a subset of all the products that you will be selling to customers. Adding an inventory product is the equivalent of making a space for a specific product in one or several inventory locations, and determining how many units or items of the product you want to stock. |
|
Importing inventory products |
Inventory products and stocked items do not have to be added or edited manually. You can easily import them if you are coming from a different inventory management system, or use the Export > In Import Template Format to update inventory products and stocked items. Refer to Using Export > In Import Template Format to update records in your Autotask instance. |
|
Searching and managing inventory products and stocked items |
Inventory represents a lot of capital. You need to know what you have in inventory at each location. |
|
Transferring stocked items to another location |
Stocked items are not always at the location they are needed. Transferring an item creates a record that will document the chain of custody for the item. |
|
Reviewing the history of an inventory item |
Occasionally, you will need to review the entire chain of custody from the moment the item was received into inventory |
