Cloud provides settings to enable and disable Inventory Management, as well as some automation options to reduce the effort required to manage inventory-tracked items. You can enable and configure the settings under "Settings > Inventory > Inventory Settings."
You will need to be a member of the built-in Administrator group to configure the Inventory settings.
Here is a screenshot of the Inventory settings.
Here are the descriptions of how the settings work.
Disable inventory
This setting disables the complete Inventory Management functionality on Cloud.
Clicking "Disable Inventory" will show a prompt to confirm whether you want to disable the Inventory Management feature. Select the "I understand.." checkbox, then click "Disable and delete" to disable the Inventory Management feature.
You will see the "Get Started with Inventory Tracking" page, which includes a link to enable Inventory Management.
You can enable and disable Inventory Management as many times as you would like to. Cloud will show the history of enablements and disablements, with a link to download the list of inventory-tracked items during the disablements.
Check out this article for more details.
Inventory Mode
What you see here will depend on whether you have selected "Basic Inventory" or "Advanced Inventory" when enabling Inventory Management.
If you selected Basic Inventory, you can enable the Advanced Inventory mode by clicking "Upgrade to Advanced."
Check out this article for more details.
If you selected Advanced Inventory, you can disable the Advanced Inventory mode by clicking "Disable Advanced."
Check out this article for more details.
Automatically mark untracked items as inventory-tracked items when added to a purchase order
Enabling this setting will speed up marking products as inventory-tracked items.
After you enable this setting, any item not tracked under Inventory Management that is added to a purchase order (PO) will be automatically marked as an inventory-tracked item.
If you disable this setting, you will see a prompt in the PO details view asking you to mark the item as inventory-tracked.
Marking items as Planned automatically reserves if sufficient stock is available and checks out when item exists in a single warehouse location
This setting automates the process of reserving inventory-tracked items for projects and checking the reserved quantity out of inventory.
This setting is available only with Basic Inventory. With Advanced Inventory, you will need to manually reserve the inventory-tracked items by their serial numbers or QR codes in projects and service calls.
When set to ON and reserving inventory-tracked items for a project:
The required quantity of an inventory-tracked item is automatically reserved for the project when enough quantity is available in a single warehouse location.
The reserved quantity of the inventory-tracked item is checked out of that location.
You will see prompts if there is an insufficient quantity to reserve and when the item is available in more than one warehouse location.
This setting works in conjunction with the "Automatically mark items as out of inventory when status changes to" setting.
Automatically check in tracked items to the default inventory location when a purchase order is marked as received
Enabling this setting will automatically check in the inventory-tracked items in POs to the default inventory location you select in the "Default inventory location to check in tracked items" dropdown.
Automatically mark items as out of inventory when status changes to
Here, you can specify when Cloud should factor in the inventory-tracked items allocated to projects into the available quantity, thereby reducing the available quantity.
You can select from the four Install statuses: Planned, Staged, Picked, or Installed.
Default inventory location to check in tracked items
Here, you can select a location in the warehouse, a site, or a vehicle as the default location to check in the inventory-tracked items.