D-Tools

How to start using the Inventory Management functionality

D-Tools Cloud Inventory Management: QuickStart

Our customers frequently ask us the following questions about the D-Tools Inventory Management functionality.

Inventory Management FAQs

Improved Inventory Features, Iterations and Releases

Improvements to Inventory

Bobby Bernarte

Ashok P

Everything you need to know to manage the inventory of stock items

Inventory

How to add inventory locations to Cloud and emulate your existing Inventory Management and Delivery setup

Adding inventory locations

How to enable and configure automation settings for Inventory Management

Configuring inventory settings

Configure inventory settings

How to mark products as stock items and enable the Inventory Management functionality on them

Marking products as stock items

How to set up the initial inventory by marking all products in the catalog as stock items via CSV file import

Setting up inventory via CSV import

How to specify the day-one, on-hand stock quantity of the stock items

Checking in the initial on-hand stock quantity

How to set the Minimum Stock Quantity threshold so you get notifications when the stock item quantity goes below the threshold

Setting the minimum stock quantity threshold

How to move stock items from the warehouse to sites and vehicles

Moving stock items between inventory locations

Checking stock item levels

How to download the list of stock items in CSV and PDF formats

Downloading stock item details

How to manually adjust the on-hand stock quantity to factor in breakage, shrinkage, and internal use

Adjusting the on-hand stock quantity

How to check the stock management and movement history

Checking stock history

Manage stock items

How to automate the process of reserving stock items for projects and checking them out from inventory

Automatically reserving stock items for projects and checking them out from inventory

How to reserve stock items for projects manually

Reserving stock items for projects manually

How to unreserve stock items that are reserved for projects

Unreserving stock items from projects

Articles on reserving and unreserving stock

Allocate stock items

Ordering stock items

How to check in received stock items into inventory locations

Receiving stock items

Procure stock items

Find answers and get help from Intercom Support and Community Experts

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