Inventory · Reference

Screens and menus

Every Inventory menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

On this page (11)

Inventory > Dashboard Inventory > Overview Inventory > Operations Inventory > Warehouse Inventory > Planning Inventory > Stock valuation Inventory > Reporting Inventory > Products Panel on a sales or purchase document line (not an Inventory menu entry)Inventory > Configuration Administration > Applications

Inventory > Dashboard

Inventory dashboard

What it is for: Stock value and service KPIs at average cost, filtered by warehouse and category
List: columns and filters: Tiles: stock value, products with stock, turnover; charts: stock status, aging (value), value by warehouse / category, expiry buckets; Below minimum list; recent moves
Buttons and actions: Warehouse and category filters, click through to lists
Permission needed: dashboard.inventory

Inventory > Overview

Inventory overview

What it is for: Today's work per warehouse: operations to process, late ones, stock figures and alerts
List: columns and filters: Cards: Receipt from Supplier, Delivery to Customer, Internal Transfer, Stock Count (to process / late); On Hand, Reserved, Available, Incoming, Outgoing, Quarantine; operations list; Recent Alerts
Buttons and actions: Warehouse scope, New Operation, search by number or origin, Quick Links
Permission needed: inventory.view

Inventory > Operations

Stock on hand

What it is for: Quantity and value of every goods product
List: columns and filters: Code, Product, Unit, On hand, Standard cost, Stock value · AED; list / pivot
Buttons and actions: Stock adjustment (quick, admin only)
Permission needed: inventory.view; adjustment stock.adjust

Movement history

What it is for: Every stock movement with its value and journal
List: columns and filters: Date, Product, Quantity change, Value change · AED, Reason / document, Journal
Buttons and actions: Search, filter, pivot
Permission needed: inventory.view

Warehouse tasks

What it is for: Pick, put-away and pack tasks for one person each
List: columns and filters: Task, Type, Order, Transfer, Product, From, To, Qty, Assigned, Status; 'Open only' filter
Buttons and actions: Assign to me, Complete, Block, Unblock
Permission needed: inventory.view / inventory.operate

Waves & batches

What it is for: Release the tasks of several ready transfers together in pick-path order
List: columns and filters: Wave, Kind (Wave / Batch / Cluster), Warehouse, Transfers, Tasks, Team, Status
Buttons and actions: New wave, Create wave, Release, Cancel wave
Permission needed: inventory.view / inventory.operate

Handling units

What it is for: Pallets, cartons, boxes, totes and containers with an LPN (and SSCC)
List: columns and filters: LPN, Type, On / in, Where, Transfer, Units, Status (Open, Sealed, Shipped, Empty)
Buttons and actions: New package, Put stock in, Take out, Nest, Seal, Move whole unit, Unpack, Relabel
Permission needed: inventory.view / inventory.operate

Stock by package

What it is for: What each stored package holds
List: columns and filters: Package, Type, Location, Product, Lot / serial, Qty, Package status
Buttons and actions: Read only
Permission needed: inventory.view

Scanner

What it is for: Hand-held screen: work your tasks by scanning bin, product, lot/serial, destination; works offline
List: columns and filters: My tasks; steps; feedback line; offline queue
Buttons and actions: Scan / Enter, Confirm the quantity, Send now
Permission needed: inventory.operate

Held stock

What it is for: Stock in status locations (quarantine, damaged...) and lots on hold
List: columns and filters: Status, Product, Location, Lot, Quantity, Held by, Lot status, Reason
Buttons and actions: Change status (move it), Release held stock
Permission needed: inventory.view; release inventory.quality.release

Stock held in place

What it is for: Quarantine units on their shelf without moving them
List: columns and filters: Held on, Product, Location, Lot / serial, Status, Held, Why, State, Released, By
Buttons and actions: Hold stock, Release, Change status
Permission needed: inventory.view; inventory.operate; release inventory.quality.release

Recalls

What it is for: Hold every affected lot, see where it went, then clear or dispose each lot
List: columns and filters: Recall, Product, Lots (closed), Status (Draft, Active, Closed)
Buttons and actions: New recall, Start the recall: hold the lots, Clear, Dispose; trace: In stock, Shipped to customers, Still reserved, Returned, Made into
Permission needed: inventory.view; changes inventory.recall

Stock revaluations

What it is for: Change a product's unit cost; a second person approves and the difference is posted
List: columns and filters: Reference, Effective, Product, On hand, Old unit cost, New unit cost, Change, Reason, Status
Buttons and actions: New revaluation, Submit for approval, Approve, Reject
Permission needed: inventory.view; changes inventory.revalue

Opening stock

What it is for: Load opening quantities and costs from CSV: dry run first, import once
List: columns and filters: Load, As at, Rows, Errors, Value, Status (Dry-run / Imported)
Buttons and actions: Dry run, Import
Permission needed: inventory.view; changes inventory.operate

Cutover check

What it is for: Compare stock here with the old system's figures or an opening load before switching over
List: columns and filters: Number, Against, Rows, Differences, Status
Buttons and actions: New check, Check, Check again, Sign off
Permission needed: inventory.view; changes inventory.opening.import

Inventory > Warehouse

Stock availability

What it is for: Report R029: what is on hand, reserved and free per product and location
List: columns and filters: Product, location, on hand, reserved, available; filters by warehouse / location; export
Buttons and actions: Filter, export, open product
Permission needed: inventory.view

Receipts

What it is for: Goods coming in from vendors (raised by a confirmed purchase order or typed by hand)
List: columns and filters: Reference, Warehouse, From, To, Lines, Status, Backorder; search, filters, group by, paging
Buttons and actions: New receipt; open; Confirm, Check availability, Validate, Cancel, Approve over receipt and validate, Work as tasks, Book a dock, Split, Print (GRN), Landed costs smart button
Permission needed: inventory.view (list), inventory.operate (changes)

Receipt exceptions

What it is for: Over, short, damaged, wrong-lot, no-expiry and unexpected items found at receipt, and what became of them
List: columns and filters: Number, Exception, Receipt, Product, Lot, Serial, Qty, Reason, Held at, Status
Buttons and actions: Resolve: accept into stock, return to supplier, scrap, acknowledge
Permission needed: inventory.view; resolve needs inventory.operate + inventory.receipt.exception.approve

Drop shipments

What it is for: Goods the supplier ships straight to the customer (raised by the system from a drop-ship sale)
List: columns and filters: Reference, Shipped by, Customer, Lines, Status
Buttons and actions: Open; Confirm, Validate (needs the PO approved), Return (when done); no New button
Permission needed: inventory.view / inventory.operate

Drop-ship returns

What it is for: Goods coming back from a drop-shipped customer, to the supplier or one of our warehouses
List: columns and filters: Reference, Customer, Lines, Status
Buttons and actions: Open; Confirm, Validate; raised from the drop shipment's Return button (no New)
Permission needed: inventory.view / inventory.operate

Intercompany transfers

What it is for: Goods sent to another company of the group: our sale + delivery, their purchase + receipt
List: columns and filters: Tabs Sent / Received / In transit. Number, Date, To company, Our sale / delivery, Their purchase / receipt, Goods, Value, Status
Buttons and actions: New transfer, Cancel (before shipping), Write off transit
Permission needed: inventory.view; changes inventory.intercompany (in both companies)

Cross-docking

What it is for: Arriving goods that waiting deliveries need go to the dock instead of the shelf
List: columns and filters: Rules: Warehouse, Applies to, Horizon days, Active. Opportunities: Expected, Receipt, Product, Arriving, Waiting, To the dock. History: When, Delivery, Qty
Buttons and actions: New rule, edit rule
Permission needed: inventory.view; rules warehouse.manage

Deliveries

What it is for: Goods going out to customers (every confirmed sale raises a draft delivery from the company default warehouse)
List: columns and filters: Reference, Warehouse, From, To, Lines, Status, Backorder
Buttons and actions: New delivery; Confirm, Check availability, Validate, Cancel, Approve below zero and validate, Pack into a new carton, Split, Merge, Print (delivery note)
Permission needed: inventory.view / inventory.operate

Internal transfers

What it is for: Moving stock between two internal locations or bins
List: columns and filters: Reference, From, To, Lines, Status
Buttons and actions: New transfer; Confirm, Check availability, Validate, Cancel, Split
Permission needed: inventory.view / inventory.operate

Returns (RMA)

What it is for: Customer returns (draft > authorised > received > inspected > done) and returns to vendor (draft > authorised > done)
List: columns and filters: Reference, Type, Date, Partner, Original movement, Reason, Quantity, Credit note, Status
Buttons and actions: New return, Authorise, Receive / Ship, Save inspection, Carry out, Raise credit note, Cancel
Permission needed: inventory.view; changes inventory.return

Cycle counts

What it is for: Count a location (and its bins), then a different person approves and the difference is posted
List: columns and filters: Reference, Location, Lines, Variance, Status
Buttons and actions: New count (Start count), Save counts, Approve
Permission needed: inventory.view / inventory.operate

Stock adjustments

What it is for: Multi-line adjustment document with a reason; approval by a second person above the company threshold
List: columns and filters: Reference, Date, Warehouse, Reason, Lines, Value, Status
Buttons and actions: New adjustment, Save, Submit, Approve and post, Send back, Cancel; Journal entry smart button
Permission needed: inventory.view; changes stock.adjust

Landed costs

What it is for: Freight, duty, insurance etc. added to the value of a completed receipt
List: columns and filters: Reference, Date, Receipt, Amount · AED, Basis, Status
Buttons and actions: New landed cost, Save draft, Post
Permission needed: inventory.view / inventory.operate

Inventory > Planning

Available to promise (ATP)

What it is for: What can still be promised to a customer for one product in one warehouse, now and day by day
List: columns and filters: Pick a product (goods only) and a warehouse. Figures: On hand, Reserved, Incoming, Unreserved demand, ATP, Soft-reserved, ATP after soft reservations. Timeline table: Date, Change, ATP
Buttons and actions: Read only (product and warehouse pickers)
Permission needed: inventory.view (any company member)

Replenishment proposals

What it is for: What to buy, make or transfer to keep stock between the minimum and the maximum, with the reason for each proposal
List: columns and filters: Needed by, Product, Warehouse, Supply (Buy / Manufacture / Transfer), From, Quantity, Status (Proposed / Approved + result / Withdrawn); sort and filter by status and supply; click a row for the explanation and the pegging table (Why, Order, Date, Qty)
Buttons and actions: Run replenishment (admin role on screen), Approve, Dismiss (inside the proposal dialog, admin role on screen)
Permission needed: Run and Dismiss: any role that holds a non-view right; Approve: inventory.replenish.approve

Soft reservations

What it is for: Stock promised to a customer before any delivery exists (a quote, a key customer), with an expiry
List: columns and filters: Product, Warehouse, Quantity, For, Reference, Expires, Status (Active - release link / released / expired / converted); sort by created, status, priority, expiry; filter by status
Buttons and actions: New reservation, release (click Active - release, admin role on screen)
Permission needed: inventory.view (list); changes need a write right (no specific code)

Allocation & shortages

What it is for: Decide which waiting deliveries get the scarce stock first, and see what each short product is waiting for
List: columns and filters: Allocation result: # Delivery, Priority, Promised, Status with 'N ready, M waiting'. Shortages list: Product, Warehouse, Short, On hand, Next supply, Deliveries, Do
Buttons and actions: Allocate (warehouse, Serve first, Take stock back checkbox; admin role on screen)
Permission needed: inventory.view (shortages); Allocate: any write right (no specific code)

Kitting & repacking

What it is for: Assemble a kit from its parts, break a kit apart, or repack goods into other goods at one location
List: columns and filters: Number, Date, Kind (Kit / Un-kit / Repack), At, Lines (+qty product / -qty product), Value; sort by number, kind, date; filter by kind
Buttons and actions: Kit definitions (admin role on screen), New conversion
Permission needed: inventory.view (list); changes need a write right (no specific code)

Transfer through transit

What it is for: Send stock from one warehouse to another via the Transit location: one transfer ships, the next receives
List: columns and filters: Form only: From warehouse, To warehouse, Scheduled, product lines; result line names the two transfers
Buttons and actions: Create transfers
Permission needed: Any write right (no specific code); transfers are then validated in Operations / Internal transfers

Barcode lookup

What it is for: Find out what a scanned code is: a product, packaging barcode, GS1 string, lot, serial, bin or handling unit
List: columns and filters: Barcode box, Look up. Result: Product, Lot (new), Serial, Package, Location, GS1 elements
Buttons and actions: Look up; Print product label, Print package label (open a printable page in a new tab)
Permission needed: inventory.view

Inventory > Stock valuation

Stock valuation (legacy list)

What it is for: The old stock-on-hand list reached from the Stock valuation menu entry (same screen as Stock on hand, heading changed)
List: columns and filters: Code, Product, Unit, On hand, Standard cost, Stock value AED; List / Pivot switch; Stock adjustment button
Buttons and actions: View switch, Stock adjustment (quick, admin only)
Permission needed: inventory.view; adjustment stock.adjust

Inventory > Reporting

Inventory valuation (R031)

What it is for: Quantity, unit cost and value per product (and lot / serial) from the valuation layers, with a company total
List: columns and filters: Filters: Warehouse, Branch (only if branches exist), Category, Brand (only if brands exist), Lot (only if lots exist), Clear filters. Columns as returned: product, product_name, lot, serial, quantity, unit_cost, value
Buttons and actions: Filter, Clear filters
Permission needed: inventory.view

Inventory to ledger reconciliation (R032)

What it is for: One line: valuation versus the Inventory account of the general ledger, with Reconciled / Not reconciled
List: columns and filters: Banner: Valuation, Ledger, Difference, Reconciled / Not reconciled. No filters (the company's alone)
Buttons and actions: None
Permission needed: inventory.view

Stock count variances (R033)

What it is for: Every counted line with the system quantity, the counted quantity and the difference
List: columns and filters: Filters as R031 plus From / To dates. Columns: count, state, product, location, lot, serial, system, counted, variance
Buttons and actions: Filter by period and scope
Permission needed: inventory.view

Inventory aging (R034)

What it is for: How long each product's stock has been sitting, in 0-30 / 31-60 / 61-90 / 90+ day buckets
List: columns and filters: Filters as R031. Columns: product, product_name, quantity, value, last_inbound, age_days, bucket (the bucket totals are returned but not shown)
Buttons and actions: Filter
Permission needed: inventory.view

Replenishment proposals (R035)

What it is for: Quick report of rules whose free stock plus open receipts is below the minimum
List: columns and filters: Filters as R031. Columns: product, product_name, warehouse, available, incoming, min, max, propose
Buttons and actions: Filter
Permission needed: inventory.view

Lot / serial trace (R036)

What it is for: Every receipt-to-delivery movement of lot and serial tracked goods
List: columns and filters: Filters as R031. Columns: lot, serial, kind, product, expiry, date, picking, from, to, quantity (current holdings are returned but not shown)
Buttons and actions: Filter
Permission needed: inventory.view

Warehouse productivity (R104)

What it is for: Completed warehouse tasks per person and task type: count, lines, units, minutes, scan errors
List: columns and filters: From / To dates. Columns: Person, Task type, Tasks, Lines, Units, Minutes / task, Scan errors
Buttons and actions: Date filter
Permission needed: inventory.view

Expiry (R101)

What it is for: Lots in stock that expire within N days, and those already expired, with reservations
List: columns and filters: Expiring within (days) box. Columns: Expires, Days left (Expired when negative), Lot, Product, Location, Qty, Reserved, Status
Buttons and actions: Change the days
Permission needed: inventory.view

Consignment consumption

What it is for: Supplier-owned stock that was moved into the company's own stock, so it can be settled with the owner
List: columns and filters: Date, Supplier, Product, Transfer, Quantity, Unit cost, Value; no filters on screen
Buttons and actions: Read only
Permission needed: inventory.view

Inventory to ledger (as at a date)

What it is for: Valuation against the inventory account at a chosen date, with the journals and stock layers that do not match
List: columns and filters: As at date. Figures: Stock valuation, Account <code>, Difference. Tables: Journals on the stock account no stock layer explains; Stock layers with no journal; Valuation by product
Buttons and actions: Choose the date
Permission needed: inventory.view

Inventory 360

What it is for: Everything about one product in one place
List: columns and filters: Product picker. Facts: Unit, Tracking, ABC class, On hand, Value, Average cost, Turns, Days of cover. Tables: By warehouse (On hand, Reserved, Incoming, Demand, ATP), Where it is, Rules, Recent movements (20)
Buttons and actions: Print label (HTML page and ZPL for a label printer)
Permission needed: inventory.view

Lot / serial 360

What it is for: Everything about one lot or one serial: where, reserved for, customers, returns, production, quality, movements
List: columns and filters: Look up by (Lot / Serial) and picker. Facts, Where it is, Reserved for, Customers it went to, Returns, Made from / Went into, Quality and recalls, Movements, Serials in this lot
Buttons and actions: Pick a lot or serial
Permission needed: inventory.view

Stock events

What it is for: The outbox of every stock posting that other systems read in sequence
List: columns and filters: # (or 'waiting'), When, Event, Reference, Lines; Readers table: Reader, Read up to, Behind, Last acknowledged; click a row for the full JSON
Buttons and actions: Publish waiting events (admin role on screen)
Permission needed: inventory.view; publish needs a write right

Exception centre

What it is for: One list of what needs attention today, worst first
List: columns and filters: Severity (High / Medium / Low), Kind, What, Reference
Buttons and actions: Read only
Permission needed: inventory.view

Inventory analysis

What it is for: Three tabs: Turnover, Slow & dead stock, Fill rate
List: columns and filters: Turnover: Product, Issued value, Average value, Turns, Days of cover. Slow: Idle for days box; Product, Qty, Value, Last movement, Days idle, Class. Fill rate: Order fill, Line fill, On time, Backordered
Buttons and actions: Switch tab, change idle days
Permission needed: inventory.view

Inventory > Products

Products (inventory entry)

What it is for: The product list opened from the Inventory menu: the same list as Catalogue, with stock on hand beside price and cost
List: columns and filters: Image, Code, Name, Type, Category, Brand, Barcode (hidden by default), Unit, On hand, Sales price, Standard cost, Tax %, Status. Active-only filter by default; search, filters, sort, paging on the server
Buttons and actions: New product (company administrators), open a product
Permission needed: product.view (list); product.manage (create / change)

Product record (stock side)

What it is for: Stock buttons on the product record: Adjust stock, View moves, Barcode labels, Duplicate, Archive
List: columns and filters: Tabs: General, Sales & Pricing, Purchase, Inventory, Manufacturing, Logistics & Packaging, Accounting, Quality, Barcodes, Variants, E-commerce, Documents, Notes, Controls & History
Buttons and actions: Adjust stock and View moves (jump to Stock on hand / Movement history with the code searched), Print barcode / Barcode labels, Product sheet
Permission needed: product.view; stock.adjust for the adjustment itself. Record fields are tested in the Master data checklist

Stock and price history panel

What it is for: One answer for 'can I promise this and is this price sensible': stock by warehouse, last 3 months, latest purchases and sales
List: columns and filters: Stock by warehouse (On hand, Reserved, Incoming, Available); Monthly summary (Total sales, returns, purchases, Unit cost, Cost change); Latest purchases; Latest sales
Buttons and actions: Close (Esc)
Permission needed: product.view (route inventory/products/{id}/history)

Inventory > Configuration

Warehouses

What it is for: The buildings of the company; each creates its own Stock, Input and Output locations
List: columns and filters: Code, Name, Ships by default, Lifecycle (Draft, Reviewed, Active, Archived)
Buttons and actions: New warehouse, open to rename / set default, lifecycle buttons (Mark reviewed, Activate, Back to draft, Archive, Reactivate)
Permission needed: inventory.view (list); inventory.operate (create / rename); warehouse.manage (lifecycle). Screen buttons only for company administrators

Locations & bins

What it is for: Bins and shelves under a warehouse's stock location, with zone, capacity, walk order, status and owner
List: columns and filters: Code, Name, Warehouse, Zone, Role, Barcode, Capacity, Walk order, Status (Open / Blocked), Lifecycle
Buttons and actions: New bin, open a bin, lifecycle buttons, Delete (a location nothing ever touched)
Permission needed: inventory.view; inventory.operate (create / change); warehouse.manage (lifecycle, delete)

Zones

What it is for: Areas of a warehouse (bulk, fast pick, cold, hazardous...) that bins and putaway rules point to
List: columns and filters: Code, Name, Warehouse, Kind, Pick priority
Buttons and actions: New zone, open a zone
Permission needed: inventory.view; warehouse.manage

Routes & operations

What it is for: How many steps a warehouse receives (1-3) and ships (1-3), and the settings of each operation type
List: columns and filters: Warehouse picker; receive steps; ship steps; operation table: Operation, From, To, Work through tasks, Must be packed, Remainder
Buttons and actions: Pick steps, tick Work through tasks / Must be packed, choose Remainder policy
Permission needed: inventory.view; warehouse.manage

Putaway rules

What it is for: Where arriving goods should be stored, by product and strategy
List: columns and filters: Priority, For (product), Strategy, Where, Active
Buttons and actions: New rule, open a rule
Permission needed: inventory.view; warehouse.manage

Docks & staging

What it is for: Receiving and shipping docks and staging lanes; transfers are booked on a dock for a time window
List: columns and filters: Code, Name, Kind, Status, occupied now
Buttons and actions: New dock, open a dock
Permission needed: inventory.view; warehouse.manage

Shelf-life rules

What it is for: How much life a lot must still have to be shipped, by product, category, customer, customer group or country
List: columns and filters: Applies to, Which, days left, % of life left, Counted from, Active
Buttons and actions: New rule, open a rule
Permission needed: inventory.view; warehouse.manage

Count policy & ABC

What it is for: How often each ABC class is counted, blind counts, recount threshold and freezing; classify products by issue value
List: columns and filters: Policy table (Class A / B / C: Every (days), Blind, Recount above %, Freeze); Counts due list (Class, Product, On hand, Last counted, Every (days))
Buttons and actions: Classify ABC, Count this class, edit a policy row
Permission needed: inventory.view; warehouse.manage (policy, classify); inventory.count (start a count)

Stock periods

What it is for: Open, soft-close or hard-close each month for stock postings; shows valuation versus the inventory account
List: columns and filters: Month, Status, Stock valuation, Inventory account, Difference; last 12 months
Buttons and actions: Soft close, Hard close, Reopen
Permission needed: inventory.view; the server checks inventory.period.close. Screen buttons only for company administrators

Lots

What it is for: Batches of a product with expiry, retest date and stock status
List: columns and filters: Number, Product, Status, Expiry; server paging and search; Open 360 link
Buttons and actions: New lot, open a lot (correct expiry, retest, status, in use / retired)
Permission needed: inventory.view; inventory.operate (create / change)

Serial numbers

What it is for: One physical unit each, optionally under a parent lot, with condition and warranty
List: columns and filters: Serial, Product, Parent lot, Condition, Status, Warranty end; Open 360 link
Buttons and actions: New serial, open a serial
Permission needed: inventory.view; inventory.operate

Reorder & pick-face rules

What it is for: Minimum and maximum per product and warehouse that drive replenishment; pick-face rules refill one bin from bulk
List: columns and filters: Product, Warehouse, Kind, Min, Max / target, Safety, Supply, Lead days
Buttons and actions: New rule, open a rule
Permission needed: inventory.view; inventory.operate

Drop-ship routes

What it is for: Which supplier ships a product straight to the customer
List: columns and filters: Product, Shipped by, Lead days, Active
Buttons and actions: New route, open a route
Permission needed: inventory.view; warehouse.manage. Needs the Drop shipments switch on

Webhooks

What it is for: Send stock events to an outside address, signed, in order, at least once
List: columns and filters: Name, Address, Events, Status, Waiting, Last delivered; delivery history per webhook
Buttons and actions: New webhook, Pause / Resume, Send test, Send now, Send again from a sequence, New signing secret, Delete
Permission needed: inventory.view; inventory.events.manage

Intercompany links

What it is for: Declare another company of the group as a customer / supplier with a price rule for transfers
List: columns and filters: Company, Stands for it here, Sold at, markup, goods on the way belong to
Buttons and actions: Link a company
Permission needed: inventory.view; inventory.intercompany in both companies. Needs the Intercompany switch on

Stock policy

What it is for: Company defaults (below zero, backorders, approval threshold, backdating, over-receipt, transit account, review of new warehouses, GS1 prefix) and rules for particular stock
List: columns and filters: Defaults form; list of rules: Applies to, Which, Below zero, Active
Buttons and actions: Save defaults, New rule, open a rule
Permission needed: inventory.view; warehouse.manage

Units & packaging

What it is for: Packaging units of one product (carton = 12 pieces) with barcode; a changed factor supersedes the old row
List: columns and filters: Product picker; Unit, Holds, Barcode, From, Status (Current / Superseded); Show superseded
Buttons and actions: New packaging, retire a current row
Permission needed: inventory.view; warehouse.manage

Product masters (shared lists)

What it is for: The same shared master lists as Catalogue and Sales. Their fields and rules are tested in the Master data checklist; here only confirm they open from Inventory
List: columns and filters: As in Master data
Buttons and actions: As in Master data
Permission needed: product.view / product.manage

Administration > Applications

Inventory features

What it is for: Company switches for optional parts of Inventory
List: columns and filters: Switch list with help text; core entries are always on
Buttons and actions: Turn a switch off / on, Save
Permission needed: Company administrator (configuration rights)

Inventory fields

What it is for: Hide or require three optional fields
List: columns and filters: Field list with mode Hidden / Optional / Required
Buttons and actions: Change mode, impact check, Save
Permission needed: Company administrator (configuration rights)

Updated 3 October 2026