Onboarding: inventory [settings]

The Inventory module is designed for stock control and to write-off of consumables while the provision of services.

To start working with the Inventory module you’ll need to perform the following steps:

  1. Create categories of products.
  2. Add your list of products to the required categories or upload them using Excel (you can send the file with products list to us. Take the template as an example, you’ll see which fields we can upload into the system)
  3. Add storages (if necessary)

To account for usage of products automatically, see the instruction on creating bills of materials.

 

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