This guide explains how to set up an item as an inventory item in ProcureDesk to effectively manage inventory.
Prerequisites
Permission to view, update, and create Catalogs.
Permission to view and create Inventory.
Inventory locations set up (see how to set up a warehouse location).
Step-by-Step Instructions
1. Access the Catalog
Go to the Catalog section within ProcureDesk.
Select the catalog and the specific item you want to set up as an inventory item.
Click on "Add Item".
2. Set the Item Type
Fill in all the other details about the item.
Under 'Other Details', change the Item Type to "Inventory."
3. Enter Required Information
Once you select the "Inventory" item type, the system will prompt you to provide the following details:
Inventory Location: Select the warehouse location where this item will be stored. Ensure the location is set up before proceeding.
Asset Tags and Serial Numbers: Choose whether you need to track asset tags and serial numbers for this item.
Planning Information: Enter the planning details such as minimum stock levels, maximum stock levels, and reorder points. The reorder point should be based on the supplier lead times.
4. Save the Inventory Item
After entering all required information, save the item to complete the inventory setup.
FAQs
Can I change the inventory item details later?
Yes, you can edit the inventory item details anytime by accessing the item through the Catalog section.
How do I determine the reorder point?
The reorder point should be calculated based on the supplier lead times and your inventory consumption rates. It ensures you reorder before stock levels run too low.