Setting up inventory items

Use your inventory items to create the reservable assets when the items are received in inventory. To set up inventory, define the primary locations with their equipment and buildings. For each primary location, define the storage areas. For each inventory item, define the equipment specification, primary location, and storage area. Then, receive the items into inventory to create the assets. Finally, open each asset to define it as reservable.

1. Select Inventory > Manage Inventory > Inventory Locations.
2. In the inventory locations hierarchy, create or open a primary location.
3. In the Service Locations tab, specify the equipment and buildings.
4. Activate the record.
5. In the inventory locations hierarchy, create or open a storage area under a primary location.
6. Activate the record.
7. Select Inventory > Manage Inventory > Items.
8. Click the Add action.
9. Specify the equipment specification, primary location, and storage area.
10. In the Inventory Type field, select the reservable asset.
11. Select the Create Asset on Receipt check box.
12. Click the Order/Receipt action.
13. In the Transaction Type field, select the inventory received.
14. Confirm that the Create Asset on Receipt check box is still selected.
15. Click the Post action.
16. In the Asset Details tab, open each asset record.
17. In the General tab, select the Reservable check box.
18. In the Reserve tab, specify the details.
19. Activate the record.