Create and activate an Inventory item
Define the item’s identity, units and tracking correctly before activation fixes the stock definition.
Open lesson →Set up an item and trace incoming stock
Start the path →0 of 6 lessons put into practice on this device
About this path
Define an item and its storage, record a genuine delivery against an existing issued purchase order, and trace the accepted quantity into Inventory. Finish by checking the same item and receipt end to end, without creating them again.
What you’ll learn
Operations coordinators and the responsible stock, production, asset or transport teams
- Set up an item and trace its first supply
Lessons in this path
Create warehouse locations with the right parent
Build a clear storage hierarchy and check picking, putaway and quarantine settings.
Open lesson →Record a delivery and inspect the goods
Keep the quantity that arrived separate from the quantity you accept after checking it.
Open lesson →Review a source-linked receipt and its quantities
Match the receipt to the exact source, item and location before handing accepted stock to putaway.
Open lesson →Check putaway from the dock to storage
Match the receipt-linked putaway task and reconcile both locations before treating the stock as stored.
Open lesson →Set up an item and trace its first supply
Connect the item definition, manufacturing product, storage locations and legitimate incoming supply.
Open lesson →The lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.