Published at: 2026-10-12
Inventory Management
Enable Inventory Management and Batch Management to control the inventory-related capabilities of Van Sales & Order Solicitation.
Overview
💡 Use Inventory Management to let ordering match real inventory, avoiding overselling and discrepancies between books and physical stock.
After enabling, loading, returns, exchanges, unloading, stocktaking, transfer, and inventory viewing become available.
Before you begin
❗
-
Role permission: You must be a System Admin with procurement, sales, and inventory management permission.
-
Completion Conditions: The FMCG Ordering app is activated.
-
Impact scope: When Inventory Management is not enabled, the inventory-related functions above are all unavailable.
Configuration steps
- Go to CRM Setup > Procurement, Sales, and Inventory Management and enable Inventory Management.
- If you need fine-grained operations by batch, enable Batch Management.
- Save the settings and notify relevant roles to verify.
⚠️
When Inventory Management is not enabled, loading, sales returns, sales exchanges, unloading, stocktaking, transfer, and inventory viewing are unavailable. Confirm that the business is ready before enabling.
Verification
- On the mobile client, confirm loading, unloading, stocktaking, transfer, and Vehicle Inventory are available.
- After enabling Batch Management, confirm loading / unloading / stocktaking can be operated by batch.
- Submit a Van Sales order with batches and verify inventory is deducted by batch.