Set up your Inventory module
Onboarding is the process of configuring a new module with your agency's basic information, and importing or entering any data needed to populate the ESO Suite database with information specific to that module.
When you first purchase the Inventory module for your ESO Suite, it does not contain any information about your agency's current item catalog, what your agency's minimum and maximum par levels are for each item, the number of each item you currently have available, what items are expired or approaching expiration, and so forth. It also does not contain any information about where inventory items are stored within any of the agency's physical locations.
You need to specify this information as part of your agency's onboarding process with the Inventory module.
Note: You must have the appropriate roles and permissions in the ESO Suite and Inventory modules to perform onboarding tasks or to change administrative settings in the module. If you are not able to access the module or the Settings pages within it, contact your ESO Suite and Inventory module administrators, respectively, and ask them to assign you the necessary roles and permissions.
Information on assigning roles and permissions by your ESO Suite administrator is available in Work with user accounts. Information on assigning additional roles within the Inventory module is available in Add users and assign inventory roles.
Define your agency's item catalog
Set minimum and maximum par levels
Upload your agency's current inventory information
Map inventory items to treatments
Add users and assign inventory roles