Update inventory settings

After you complete the initial set-up process to define your agency's item catalog, set min and max par levels, provide sub-location information, and so forth, all you need to do in the future is adjust or add-to these configuration settings as your agency's needs change. You can now also establish integrations between vendors for direct-ordering, build a list of vendors to order items from, and generate an audit log for tracking inflow and transfers of stock.

Information on the set-up (onboarding) process is available in Set up your 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.

 

Enable or disable items in the item catalog

Change item min and max par levels

Synchronize the Inventory module with items currently in stock

Enable or disable items in the item catalog

Specify item details

Manage locations and sublocations

Map inventory items to treatments

Add users and assign inventory roles

Integrate with vendors for ordering

Build the vendor list

Generate an audit log