How to install Inventory and give users access to it¶

To start with Inventory, activate the Inventory app from Apps, then open each person in Settings ‣ Users & Companies ‣ Users and choose User or Administrator in the Inventory field of the Access Rights tab. A User handles daily transfers; an Administrator also sets up warehouses, products and routes and reads the reports.

Who	Users with the Administrator (Settings) access right.
App	Apps and Settings

Before you start

Sign in as a user who can install apps (see How to install, upgrade and uninstall apps and modules).
Create the people who will work in the warehouse as users first (see How to create and manage user accounts).

How do I install Inventory?¶

Open Apps and type Inventory in the search bar.
Click Activate on the Inventory card and wait until the screen reloads. The Inventory app now appears on the home screen.

Inventory comes with the Viindoo modules that extend it, which are installed at the same time, for example the Barcode app described in How to receive, deliver and count stock with barcodes.

How do I give a user access to Inventory?¶

Go to Settings ‣ Users & Companies ‣ Users and open the user.
On the Access Rights tab, find the Inventory section and choose User or Administrator. Leave it empty if the person must not open Inventory.
Click Save. The person sees the Inventory app the next time the page is loaded.

Which access level does each person need?¶

Access level	What the person can do
Empty	No access: the Inventory app is not shown.
User	For warehouse staff. Opens Overview, Operations and Products. Creates, edits and validates transfers (receipts, deliveries, internal transfers). Creates lots or serial numbers and packages, scraps damaged goods and requests a replenishment. Can read products but cannot create or change them.
Administrator	For the warehouse supervisor. Everything a User can do, plus the Reporting and Configuration menus and Operations ‣ Procurement ‣ Replenishment. Creates and edits products, product categories, units of measure, warehouses, locations, routes, operation types, putaway rules, storage categories and reordering rules.

Note

Some options need the matching setting in Inventory ‣ Configuration ‣ Settings first, for example Storage Locations, Lots & Serial Numbers or Packages. When a menu is missing for a user who has the right access level, check that setting.

What should I see when it works?¶

The user opens Inventory and lands on the overview with one card per operation type. A User does not see the Reporting and Configuration menus.

Common problems¶

Problem	What to do
The user does not see the Inventory app.	Their Inventory access right is empty. Choose User or Administrator, save, and ask them to reload the page.
The user cannot find Reporting, Configuration or Replenishment.	These menus are only for Administrator. Change the access level if the person needs them.
The Inventory field is not on the Access Rights tab.	The app is not installed yet. Activate it from Apps.

Next steps¶

How to use the Inventory overview to see what to do: read the Inventory overview.
How to create a warehouse and its locations: set up your warehouses.

Version notes¶

The Barcode app (Stock Barcode) is installed together with Inventory.
The separate Stock Transfers Backdate and Product Warehouses Distribution modules of earlier versions are no longer part of this guide. Backdating is now in the Inventory Backdate module.