To configure in settings, go to (Lightning) App Launcher > RIO Inventory > RIO Inventory Configuration.
1. Update the configuration settings in the RIO Inventory Configuration Tab
- Enable RIO Inventory – Check the Enable RIO Inventory checkbox to activate the solution.
- Opportunity – Probability % to Commit – When an Opportunity reaches this Probability (%) the Opportunity Product(s) On Hand value is decremented.
- Use Dispatch Note – Enable Dispatch Notes functionality, this will enable auto-generation of Dispatch notes for eligible Opportunities
- Opportunity – Probability % to generate Dispatch Note – When an Opportunity reaches this Probability (%), Dispatch notes will be generated for the Opportunity Product(s).
- Opportunity – Probability % to Reserve – When an Opportunity reaches this Probability (%) the Opportunity Product(s) are reserved, resulting in a decrease in the Available quantity for the Opportunity Product(s). No decrements of the quantities On Hand occurs at this Probability.
- Low Inventory Threshold – If the On Hand value for a Product drops below this number, it will be flagged as low inventory in the Product. If no value is manually specified at Low Inventory Threshold during Product Creation, this will be the default value.
- Overwrite Low Inventory Threshold – When the flag is checked, a different Low Inventory Threshold value can be specified under each Product to overwrite the default Low Inventory Threshold value set under RIO Inventory Configuration.
- Product Unique Identifier – Specify which should be the unique identifier for products: Product Name, Product Code or SKU.
- Default Warehouse Location – The default Warehouse Location for Inventory Assignment in an Opportunity. Options are Product, Account and Opportunity.
- Custom Logo Resource Name – The Custom logo is the logo that is used when creating picking slips and dispatch notes. (i.e. it’s recommended to upload an image with public cache control using Static Resource API name) This will override standard WDCI logo on picking slips, etc. For more information click here
- Auto Re-assign ‘Back Order’ Opportunity – Use this option to enable the Automatic Re-assigning process to fulfil ‘Back Ordered’ Opportunity line items upon Inventory Adjustment, Learn more here.
- Enable Batch Control – Check this option to enable Batch Control, for more information on Batch and Serial related Configuration fields, see Batch and Serial Products
- Default Batch Assignment – Will be used if Batch Assignment Method is not specified under Product. The Default Batch Assignment is the method used to search Warehouses when selecting Products. There is 3 assignments to choose from:
First In, First Out – Searches for the Warehouse Inventory with the earliest Created Date.
Earliest Expiry Date – Searches for the Warehouse Inventory with the earliest Expiry Date.
Smallest Batch Size – Searches for the Warehouse Inventory with the smallest Quantity Available.
- Track Serial Products as Assets – To consider Serial products as Assets and add them as Assets to the Account of the Opportunity
- Enable Transaction Reference – Use this feature to enable tracking important information along with Inventory transactions, for example, to track Custom Order numbers with your Inventory transactions, Click here to Learn more.
- Setup Inventory – Use this option for setting up Initial Inventory via Data loader scripts
1. Create Warehouse Locations – Navigate to the Warehouse Locations Tab and select New to create each Warehouse Location. See Warehouse Locations for more details.
2. Create/Update Existing Products by Populating RIO Inventory Fields – Navigate to the Products Tab, Create/Update existing Products. See Products for more details.
3. Update Product Quantities – Update each Product with their current On Hand quantity via the Inventory Adjustment page.
Tip: A quick way to do this is navigate to the Product, select the Inventory Adjustment button from the drop-down button at the top right, beside the Delete button. This will pre-populate the Product. See Inventory Adjustment for more details.
4. Update Product Default Location – If the Default Warehouse Location has been selected as Product or Account then you need to edit each Product or Account and enter a Default Warehouse Location. See Deciding the Default Warehouse Location for more details.
5. Update any Non Inventory Products – Update any non-inventory Products by ticking the checkbox marked as ‘Is Non Inventory Item+’. Non Inventory items do not require a Default Location.
6. Update any Products for Cost Tracking – See Cost Tracking for more details.
7. Update any Products for Kits – See Kits for more details.