RIO Inventory

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First Time Installation

RIO Inventory Installation Steps - Page 1 (3)

Follow these steps for a new installation of RIO Inventory:

  1. Install the Package from the App Exchange  – Please install for ALL USERS
  2. Assign the Licenses to the Users that need to view Inventory Information
  3. Assign the Permission Set to the Users that need to use RIO Inventory
  4. Configure the Page Layouts
  5. App Configuration – Configure RIO Inventory Options
  6. Update existing open Opportunities to Assign the quantities of each Opportunity Product, see Inventory Assignment on Opportunity for more details on this feature.  In this step, you will go into each open Opportunity and click on Assign in the visualforce page.

 

If you are planning on using the Trialforce edition we have setup, follow this link: Trial Testing

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