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Eptura Knowledge Center

#12 - Set up the Inventory Module

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Your Eptura Workplace implementation is based on the plan purchased.

Track items required for service delivery as well as orders and quantities of important office supplies.

Implementation Tasks

Before you can use the Inventory module the following needs to be configured:

Additional Set up

If you have a particular order or want fields to be hidden then you can customize the layout of the Inventory Queue Layout. Learn more in Customize Inventory Module.

Preferences

We recommend you review and set up the preferences for your organization:

  • Allow alerts and then set email notifications for the following:
    • Low Inventory Message
    • Order Submission Header
    • Order Completion Header
    • Order Cancellation Header
  • Allow inventory to be shared across centers.
  • Show inventory item pricing for inventory orders. Note: Prices are always available to operators and administrators.
  • Require validation of order reference number.
  • Show inventory item available quantity for inventory orders. Note: Available quantities are always displayed to operators and administrators.

Learn  more in Edit Inventory Preferences.

Quick Start

Now, the Inventory module is ready next you can learn about how to use it.

Inventory Orders - Customer Learning
Learn how the Customer role can create an inventory order, view their order, and how to search for archived inventory order requests.
Pages: 3
Inventory Orders- Manager/Operator/Admin Learning
Learn how the Manager, Operator, or Admin roles can create an inventory order, view their order, and how to search for archived inventory order requests. Additionally, they can adjust and manage the inventory items. Finally how to generate and view inventory reports.
Pages: 4

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