# Inventory

Set up warehouses and storage, track stock by location and condition, and restock automatically.

Source: https://support.toolingmetrics.com/en/inventory/

## [Overview](https://support.toolingmetrics.com/en/inventory/overview.md)

- [How the inventory model works](https://support.toolingmetrics.com/en/inventory/overview/inventory-model.md): What move lines are, how quantity types are calculated, and why the numbers you see are always current.
- [Why the warehouse has five levels](https://support.toolingmetrics.com/en/inventory/overview/warehouse-hierarchy.md): Why the five-level structure exists and how it enables automatic purchasing and precise restocking across multiple sites.
- [Serialized vs. non-serialized items](https://support.toolingmetrics.com/en/inventory/overview/serialized-vs-non-serialized.md): When to track individual pieces and when bulk quantity tracking is sufficient.
- [How automatic replenishment works](https://support.toolingmetrics.com/en/inventory/overview/automatic-replenishment.md): How stock rules, the inventory scheduler, and PO confirmation work together to keep warehouses stocked automatically.
- [How tool cost allocation works](https://support.toolingmetrics.com/en/inventory/overview/cost-allocation.md): Why different cost methods exist and how categories let you configure them once for many items.
- [How automatic service pick works](https://support.toolingmetrics.com/en/inventory/overview/automatic-service-pick.md): How confirming a Service Order can automatically assemble the Service Picks and Return Lists for exactly the items that need vendor service — no manual hunting required.

## [Get started](https://support.toolingmetrics.com/en/inventory/tutorials.md)

- [Create a warehouse](https://support.toolingmetrics.com/en/inventory/tutorials/create-warehouse.md): Create the Tooling Metrics warehouse record that represents your physical storage facility.
- [Set up a storage device](https://support.toolingmetrics.com/en/inventory/tutorials/set-up-storage-device.md): Create a cabinet or rack and configure its modules and storage locations.
- [Configure a warehouse access point](https://support.toolingmetrics.com/en/inventory/tutorials/configure-warehouse-access-point.md): Define the physical access zone where operators pick and restock tools.
- [Sync products to items](https://support.toolingmetrics.com/en/inventory/tutorials/sync-products-to-items.md): Create inventory item records from library products so Tooling Metrics can track their stock.
- [Create stock rules](https://support.toolingmetrics.com/en/inventory/tutorials/create-stock-rules.md): Set threshold and capacity quantities for items so Tooling Metrics can draft purchase requests automatically.

## [Guides](https://support.toolingmetrics.com/en/inventory/guides.md)

- [Set up a warehouse](https://support.toolingmetrics.com/en/inventory/guides/create-warehouse.md): Add a warehouse to the organization, configure its access points, and set its place in the hierarchy.
- [Configure a storage device](https://support.toolingmetrics.com/en/inventory/guides/configure-storage-device.md): Set up the physical layout of a cabinet so the system can guide users to exact storage locations.
- [Set up a warehouse access point](https://support.toolingmetrics.com/en/inventory/guides/set-up-warehouse-access-point.md): Configure a WAP with storage devices, administrators, and access controls for shopfloor operations.
- [Define stock rules](https://support.toolingmetrics.com/en/inventory/guides/create-stock-rules.md): Configure where each item is stored per condition and set the quantities that trigger automatic replenishment.
- [Track a serialized item](https://support.toolingmetrics.com/en/inventory/guides/track-serialized-items.md): Give a physical tool its own identity in the system and follow it through every location, service, and use.
- [Perform an inventory adjustment](https://support.toolingmetrics.com/en/inventory/guides/perform-inventory-adjustment.md): Record an opening stock count or correct a discrepancy between physical and system quantities.
- [Process a transfer](https://support.toolingmetrics.com/en/inventory/guides/process-transfer.md): Move items between storage locations or warehouses using a tracked transfer order.
- [Process a scrap list](https://support.toolingmetrics.com/en/inventory/guides/process-scrap-list.md): Write off items that have reached end of life and remove them from inventory.
- [Configure usage costs](https://support.toolingmetrics.com/en/inventory/guides/configure-usage-costs.md): Set the costing method on categories so every pick and every machine hour posts the right cost automatically.

## [Reference](https://support.toolingmetrics.com/en/inventory/reference.md)

- [Warehouses](https://support.toolingmetrics.com/en/inventory/reference/warehouses.md): Warehouse document fields and parent-child hierarchy configuration.
- [Warehouse access points](https://support.toolingmetrics.com/en/inventory/reference/warehouse-access-points.md): Access point fields, digital model setup, and storage device relationships.
- [Storage devices](https://support.toolingmetrics.com/en/inventory/reference/storage-devices.md): Storage device fields, module configuration options, and 3D coordinate system.
- [Internal categories](https://support.toolingmetrics.com/en/inventory/reference/internal-categories.md): Category hierarchy fields and cost allocation method options.
- [Stock rules](https://support.toolingmetrics.com/en/inventory/reference/stock-rules.md): Stock rule document fields, condition and location options, and scheduler trigger behavior.
- [Items](https://support.toolingmetrics.com/en/inventory/reference/items.md): Item fields, quantity types (on-hand, forecast, in-circulation), status flow, and cost configuration.
- [Serialized items](https://support.toolingmetrics.com/en/inventory/reference/serialized-items.md): Serialized item fields, service threshold types, and lifecycle event log.
- [Inventory adjustments](https://support.toolingmetrics.com/en/inventory/reference/adjustments.md): Adjustment document fields and available line types.
- [Transfers](https://support.toolingmetrics.com/en/inventory/reference/transfers.md): Transfer document fields and move-line status lifecycle.
- [Scrap lists](https://support.toolingmetrics.com/en/inventory/reference/scrap-lists.md): Scrap list fields and item selection criteria.

For inventory controllers. Start with **Get started** once the [Administration](https://support.toolingmetrics.com/en/admin/tutorials/) series is done and products exist in the [Library](https://support.toolingmetrics.com/en/library/). **Overview** explains the stock model behind every quantity you see here.