Stage III: Inventory
Set up storage devices and count starting stock.
Role: Warehouse Manager / Inventory Controller
Prerequisites: Stage II complete — project approved, items synced
Hands off to: Purchaser (Stage IV)
The Inventory Controller builds the physical storage infrastructure, then counts what’s already on hand.
Set up storage
Section titled “Set up storage”The Warehouse and its Warehouse Access Point already exist from the organization tutorial, so start the Inventory Get started series at Set up a storage device — it walks through both devices this demo needs, with their full module and location tables. Save Create stock rules, the series’ last tutorial, for Stage IV. You can skip Sync Products to Items: Stage II’s project approval already synced every item this demo needs.
Categorize items and configure usage cost methods
Section titled “Categorize items and configure usage cost methods”Internal categories organize items into a tree and are how usage cost method gets set — every category needs its own method and rate, even a child of one you already configured. Create a root category and three children, all under Admin → Internal Categories:
| Category | Items | Usage Method | Usage Rate | Parent |
|---|---|---|---|---|
| Cutting Tools | Fixed Rate | 0.0 | - | |
| Tool Holders | AA3B14-40 16 067 AA3B14-40 20 105 393.14-16 0600 C4-A390.455-40 040 C4-391.19-10 075 C4SEM22X40C R390-0097A10-07L TRRQ12M050B22.0R06 ER16 SEAL 8 AA ER20 SEAL 12 AA |
Unit Cost x Usage Rate | 0.02 | Cutting Tools |
| Solid Tools | SCD 035-014-060 ACP3N SCD 045-017-060 ACP3N SCD 060-020-060 ACP3N SCD 080-029-080 ACP3N SCD 090-035-100 ACP3N SCD 100-035-100 ACP3N SCD 110-040-120 ACP3N ECF D-2/45-4C06 1U000-0400-050-XA 1620 |
Unit Cost x Usage Rate | 0.02 | Cutting Tools |
| Inserts | RQMT1204ENC8-MM AH3135 390R-070204M-PM 4330 |
Unit Cost x Usage Rate | 0.02 | Cutting Tools |
See Configure usage costs for the field-by-field steps.
Categorize the synced items
Section titled “Categorize the synced items”Assign each of the 21 items Stage II synced to one of the categories above:
| Category | Items |
|---|---|
| Tool Holders | AA3B14-40 16 067 AA3B14-40 20 105 393.14-16 0600 C4-A390.455-40 040 C4-391.19-10 075 C4SEM22X40C R390-0097A10-07L TRRQ12M050B22.0R06 ER16 SEAL 8 AA ER20 SEAL 12 AA |
| Inserts | RQMT1204ENC8-MM AH3135 390R-070204M-PM 4330 |
| Solid Tools | SCD 035-014-060 ACP3N SCD 045-017-060 ACP3N SCD 060-020-060 ACP3N SCD 080-029-080 ACP3N SCD 090-035-100 ACP3N SCD 100-035-100 ACP3N SCD 110-040-120 ACP3N ECF D-2/45-4C06 1U000-0400-050-XA 1620 |
Open each item, set its Internal Category, and save — this is what makes the usage cost method above take effect the moment the item is picked or transferred to a machine.
With items categorized, record the starting quantities for those already on hand: Perform an inventory adjustment — since these storage locations are brand new, the adjustment starts empty and every line is opening stock.
Outcome
Section titled “Outcome”Storage configured, items categorized for cost allocation, and starting inventory counted at correct storage locations. The Purchaser can start Stage IV.
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