Setup, access, permissions and upgrades
Activate version 1.5.2, understand revision 152, assign every capability and verify the implemented feature switches.
Inventory & Warehousing Management System
Open guide →GuideUnderstand the Inventory & Warehousing Management System
Learn the complete code-backed menu, record types, integrations and operational boundaries.
Open guide →GuideCheck version 1.5.2 requirements and revision 152
Confirm the CRM 2.3.* requirement and the supplied migration sequence 101–152.
Open guide →GuideActivate the inventory module
Activate the module and allow its installer and migrations to create or update required records.
Open guide →GuideUpgrade the inventory database safely
Apply the supplied migration chain through revision 152 and verify menus, options and tables.
Open guide →GuideUse the complete Inventory menu
Locate Items, Inventory, Receiving, Delivery, Packing, Internal Delivery, Loss & Adjustment, Returns, Warehouse, History, Reports and Settings.
Open guide →GuideUnderstand all inventory permission groups
Distinguish item, receipt, delivery, serial-number, packing, internal-delivery, adjustment, return, warehouse, history, report and setting capabilities.
Open guide →GuideAssign item catalogue permissions
Grant View global, Create, Edit and Delete for item records.
Open guide →GuideAssign inventory receiving permissions
Grant View own, View global, Create, Edit and Delete for receiving vouchers.
Open guide →GuideAssign inventory delivery permissions
Grant View own, View global, Create, Edit and Delete for delivery vouchers, plus serial-number editing where needed.
Open guide →GuideAssign packing, transfer and adjustment permissions
Grant the separate capabilities for packing lists, internal delivery notes, loss and adjustment, and return orders.
Open guide →GuideAssign warehouse and reporting permissions
Grant warehouse View/Create/Edit/Assign/Delete, history View, report View and settings View/Create/Edit/Delete.
Open guide →GuideUnderstand compiled feature switches
Recognise that Brand/Model/Series settings are disabled, Proposal integration is active, and the legacy old-customer proposal branch is disabled.
Open guide →GuideDeactivate without assuming data removal
Deactivate the module through the CRM module lifecycle and verify whether data remains available after reactivation.
Open guide →