Inventory and order management

Prepare inventory management

A prepared merchandise management system guides items and partners through a clear document chain - with appropriate templates, groups and units.

Why this point is crucial for key users

Key users build the guard rails within which sales, purchasing, warehouse and production can act quickly. The clearer these guidelines are, the less special knowledge is needed in everyday life.

How to prepare for the process safely

1. Define the desired document chain from the first contact to the conclusion.
2. Create item templates for recurring item types.
3. Organize items and partners into understandable groups.
4. Set quantity and price units and test calculations and follow-up documents.

Check before sharing

• Standard successors and document effects correspond to the target process.
• Templates only create technically permissible combinations of characteristics.
• Units and groups are clear, translated and understandable in evidence.

What your team gets out of it

Many individual screens become a flowing business process that is intuitive for users.

In this chapter

• Document chain
• Item templates
• Item groups
• Units of measure
• Price units
• Partner groups
• Payment terms
• Delivery terms
• Commission groups
• Assign initial business partner numbers
• Assign initial document numbers

Related topics

1. For key users – understand and prepare processes › merchandise management › define document chain
2. For key users – understand and prepare processes › merchandise management › create item templates
3. For key users – understand and prepare processes › merchandise management › prepare item groups
4. For key users – understand and prepare processes › merchandise management › prepare units of measure
5. For key users – understand and prepare processes › merchandise management › prepare partner groups

Frequently asked questions