Inventory Tracking Setup

Prerequisites

To set up the Inventory Tracking feature, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions System permissions: Customize Application View Setup and Configuration	Set up the FX E-Ticketing module

Have these user licenses

Have these permissions

Complete these tasks
and review these topics
before continuing

FX E-Ticketing minimum permissions
System permissions:
- Customize Application
- View Setup and Configuration

Set up the FX E-Ticketing module

Step-by-Step Guides

Getting There

Configure the FX Settings

From Setup, enter custom setting in the Quick Find box, then select Custom Settings.
Click Manage next to FX Settings.
Click Edit.
Select EnableInventoryTracking.
Click Save.
Continue with Add the Catalog Track Inventory checkbox to the Price Book Item object.

Add the Catalog Track Inventory checkbox to the Price Book Item object

From Setup, enter object in the Quick Find box, then select Objects.
Click Price Book Item.
Under Custom Fields & Relationships, click New.
Select Formula.
Click Next.
In Field Label, enter Catalog Track Inventory.
Under Formula Return Type, select Checkbox.
Click Next.
In Catalog Track Inventory (checkbox), enter the following formula:
```
FX5__Catalog_Item__r.FX5__Track_Inventory__c
```
Click Next.
Click Visible twice.
Click Next.
Select the page layouts on which to include the checkbox.
Click Save.
Grant permissions for the checkbox.
Continue with Configure Catalog Items.

Configure Catalog Items

Open the Catalog Items tab.
Open a catalog item.

You cannot use the Inventory Tracking feature for Labor catalog items
Click Edit.
Select Track Inventory.
Click Save.
Repeat these steps for other catalog items if needed.
Continue with Grant Permission to Manage Warehouses and Warehouse Items.

Grant Permission to Manage Warehouses and Warehouse Items

For more information, see warehouse setup and warehouse items setup.

The Warehouse Item record has been deprecated and is no longer supported or updated. Use the Stock Item record instead which requires a FX EAM license.

Once FX EAM is installed, follow the steps in to add stock items.

From Setup, enter permissions in the Quick Find box, then select Permission Sets.
Open a permission set.
Under Apps, click Object Settings.
Click Warehouses.
Click Edit.
Under Object Permissions, select Read, Create, and Edit.
Under Field Permissions, select Read and Edit for every field.
Click Save.
At the top of the page, click the arrow next to Warehouses and select Warehouse Items.
Click Edit.
Under Object Permissions, select Read, Create, and Edit.
Under Field Permissions, select Read and Edit for every field.
Click Save.
Repeat these steps for other permission sets if needed.
Continue with Grant Permission to Select Warehouses and Warehouse Items.

Grant Permission to Select Warehouses and Warehouse Items

For more information, see warehouses and warehouse items.

The Warehouse Item record has been deprecated and is no longer supported or updated. Use the Stock Item record instead which requires a FX EAM license.

Once FX EAM is installed, follow the steps in to add stock items.

From Setup, enter permissions in the Quick Find box, then select Permission Sets.
Open a permission set.
Under Apps, click Object Settings.
Click Warehouses.
Click Edit.
Under Object Permissions, select Read.
Under Field Permissions, select Read for every field.
Click Save.
At the top of the page, click the arrow next to Warehouses and select Warehouse Items.
Click Edit.
Under Object Permissions, select Read.
Under Field Permissions, select Read for every field.
Click Save.
Repeat these steps for other permission sets if needed.

Setup is now complete.

Add Warehouses

Complete Add warehouses.

Add Warehouse Items

Complete Add warehouse items.