OTO Inventory Configuration Cheat Sheet

Safe change rule

Approved request → search first → confirm owner and warehouse → change one record → save once → test affected workflow → record handover

Product check

Name/code → group → category → cost → price → availability → unit → tax → type → inventory tracking → description.

• Enable tracking for stocked products.
• Use Inventory availability for inventory-only materials.
• Never recreate a product to correct a field.

Product units

Edit product → Units of Measure → Add Mapping → additional unit → number of base units → unit price/cost → barcode → Sellable/Purchasable → save → verify.

Example: base = Piece; 1 Case = 24 Pieces → enter 24. Two cases represent 48 pieces.

Across operations: request/order in the chosen unit → receive the physical unit delivered → post its base-unit equivalent → POS sells only allowed units → returns restore the originating unit's equivalent.

• Primary = default unit; keep only one primary.
• Active = available for use.
• Confirm pack size before changing a conversion.
• Test the unit on the relevant purchase or sale screen after saving.
• Always compare both number and unit: 5 cases ≠ 5 pieces.

Supplier check

Search for duplicates → approved name → tax/identity details → email/phone → country and address → save → verify supplier list.

Warehouse check

Unique code → clear name → correct physical address → inventory tracking → save → test stock selection and reports.

Category check

Search first → clear name/code → description → approved sort order → save → verify product selection.

High-risk settings

• Delivery address controls where suppliers are instructed to deliver.
• Date and number formats affect documents and reports.
• Initial Stock establishes an opening balance; it is not a correction tool.
• Never remove configuration already used by stock documents without approval.

Access

Use only your own account. If an action is unavailable, ask the authorized configuration owner; never borrow credentials.