Installation

Install from https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0wILUAZ

Configuration

Assign InvMgr permission set "Inventory Management (full)" for a user to get all the permission. Or you can create a new permission set to give permissions as needed.

Usage

• Open "Inventory Manager" app
• Click "Inventory Manager" tab to start using the app

Administrator

Objects:

• Location__c: To store locations, You must attach a location to a user for items in that location to show up in the app
• Item__c: Link an item to an location (Which is linked to a user) for it to show up in the app
• Subtype__c: To store subtype of an item
• invmgrnp__Inventory_Manager__mdt (Custom Metadata Type): Edit "Log_Item_Actions" and enable "invmgrnp__isEnabled__c" to log ALL Item actions (Add/Remove). This is disabled by default to not store all the data.

Custom Metadata Type: Following is needed to start logging action items:

• Go to Setup -> Custom Metadata Types
• Click on "Inventory Manager"
  • Click "Edit" on "Inventory Manager Layout"
  • Move "isEnabled" field to the page layout
  • Click "Save"
• Click "Manage Inventory Manager"
  • Click "Edit" on "Log Item Actions"
  • Enable/Disable "isEnabled"

All locations must have an assigned user. However, this change will make so that any items assigned to an un-assigned location will show up for ALL users. This can be used to show same items to multiple users as long as location has no assigned user

• Click "Edit" on "Show Items in Locations without User"
  • Enable/Disable "isEnabled"
  • This will show items from locations assigned to current user as well as items from ALL location which has no assigned users
  • This can be used to show same items to multiple users as long as location has no assigned user