Configure Organization Settings

The steps below document how to add the Inventory Management portlet, enable a location, complete the sync, and validate the settings.

1. Sign in to the organization.
2. Click Admin, click Portal, click Portlets, and then click Portlets.
3. Click Add and then complete the fields:
   1. Enter a name.
   2. Select Portlet.
   3. Select myinventory.
   4. Enter a description.
   5. Set Effective Date.
   6. Click Save.
4. Click Cancel.
5. Click Roles, click Portlets, select a role, and then click Configure.
6. Click Add.
7. Select the myInventory Portlet, click Side Menu Title, and then click Sort Order.
8. Click Save.
9. To enable the locations that will be using Inventory Management:
   1. Click Admin, click Portal, click Organization Structure, and then click Locations.
   2. Select a Location, click Edit, and then click Enable Inventory.
10. Complete the sync:
    1. Navigate to Admin, click Warehouse, click Miscellaneous, and then click myinventory Sync.
    2. In the Choose Subject field, select Organizations, and then click Sync.
    3. Repeat Step 10 with Users and then click Sync.
11. Validate the settings:
    1. Sign out of Reporting and Analytics then sign back into the Organization.
    2. Navigate to the Inventory Management side menu and then access Inventory Management.