Setup, access, permissions and upgrades
Activate version 1.5.2, understand revision 152, assign every capability and verify the implemented feature switches.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand the Inventory & Warehousing Management System
Learn the complete code-backed menu, record types, integrations and operational boundaries.
Check version 1.5.2 requirements and revision 152
Confirm the CRM 2.3.* requirement and the supplied migration sequence 101–152.
Activate the inventory module
Activate the module and allow its installer and migrations to create or update required records.
Upgrade the inventory database safely
Apply the supplied migration chain through revision 152 and verify menus, options and tables.
Use the complete Inventory menu
Locate Items, Inventory, Receiving, Delivery, Packing, Internal Delivery, Loss & Adjustment, Returns, Warehouse, History, Reports and Settings.
Understand all inventory permission groups
Distinguish item, receipt, delivery, serial-number, packing, internal-delivery, adjustment, return, warehouse, history, report and setting capabilities.
Assign item catalogue permissions
Grant View global, Create, Edit and Delete for item records.
Assign inventory receiving permissions
Grant View own, View global, Create, Edit and Delete for receiving vouchers.
Assign inventory delivery permissions
Grant View own, View global, Create, Edit and Delete for delivery vouchers, plus serial-number editing where needed.
Assign packing, transfer and adjustment permissions
Grant the separate capabilities for packing lists, internal delivery notes, loss and adjustment, and return orders.
Assign warehouse and reporting permissions
Grant warehouse View/Create/Edit/Assign/Delete, history View, report View and settings View/Create/Edit/Delete.
Understand compiled feature switches
Recognise that Brand/Model/Series settings are disabled, Proposal integration is active, and the legacy old-customer proposal branch is disabled.
Deactivate without assuming data removal
Deactivate the module through the CRM module lifecycle and verify whether data remains available after reactivation.