Enhanced interface

Set up the Inventory master list

You can manually enter data or upload the existing data from a file.

To create and view Inventory records from the Company Setup Checklist, you need permissions specific to Inventory.

Subscription	Company
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Company setup checklist: Run

To open the Company Setup Checklist:

Your Inventory master list contains information for the following Intacct records:

Record	To create and view records...	To import and download records...
Warehouses	Warehouses	Import warehouse information
Unit of measure	Unit of measure groups	Import unit of measure groups
Inventory product line	Product lines	Import product lines
Inventory items	Items—advanced workflows	Import items
Warehouse standard cost list	Items—standard workflows	Import warehouse standard cost lists
Item cross reference	Item cross references	Import item cross references
Inventory price list	Price lists—Purchasing	Import a price list
Fair value price list	Fair value price lists—Order Entry	Import fair value price lists
Order Entry transactions	Transactions—Order Entry	Import Order Entry transactions
Purchasing transactions	Transactions—Purchasing	Import Purchasing transactions
Compliance records Available with the Construction subscription only	Create supplier compliance records	Import compliance records
Inventory transactions	Transactions—Inventory Control	Import Inventory Control transactions
Order Entry recurring template	Recurring templates—Order Entry	Import Order Entry recurring templates
Warehouse transfer	Create an immediate warehouse transfer	Import warehouse transfers
Shipping methods	Shipping methods	Import shipping methods