This article will walk you through activating, setting up, and configuring your inventory.

In this article:

• Overview
• Activate the Inventory Feature
• Inventory Options
• Navigate the Inventory
  • Business Unit
  • Corporate
  • Setup
• Part Categories
  • Setting Up Part Categories
    • Configuring the Automotive Section
    • Adding a New Part Type
    • Adding a New Category
• Default Mark-up
  • Setting Up Default Mark-up
• Purchase Discount
• Shipping Cost
  • Shipping Methods
• Linking to a Price List
• Syncing Corporate Inventory
• Auto Ordering
  • Corporate Configuration Options
  • Franchise Configuration Options

Overview

Vonigo’s Inventory Feature allows users a quick and easy way to manage their storage and items. Vonigo offers a variety of different settings that can be configured to match their desired look and feel. The Inventory Feature is meant for a one-time setup and a regular, convenient reuse. Categorizing and labeling in Vonigo’s Inventory space is as effortless and clean as can be.

Activate the Inventory Feature

Vonigo has a myriad of different options for setting up and configuring your inventory. All you need to do is first activate the inventory functionality, and you will have access to various inventory settings relating to orders, shipping, prices and more. Simplify and expedite tedious inventory work so you can focus on your business.

To enable the Inventory feature, please contact your Vonigo Customer Success team.

Inventory Options

Once the Inventory Feature has been activated, these other inventory options will also be accessible and customizable. The following table describes the options you have for each inventory setting:

#	Name	Description
1	Charge Shipping In Order Desk	Adds additional shipping costs for the purchase order.
2	Integrate Inventory Into Booking	Integrates inventory into the price list to allow selling inventory items as a part of delivering the service to the end consumer.
3	Allow recording Vendors Own Cost	Allows vendors to record their own costs.
4	Corporate Office As Vendor Proxy	Sets the corporate office as a vendor proxy.
5	Update Count By Franchise Users	Updates the number of franchise users.
6	Inventory Auto Ordering	Enables automated pre-procurement of the parts (automatically adds it to the cart) when inventory levels are low.
7	Allow Modify Franchise Prices	Allows the user to modify franchise prices.
8	Lock Franchise Prices To Corporate	Ensures that by updating corporate prices, franchise inventory prices are always the same.
9	Sync Corporate Inventory	Syncs a single franchise location’s inventory to the corporate inventory so that they are always part of the franchise inventory.

Navigate the Inventory

After you have gotten your inventory up and running, you can navigate where to further configure your inventory settings by following the subsections below.

Business Unit

Your Business Unit contains inventory settings for Order Desk, Inventory and Purchase Orders. To navigate to these settings:

• Click on Business Unit in the navigation menu.

• Under Order Desk & Inventory, you can find options for Order Desk, Inventory and Purchase Orders.

Corporate

Your Corporate tab contains inventory settings for Purchase Orders, Inventory and Vendors. To navigate to these settings:

• Click on Corporate in the navigation menu.

• Under Inventory, you can find options for Purchase Orders, Inventory and Vendors.

Setup

Your Setup tab contains inventory settings for Vendor Setup, Donations, Disposal, Part Setup and Purchase Orders Setup. To navigate to these settings:

• Click on Setup in the navigation menu.

• Click on Inventory.

• In this section, you can find options for Vendor Setup, Donations, Disposal, Part Setup and Purchase Orders Setup.

Part Categories

Vonigo offers the option to categorize parts fairly simply with the ability to label for orderliness. The method is straight-forward and this section will show you how. Learn the details of categories.

Setting Up Part Categories

To set up part categories, follow these next few steps:

• Click on Setup in the navigation menu.

• Click on Inventory.

• Under Part Setup, click on Part Categories.

• After clicking on Part Categories, any existing categories will be shown, along with two options: Automotive and Add New Category.

Configuring the Automotive Section

The following steps will guide you in configuring the automotive section:

• You can click on Automotive or Add New Category to create a new part category.

• Let’s start by clicking Automotive. The page will display Category, Description, Not for resale and Types. Configure these as desired.

• You can either select an existing type or create a new type by clicking on the Add New Type button.

• Then click on Update to save the changes.

The table below describes the sections of Part Category:

Label	Description
Category	Include a name for the new category.
Description	Include a description for the new category.
Not for resale	Check the box to mark it as “not for resale” and uncheck the box to mark it as “for resale”.
Types	Choose between three types for this new category: Body Parts, Engine and Transmission. You can also create and name your own type using the Add New Type button.

Adding a New Part Type

The following steps will guide you in adding a new part type:

• In the Add New - Part Type section, you can customize what you would like to change the Category, Type, Description and Icon to.

• On this page, you can label your Type instead of selecting from a list of options.

• Once finished, don’t forget to click Update.

Adding a New Category

The following steps will guide you in configuring the automotive section:

• By clicking Add New Category in the previous section, you can customize your Category, Description, and Not for resale options.

• Click Update to save the changes.

Default Mark-up

Vonigo provides configuration settings that allow users to setup the default markup for the inventory prices. This default is then applied to the price for the inventory item when the price is being added to the franchise for the first time. The only exception is when Corporate and Franchise prices are synchronized.

Setting Up Default Mark-up

Purchase Discount

When buying inventory from a corporate or through a corporate, based on the buying volume, different franchises can buy items based on different pricing. Vonigo facilitates this option through the Purchase Discount feature, which applies a discount to all inventory items based on how it’s setup.

Shipping Cost

Through Vonigo’s system, users can automatically charge shipping costs upon creation of the purchase order through the Order desk.

Shipping Methods

Once Shipping Cost has been enabled, you can also select shipping methods, all of which is described in the table below:

#	Name	Description
1	Fixed	A fixed price charged per shipping. Example: $20 for 1 instance of shipping.
2	Calculation based on size	Calculated per sq feet. Example: Suppose we set the rate for 1 sq feet to $5 and our package is 4 sq feet. Then shipping cost would be (4 sq feet * $5), totaling to $20.
3	Calculation based on weight	Calculated by how much the order weighs. Example: Suppose we set the rate for 1 lb to $5 and our package is 4 lbs. Then the shipping cost would be (4 lbs * $5), totaling to $20.

Linking to a Price List

Vonigo makes it so that the inventory, for the booking purposes, can be linked to the price list. Once linked, inventory items can be selected on the price picker, and then automatically added or removed from an inventory.

Syncing Corporate Inventory

Vonigo comes with an Inventory Auto-Syncing feature. This allows users to "collapse" the notion of corporate vs franchise inventory and manage inventory counts on a corporate level directly.

Auto Ordering

Vonigo’s Auto Ordering feature allows users to maintain their desired order levels in their franchise inventory. Automate and simplify ordering through these next few sections.

Corporate Configuration Options

Once the Auto Ordering feature has been enabled, you can configure their thresholds by referring to the table below:

#	Name	Description
1	Suggested Optimal Quantity	Optimal quantity, where if franchise inventory dips below this number, franchise admin will be alerted.
2	Suggested Min Quantity	Suggested minimum quantity, where if franchise inventory dips below the quantity, an order cart will be created.
3	Allow To Customize On Franchise Level	Default - false, this allows users to customize thresholds above a franchise level.
4	Limits Above Cannot be Acceded On Franchise Level	Locks the ability to customize, making it only available to change if there is more than 2 people active.

Franchise Configuration Options

Once the Franchise setup feature has been activated, you can also configure more Auto Ordering options in the Franchise section. The table below provides more information on Auto Ordering:

#	Name	Description
1	Send Email Notifications About Inventory Levels	Sends email notifications about inventory levels to the email recipients named below this section.
2	Auto Create Purchase Orders	Only the "Keep Ordered Parts in shopping Card" option is active.