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Create an Inventory Segment

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This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, refer to the Inventory Management (Conventional Method) manuals.

Overview​

This section explains how to create an "inventory segment" as a business classification for managing inventory in Inventory Management (New Method).

Purpose​

Use this feature to define inventory segments in advance and manage the classifications used for inventory management as maker-level settings in one place.

Managing inventory segments as unified classifications also helps standardize inventory management operations and prevent reliance on specific individuals.

Feature Description​

What is a segment?​

A segment is a business classification defined by the user to manage inventory.

For example, even when inventory for the same SKU is in the same warehouse and location and is available for sale, segments let you separate it for business purposes such as:

  • Regular sales
  • E-commerce
  • Wholesale
  • Samples
  • Campaigns

Use segments when you want to separate inventory for business purposes, even if it is not separated by physical location or quality status.

Segments are treated as settings in Inventory Management (New Method).

Segment status​

There are two segment statuses: Enabled and Disabled. These statuses determine whether the segment can be used for inventory-related operations.

  • Enabled: The segment can be used in all inventory-related operations.
  • Disabled: The segment cannot be used in any inventory-related operations.

Inventory-related operations refer to inventory operations such as purchase orders, receipts, transfers, and inventory allocations.

Instructions​

Navigate to the segment creation screen​

  1. Click the Inventory menu.
  2. Click the Settings tab.
  3. Click Segments.
  4. Click the New segment button.
    The "New segment" page opens.

How to fill out the form​

  1. Code (Required)
    Enter a code to identify the segment. You cannot register the segment if this field is blank or contains only spaces.

  2. Display Name (Required)
    Enter the display name of the segment. You cannot register the segment if this field is blank or contains only spaces.

  3. Default segment (Optional)
    Check this box if you want to treat it as the default segment. It is disabled by default.

  4. Active (Optional)
    Set whether to enable or disable the segment status using the checkbox. It is enabled by default.

    • Checked: Sets the segment status to Enabled.
    • Unchecked: Sets the segment status to Disabled.

Create a segment​

Review your entries and click the Create segment button.

If the process is successful, a new inventory segment is created.

Important Notes​

Code and Display Name are required​

Code and Display Name are required fields. You cannot register the segment if either field is blank or contains only spaces.

Before creating a segment, make sure both fields are entered.

Segment settings are shared at the maker level​

Segment settings are shared at the maker level and are applied to all brands under the same maker.