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Edit 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 edit and update an existing inventory segment in Inventory Management (New Method).

Purpose​

The main purpose of this feature is to review existing inventory segments to match your operations and keep the classifications used for inventory management up to date as maker-level settings.

Continuously reviewing and managing inventory segments also helps standardize the classifications used in inventory management operations.

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 edit screen​

  1. Click the Inventory menu.
  2. Click the Settings tab.
  3. Click Segments.
  4. Click the Edit button for the segment you want to edit.
    The "Edit segment" page opens.

How to fill out the form​

Edit the fields as necessary.

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

  2. Display Name (Required)
    Enter the display name of the segment. You cannot update 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.

  4. Active (Optional)
    Set whether to enable or disable the segment status using the checkbox.

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

Update the segment​

Review your entries and click the Update Segment button.

If the process is successful, the inventory segment is updated.

Important Notes​

Code and Display Name are required​

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

Before updating the 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.