How to Setup the Inventory

The Inventory Wizard allows you to setup Inventory by product and issues.

Step 1:  Configure the rules/behavior you want for Inventory Management. This can be done using the path Website Setup >> Company Info >> Sitewide Defaults >> Ad Management Settings >> Check Inventory

Select Inventory Warning or Stop processing for proposals and/or for contracts.

• “Inventory Warning” will cause a pop up to appear if inventory limits have been met.
• “Stop Processing” will prevent the order from being added if inventory limits have been met.

Step 2:  Setup inventory limitations. This can be done using the path Website Setup >> Ad Sales Management >> Inventory Wizard

• This will open the Inventory Wizard. Click on Next and Select your product to place the inventory limitations on.

• Select an issue to set inventory and click ‘Next’.

• Select any/all Ad Sizes to set inventory and click on ‘Next’.

• Select any/all premium positions to set inventory and click on ‘Next’.

• Set the values/limits for each Ad Size. You can also use the ‘Set All Values To’ button to make them all the same. Click on ‘Next’.

• Set the number of spaces/pages you have available for premium positions.‍ 

• Clicking on the ‘Set All Values To’ will allow you to copy the inventory you set from here to additional products & issues. 

• Click Done to Save the changes and exit the wizard.