10X ERP Knowledge Base
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Inventory, Lots & Warehouses

  • Creating a Sales Order Return; Customer Return of Parts, Items, or Inventory
  • Using the Quality Check (QC) Tool Basics
  • Purchase Order Returns; Returning Purchased Inventory (from PO's Created in 10X)
  • Adjusting On Hand Quantity of Items and Lots from the Item > Lots Page
  • Vendor/Supplier Managed Inventory (VMI) Intro and Basics, Tag Creation and Scanning/Order Creation
  • Creating and Publishing a Cycle Count (Inventory Count)
  • Quickly Check Inventory Levels of an Item or Part
  • Lot Allocation and Viewing Lot Details of an Order, Shipment, or Work Order Line
  • Moving Inventory from the Items > Lots Page
  • Manage Lot Tracking Requirements, including Manufacture/Cure Date and Country of Origin (CoO)
  • Releasing Allocated Inventory from a Shipment
  • Managing Location Properties in 10X ERP (Hold Inventory, Allocation, etc.)
  • Future Order Settings and Purchase Tool Calculations
  • Set Lot/Item Aging Requirements for a Customer
  • How to Enable and Use Consolidated Lots in 10X ERP; Consolidating Item Lots Automatically/ Untracked Lots
  • Updating the Customizable Inventory Adjustment Reasons
  • Intro to Transfer Orders, Shipments and Receipts
  • Overnight Inventory Allocation Options in 10X; Reallocate Inventory Overnight by Wanted Date
  • Warehouse Locations and Location Types
  • How to Manage Inventory Allocations in 10X ERP: An Overview of the Process, Settings, and Triggers
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Categories

  • Accounting & General Ledger
  • Accounting Training Track 1 — Beginner
  • Accounting Training Track 2 — Intermediate
  • Accounting Training Track 3 — Advanced
  • Accounts Payable & Vendor Payments
  • Accounts Receivable & Invoicing
  • CRM
  • Customers & Contacts
  • Data Management & Security
  • Getting Started & Navigation
  • Integrations
  • Inventory, Lots & Warehouses
  • Items, Pricing & Cost Rules
  • Manufacturing & Work Orders
  • Onboarding — All Roles
  • Purchasing & Receiving
  • Purchasing Training Track 1 — Beginner
  • Purchasing Training Track 2 — Intermediate
  • Purchasing Training Track 3 — Advanced
  • Quotes & Sales Orders
  • Release Notes (2024)
  • Release Notes (2025)
  • Release Notes (2026)
  • Reporting & Analytics
  • Sales Training Track 1 — Beginner
  • Sales Training Track 2 — Intermediate
  • Sales Training Track 3 — Advanced
  • Shipping & Fulfillment
  • System Administration
  • Troubleshooting
  • Warehouse Operations Training Track 1 — Beginner
  • Warehouse Operations Training Track 2 — Intermediate
  • Warehouse Operations Training Track 3 — Advanced
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