Overview

Before you can fully manage and track stock in QTM, you’ll need to set up your inventory system. 



1. Create an Inventory List

  • Go to Inventory

  • Add your first item (via CSV, PDF, or manual entry).

Once the first item is created, inventory location and management will automatically be enabled.



2. Create Your Warehouses

  • Open the Locations tab.

  • Click + Add Location to create your first warehouse.

  • Repeat as needed for all warehouse locations.



3.  Create Your First Transfer Order

  • From the Inventory items table, select your item(s).

  • Click Transfer.

 Completing this step will automatically create the “Inventory Transfer” supplier in QTM.


 

4. Set Up Inventory Transfer Supplier Contact

  • In QTM, go to Suppliers.

  • Open the Inventory Transfer supplier.

  • Add a preferred Inventory Contact as the supplier contact.


5. Sync with Accounting System (If Applicable)

  • In your accounting system, create an “Inventory Transfer” supplier.

  • Map it to the Inventory Transfer supplier in QTM for full integration.




6. Create a Restock Order

  • From Inventory, select an item(s) and click Restock.


Once the first restock order is created, your “Inventory” project will automatically be created in QTM.



Step 7: Add Users to Inventory Project

  • Go to the new Inventory Project in QTM.

  • Add users who need access to manage inventory.

  • Assign appropriate roles and permissions.


✅ Setup Complete

After completing these steps, your inventory system is ready to use:


  • Add items to Inventory (via CSV, PDF, or manual entry).

  • Inventory locations are set up.

  • Creating the first transfer order automatically creates the “Inventory Transfer” supplier in QTM.

  • Once the first restock order is created, the “Inventory Project” is automatically created in QTM.

  • The Inventory Project has the right users assigned, so your team can manage stock.

Need help?

Reach out to our Customer Support team: