How to set up stock categories

Before you can start adding your stock quantity inside CASM, it’s essential to have your stock room and stock categories set up correctly. This ensures every stock item is linked to the right stock room and classification; making tracking, reporting, and stock takes much easier.

Step 1: Adding Stock Categories

  1. Navigate to the settings icon to access the configuration section of CASM.
  2. Select Stock and the sub menu item, Categories.
  3. On the right hand side, select the + button to add a new Category​.
  4. The popup window will display a field to insert the Category name.
  5. Type in your category name.
  6. Make sure you click the save button when you are finished.
  7. Your stock category is now in place.
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