📝 Overview
The Moderate Location Inventory feature in ChiroHD allows organizations to require system admin approval when a location tries to create a new location-specific inventory item. This article will guide you through enabling this feature, configuring messaging, submitting new inventory requests from a location, and handling requests as an admin.
Enabling Moderate Location Inventory
Navigate to your System Dashboard, System Settings, System Configuration.
Locate the Moderate Location Inventory toggle and turn it on.
Once enabled, complete the Inventory Moderation Message. This message informs locations that admin approval is required for new inventory.
Submitting an Inventory Request
Navigate to your Live Location, Settings, Inventory, Location Specific, Create Location Specific Inventory Item.
The moderation message will display during this process to remind users about the approval.
Complete the inventory request and click submit.
Requests awaiting review can be viewed from the Pending Requests tab.
Review Pending Requests as a System Admin
Organizations should determine which system admin will be responsible for reviewing inventory requests.
System Admins can access the pending inventory requests by navigating to your System Dashboard, select the shopping cart icon in the top right of the screen to view pending requests.
Click on the blue inventory item you would like to review.
Choose to approve or deny the submitted request.
If approved, the inventory item becomes available as a location-specific item.
If denied, the inventory item will not be created.
Note: ChiroHD does not participate in the approval process; it is managed between the system admin and the location.
✅ Key Takeaways
The Moderate Location Inventory feature ensures system admin oversight for new inventory items.
Locations are informed via a customizable moderation message when submitting requests.
All approvals or denials are strictly handled between the system admin and the requesting location.
📌 Conclusion
Enabling the Moderate Location Inventory feature in ChiroHD adds an essential layer of control and transparency for managing location-specific inventory while ensuring that only authorized items are added. This process supports organizational oversight and helps prevent unauthorized changes within your ChiroHD system.