Overview
An included workspace preview showing the proposed organization of orders, products, inventory, purchasing, and suppliers. It is not an operational stock or procurement system.
Orders & Inventory → Overview, Orders, Products, Inventory, Purchasing, and Suppliers are planning surfaces.
Who can use it
- Company users with the existing workspace-preview permission can inspect the preview. Admins manage workspace selection.
Current availability
- Use Settings → Workspaces to review the Planning Preview.
- No Inventory or Procurement entitlement is activated by opening the preview.
Planning overview
- 1
Inspect the preview
Read the proposed workspace sections and availability labels.
- 2
Continue current work in supported modules
Use Materials & Requisition for project materials and Company Payables for authorized supplier obligations. Do not treat preview content as stock records.
Availability and statuses
- Planning Preview only; no released order, stock, or purchasing operations.
- Included workspace presentation does not create a separate paid module or promise release dates.
Limitations
Troubleshooting
- If a control is unavailable, it may be planned rather than a permission error. Review the availability label and use the supported alternatives.
Important notes
- Planning Preview only; no released order, stock, or purchasing operations.
- Included workspace presentation does not create a separate paid module or promise release dates.
- No operational inventory balance, purchase order automation, stock valuation, or new entitlement is provided by this preview.