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Procedure documentationDefining Inventory Control Options

Procedure

Use this procedure to include items in suggested orders and to enter quantities for the minimum and maximum allowed quantities, and opening stock quantities.

A suggested order contains a list of items whose on-hand quantity is below the minimum allowed, and a suggested order amount that brings the on-hand quantity of the item up to the maximum allowed. If you include the item in suggested orders, the item is added to a suggested order whenever its on-hand amount falls below the number that you enter into this field. An amount is ordered to bring the item’s on-hand amount to the level entered in the Maximum Stock On Hand field.

A suggested order can be turned into a purchase order. For information about suggested orders, see Creating a Purchase Order Automatically from a Suggested Order.

To maintain inventory control for PLUs:

  1. List the PLUs, see Listing PLUs.

  2. Select a PLU, and then click Open.

  3. On the PLU window, select the check box beside the Inventory Control button at the bottom of the window. The Inventory Ctrl tab appears.

  4. To include the item in suggested orders, click the Include in Suggested Orders check box.

  5. In the Minimum Quantity field, type the minimum number of the items after which an order is placed.

  6. In the Maximum Quantity field, type the maximum number of the items that you want to have in stock.

  7. In the Opening Stock field, type number of items that are currently in the opening stock.

    Note Note

    The Reorder Point field displays the number at which a flag is generated to indicate that new inventory needs to be ordered.

    End of the note.