Not all items in a warehouse are managed using min / max levels - many will be managed using Product Forecasting Based on Sales History which predicts stock requirements.

Items may have minimum order quantities to reduce the requirement for min / max settings
Items have lead times which are used to estimate when new orders will be required

Some situations where min / max may apply

Stock moves infrequently and an emergency supply is required
Stock lead times are not reliable and a safety stock level is preferred
Retail Stores - where stock needs to be on the shelf at all times and hence safety stock is preferred
1. Retail stores that replenish frequently may have the min = the max (ie anything sold is replenished)

Setting min / Max Levels set by SKU

The stock re-order grid shows SOH and sell rates for any visible warehouses.

Each warehouse that has min / max levels or any stock is listed here and can be updated.

Select the warehouse - set trigger and to levels - save

Mass updating of Min/Max levels across warehouses (or Retail Stores)

The stock article play area is used to manage min / max levels

Create a Play List

Add items to the play list (or remove)

Repeat until all items you want are added.

Review the play list as you go

Select the warehouses to update

Franchisors will be able to select all Franchisee Warehouses - get a shorter list using the TAGs

Tag all warehouses (single letter tags) - enter the tags for all the warehouses of interest. Example for Franchisor where each warehouse is a retail store:

5 Retail stores are small > use tag "S" on the warehouse definition
5 are medium > use tag "M" on the warehouse definition
5 are large > use tag "L" on the warehouse definition
When a new product is being introduced and all Medium and large stores require 10
- enter tags "ML" - this will then present all the medium and large stores in the grid
- enter 10 in the "Default Max" column
- Use button "Set Store Max and/or Min to default"
- All stores will have the MAX set to 10 (and the default column will clear)

Enter Tags (if required) to reduce the number of warehouses to show
Choose the columns to display
List the Stock Targets

Making Changes

There are a two ways to make changes

Edit directly in the grid - type in a Max Setting
Fill in the "Default" Column > then use the button to copy this value across to all stores

Removing Excess stock from a Store or warehouse

In the Grid there are items where the stock in the warehouse is > the max level set. A picklist can be emailed for these items to be removed.

Picklist

On the bottom RHS is the button to send a picklist to the store to remove excess stock

Users receive the email based on the following:

Must have the secure feature
Administrators + can change host company > will receive all stores
Non-Administrators
1. Employee Context is used to determine which stores are received
2. No employee context > Only the employee Store is received

The picklist is accurate at the time it is created. The target value is also listed in case sales are made before the pick is actioned so the picker can check the quantity that is remaining after the pick

Picking excess stock to be returned to supplier / Franchisor

Excess stock uses the same form as damaged stock to scan and label ready for return to the supplier (in a franchisee situation to the franchisor)

Update the quantity if required to the number of items that are being removed.

The items will be added to a Transfer to be returned to the supplier (in a franchisee situation to the franchisor)

If Logged in or Authenticated user has the secure feature Secure Features#IsStockManager then the following fields will show on the form

SOH, Stock Target, Sell Rate, Weeks Cover

Labelling the excess stock

A Labels will then print. Attach to the item. The label will be scanned on receipt by the Franchisor.

At any time can check all the items that have been removed from the shelf by looking at the transfer

These items then become part of /wiki/spaces/FK/pages/32640126 - see /wiki/spaces/FK/pages/32640126

Store Simple Stock Adjustment - no stock to return

When there is no stock to return - a simple stock adjustment may be completed in the Simple stock adjustment screen

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