Customer Stock levels

Some Customers require reps to count their current stock levels and recommend a replenishment or refill order.

• Some customers allow the Rep to order

• Some want to review the proposed order with the Rep.

A customer stock level count

• Has a list of items ordered in the last number of weeks as set in Maintain Stock Control Settings from Host Company (your business/s)

• Allows entry for each SKU a current count value

  • For Clothing items has a style / size matrix

• Compares the current count value to a target value as last entered by the Rep

  • The rep can update the target value if required.

  • A warning symbol will show if insufficient stock is available to reach target values

• Customer and Rep can review the count and recommended target value

• Sales order is created for enough stock to reach target values (or as much stock as is available)

• Sales order is reviewed and confirmed ready to be picked.