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.
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