Adding Item Reorder Quantities
Printing the I/C Reorder Quantities Report
Specify the item number for which you want to add reorder criteria.
Enter a location code or use the Finder to select an inventory location. You must have previously allowed the item to be stocked at the location.
The program displays the stocking unit of measure from the item record. You enter reorder information in stocking units.
If optional fields were defined for this screen, click the zoom button, then add or edit optional field information as follows:
- Fill in the value field
for any optional fields that appear.
If a field is required, you cannot save the item record until you fill in the value.
- To add optional item fields that were not automatically inserted, click Add Line to add a new line to the table, and then use the Finder to add the optional field.
- When you select an optional field code, the program displays the description for the optional field.
Optional fields must be assigned to the Items screen using the I/C Optional Fields screen before you can add them to item records.
Enter the maximum number of units (in the item's stocking units) you want in stock at any time for the item during the specified period. If more than this specified number of units are in stock during the period, the item appears on the Overstocked Items report.
Inventory Control calculates the quantity available as the quantity in stock, plus the quantity on purchase order, minus the quantity on sales order.
Enter the minimum number of units (in the item's stocking units) you want in inventory for the item during the specified period.
If fewer than this specified number of units are in stock during the period, the item appears on the Reorder Report.
Enter the date (month and day) of the first day for which you want the reorder criteria to apply.
If you add reorder criteria for more than one period in a 12-month period, then the current reorder criteria are in effect until the next period starting date.
For example, if you add different reorder criteria for periods starting on the first day of every month beginning with December 1st of the current year, then the first reorder criteria expire on December 31 and the next reorder criteria take effect on January 1st of the next year.
Enter the number of units of the item (in the item's stocking units) you expect to sell during the specified period.
Enter the number of units (in the item's stocking units) that you want to order during the specified period when either:
- The number of the items in stock is less than the amount you specified in the Minimum Quantity field, or
- The projected sales of the item for the period is greater than the amount of the item in stock.
Overview
Use the I/C Reorder Quantities screen to:
- Set up reorder information (maximum, minimum, reorder, and projected sales quantities in item stocking units) for your inventory items if you want to use the Overstocked Items report or the Reorder Report to assist you in managing your inventory.
- Specify separate reorder criteria for each item at each inventory location where you stock the item, or for all locations.