Min and Max stock levels in WMS

Description

User can also manage stock levels in WMS.

The following document explains how to add/change min and/or max stock levels in WMS.

Stock levels can be manually added or/and changed or exported/imported in WMS.

Detail Steps

To manage stock levels manually:
1. From the Tools menu, select Manage Lists.

2. Select Item Putaways.

3. Select your items: search by item or/and by Location.
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4. Choose the item you want to add/change quantities and click on Min Unit or Max Unit and manually typed in the quantities.

5. Print Putaway report and/or Close.

To manage stock levels by import/export:

1. From the Tools menu, select Manage Lists.

2. Select Item Putaways.

3. Select your items: search by item or/and by Location.

4. Click on “Export”, and your excel spreadsheet will open with all your selected items.

   
   

   

   
   

5. Add/change the min and/or max unit quantities.

6. Save and Close.

7. Go back on your WMS screen, or re-open Tools Manage Lists Item Putaways.

8. Click on “Import Putaways”.

9. Print Putaway report and/or Close.

To run the report for stock alerts, go to Reports > Stock > MinLevel Alerts.

Preferences for Master levels

Login as superuser.

Go to Options > Preferences > Inventory Tab.

If the above setting is ticked, it uses Accounting software Min levels rather than MIN/MAX in WMS.

Untick this in preferences; it will normally use WMS MIN/MAX levels when an item is marked non-inventory in Accounting software and min/max disabled in Accounting software.

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Related Information

None