Stocking information

To maintain adequate stocks of an item and have Enrich generate purchase orders when required, some basic information such as order lead times, minimum and maximum allowed, or safety stock and annual usage must be kept. This screen also allows you to add a new warehouse for an item.

1. At the EMMS main menu, click the Inventory Items button. The Inventory for Warehouse display screen appears.
2. Right-click on the item and select Action List. The Item Actions screen appears.
3. Click on Stocking Information. The Warehouse/Item Information display screen appears.
4. To change the item information for a warehouse:
   1. Right-click on the warehouse and select Change. The Edit Stocking Information change screen appears.
   2. Make any changes required.
   3. Click Enter to save the changes.
5. To add a warehouse for the item:
   1. Click Add . The Select Warehouse screen appears.
   2. Right-click on the warehouse to be added and select Select. The Edit Stocking Information change screen appears.
   3. Fill in the fields as required.

      Average Costis the average amount that was paid for the parts currently in stock. Once a purchase history has been established for the item, Enrich will calculate this. For a new item, an initial unit cost should be entered.

      Binis the bin on the shelf where the item will be stocked. You can click on the Prompt button to select the bin from a list.

      Cycle Count Codeidentifies whether the inventory count on the item is performed annually, semiannually, quarterly, or monthly. You can click on the Prompt button to select the cycle count from a list.

      Date of Last Countis the date the last cycle count was taken for the part. Once a history is established, this field will be maintained by Enrich.

      Date of Next Countis the date on which the next inventory count should be performed on the part.

      Default Item Lead Timeis the number of days it takes to fill an order for the part. It is optional.

      Estimated Annual Usageis the number of units of the item that are expected to be used in a year. This is not required for a replenishment method of minimum/maximum.

      Include When Printing Bar Codesidentifies at the warehouse/item level whether the item should be included when printing bar code labels from PO receipts and from a range of bins.

      Item Freeze Flagidentifies at the warehouse/item level whether the item is frozen on issue, frozen on purchase, frozen on both, not frozen, or discontinued. If the item has one of the freeze values defined at the warehouse level, this will override whatever is at the master level. If the warehouse doesn't have a freeze value defined, the value at the item master level will be used. You can click on the Prompt button to select the freeze flag from a list.

      Maximum Quantityis the maximum number of units of the part allowed in stock. The units ordered on a purchase order plus the units available in stock cannot exceed this number. It is optional.

      Minimum Quantityis the minimum number of units of the part that are allowed in stock before the part must be re-ordered. It is optional.

      Override Vendoris the vendor used for the product at the specified warehouse if different from the default vendor. It is optional. You can click on the Prompt button to select the vendor from a list.

      Perform Auto Min/Max Updatesidentifies at the warehouse/item level whether or not the part should be included when generating a batch of automatic min/max updates.

      Replenishment Methodidentifies how the item is maintained. You can click on the Prompt button to select the method from a list. If the item master is expense, the expense (P) option will be defaulted. Valid values are:
           - Non-stocked. The part is considered a non-stocked part for the warehouse. You will not be able to modify any fields except override vendor and the item usage type field.
           - Minimum/maximum. The part is stocked in inventory at the warehouse.
           - EOQ. The part is stocked in inventory at the warehouse.
           - Expense. The part is an expensed part for the warehouse.

      Rowis the row in the specified warehouse where the item will be stocked. You can click on the Prompt button to select the row from a list.

      Safety Stock Quantityis the number of units of the item that are required to allow for emergencies. This is not required for a replenishment method of minimum/maximum.

      Shelfis the shelf in the row where the item will be stocked. You can click on the Prompt button to select the shelf from a list.

      Zero Minimum Allowedidentifies whether or not the minimum number of units in stock is allowed to reach zero.

   4. Click Enter to save the item in the warehouse.
   5. Click Exit three times to return to the Inventory for Warehouse display screen.

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