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


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.


Related Information

None