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Info

This functionality is new as of version 4.0.

  • The 'Minimum Stock Quantity' is assigned to each Inventory Location via the  for a Product is the minimum number of units that should be held in inventory for the Inventory Location.

  • When the Minimum Stock Quantity is reached, the inventory should be replenished using a Purchase Order or Inventory Transfer Request.

  • The ‘Minimum Stock Quantity' for each Product is configured for the Inventory Location, via the 'Edit Product Minimum Quantity by Inventory Location' dialog on the following screens via the 'Edit Minimum Stock Qty'’ right-click menu option found on the following screensclick menu option:

    • ‘Inventory Search’ screen → ‘Inventory on Hand’ tab

    • 'Product Info' screen → 'Inventory' tab → 'Inventory on Hand' subtab

Info

  • In order to have access to the 'Edit Minimum Stock Qty' menu option, the User must:

    • Be assigned to the Hospital Unit (Inventory Area), and have the 'Inventory' elevated privilege; or,

    • Be a member of a Security Role that has been assigned to the Hospital Unit (Inventory Area), and has the 'Inventory' elevated privilege.

    • The 'Inventory' elevated privilege is configured via:

...

To Edit edit the Minimum Stock Quantityfor a Product and Inventory Location:

  1. Navigate to the 'Inventory on Hand' tab:

...

  1. Create a ‘New’ Purchase Order.

    1. Click the ‘Add Items Below Min Stock Qty’ button.

    2. Confirm the action.

      'Purchase Order Details' screen - 'Add Items Below Min Stock Qty' buttonImage Removed

  2. Click the ‘Add Items Below Min Stock Qty’ button.

  3. The Products that have reached the 'Minimum Stock Quantity' will be added as Purchase Order Items.

    4. The 'Ordered Qty(1)' will be automatically populated with a value equal to:

  4. ((Minimum Quantity(2) - Quantity on Hand(3) - Pending Quantity(4)) / Sales Quantity per Order Unit ) Rounded up to the next whole number.

    5. The Sales Quantity per Order Unit is equal to the product of

    'Inventory on Hand' tab - 'Edit Min Stock'Image Added

    1. Navigate to the 'Inventory Search' screen → 'Inventory on Hand' tab

      1. Search for the Product.

      2. Apply the 'Inventory Area' and 'Location Filter' fields; OR,

    2. Navigate to the 'Product Setup' screen.

      1. Search for the Product.

      2. Open the 'Product Info' screen → 'Inventory' tab → 'Inventory on Hand' subtab.

      3. Apply the 'Inventory Area' and 'Location Filter' fields.

  5. In the 'Search Results'

    1. Right-click the Inventory Location; OR,

    2. Click the Hamburger button at the right end of the row.

  6. Select the 'Edit Minimum Stock Qty' menu option.

  7. On the 'Edit Product Minimum Quantity by Inventory Location' dialog:

    'Edit Product Minimum Quantity by Inventory Location' dialogImage Added

    1. Note the Product and Inventory Location, to insure they are correct.

    2. Specify the 'Min Stock' quantity in Sales, Stock, or Order Unit of Measure.

      1. When one Unit of Measure quantity is adjusted, the other two will be calculated, based on the S:St and St:O ratios for the Vendor Product.

        Add Items Below Min Stock QtyImage Removed

        .

    3. Specify the 'Critical' quantity.

      1. When this quantity is reached, the Product will have a special indicator on the 'Inventory Reorder' screen.

    4. Specify the 'Reorder' quantity.

      1. When the 'Min Stock' quantity is reached, the 'Reorder' quantity will be used to populate the quantity to be ordered on the 'Inventory Reorder' screen.

      2. The ‘Min Qty’ is also displayed on the ‘Purchase Order Details’ screen.