The 'Minimum Stock Quantity' is assigned to each Inventory Location via the 'Edit Minimum Stock Qty' right-click menu option found on the following screens:
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This functionality is new as of version 4.1. |
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The 'Minimum Quantity' for a Product is the minimum number of Units that should be held in the Inventory Location. |
When the Minimum Quantity is reached, the Inventory should be replenished using a Purchase Order or Inventory Transfer Request.
The ‘Minimum Quantity' for each Product is configured for the Inventory Location, via the'Edit PAR Levels' dialog from the following screens:
‘Inventory Management’ screen:
‘Inventory Transfer Request’ screen:
‘Inventory Search’ screen → ‘Inventory on Hand’ tab:
'Product Info' screen → 'Inventory' tab → 'Inventory on Hand' subtab:
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In order to have access to the 'Edit Minimum |
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Qty'menu option |
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: One of the following must apply:
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Click the ‘Add Items Below Min Stock Qty’ button.
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The Products that have reached the 'Minimum Stock Quantity' will be added as Purchase Order Items.
The 'Ordered Qty(1)' will be automatically populated with a value equal to:
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((Minimum Quantity(2) - Quantity on Hand(3) - Pending Quantity(4)) / Sales Quantity per Order Unit ) Rounded up to the next whole number.
The Sales Quantity per Order Unit is equal to the product of the S:St and St:O ratios for the Vendor Product.
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The 'Inventory' elevated privilege is configured via:
'Hospital Setup' screen → 'Unit Setup' tab →
'Assigned Users' subtab
'Assigned Roles' subtab
Refer to Edit Purchase Order Defaults.
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Create a ‘New’ Purchase Order.
Click the ‘Add Items Below Min Stock Qty’ button.
Confirm the action.
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To edit the Minimum Quantity for a Product and Inventory Location:
Navigate to one of the screens mentioned above.
Select the 'Edit Minimum Qty' menu option.
On the 'Edit Product Minimum Quantity by Inventory Location' dialog:
Note the Product and Inventory Location, to insure they are correct.
Specify the 'Min Stock' quantity in Sales, Stock, or Order Unit of Measure.
When one Unit of Measure quantity is adjusted, the other two will be calculated, based on the S:St and St:O ratios.
Specify the 'Critical' quantity.
When this quantity is reached, the Product will have a special indicator on the 'Inventory Reorder' screen.
Specify the 'Reorder' quantity.
When the 'Minimum Quantity is reached, the 'Reorder' quantity will be used to populate the quantity to be ordered on the:
'Inventory Reorder' screen
‘Inventory Transfer Request’ screen
‘Purchase Order Details’ screen
The ‘Min Qty’ is also displayed on the ‘Purchase Order Details’ screen.
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The Quantity to be Ordered or Transferred is calculated as the ‘Reorder Quantity' plus the ‘Minimum Quantity’ minus the ‘Available Quantity’ minus ‘Pending Quantities’ from Purchase Orders and/or Inventory Transfer Requests that have not yet been ‘Received’. |