Add Transfer Request Items by Minimum Quantity

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 09, 2023
3 min read

This functionality is new as of version 4.1.

An Inventory Transfer Request can be created for Products that have reached the ‘Minimum Quantity’ an Inventory Area.

Before using this function, be sure to set the ‘Minimum Quantity' for the Products in the affected Inventory Area.

Refer to Configure Inventory Minimum Quantity.

In order to have access to create an Inventory Transfer Requests:

One of the following must apply:

  • The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Inventory Transfer' Elevated Privilege; OR,

  • The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Inventory Transfer' Elevated Privilege.

  • Refer to:

To Create an Inventory Transfer Request using the Minimum Quantities:

  1. Navigate to the ‘Inventory Transfer Request Search’ screen.

    'Inventory Transfer Request Search' screen - 'Min Quantity Transfer Request' button
    'Inventory Transfer Request Search' screen → 'Minimum Quantity Transfer Request' button

  2. Click the ‘Minimum Quantity Transfer Request’ button; OR,

  3. Click the ‘New Inventory Transfer Request’ button.

    1. The ‘New Inventory Transfer Request’ dialog will open.

      'Inventory Transfer Request Search' screen - 'New Inventory Transfer Request' dialog
      'Inventory Transfer Request Search' screen → 'New Inventory Transfer Request' dialog

       

  4. Select the Source Inventory Area, Destination Inventory Area, and the ‘Date Needed’, which is optional.

  5. Select the ‘Auto add items below minimum quantity levels’ checkbox.

  6. Click the ‘Save’ button; OR,

  7. Click the ‘Cancel’ button to cancel the operation and close the popup.

  8. The ‘Inventory Transfer Request’ screen will open.

  9. The Products that have reached the ‘Minimum Quantity’ for the Inventory Area, have been added to the Inventory Transfer Request.

    1. Rows that are highlighted in red, represent Products with Inventory that has reached the ‘Minimum Quantity’ for the Inventory Area.

    2. Refer to About Highlight Colors and Other Indicators

  10. The ‘Requested Qty’ is automatically populated, and based on the ‘Reorder Qty’, minus the Quantity on Hand and the Pending Quantity from Inventory Transfer Requests and Purchase Orders that have not been received.

  11. Click the ‘Add Items Below Minimum Stock Quantity’ button to add the items if they have not already been added. If any are duplicated, they will not be added again.

  12. To find the ‘Reorder Qty’, right-clicking the row that represents the Product, and select the ‘Edit Minimum Stock Qty’ menu option.

  1. The ‘Edit Product Minimum Quantity by Inventory Location’ dialog will open.

  2. The Reorder Quantity is specified in Sales, Stock, and Order Units of Measure, using the S:St and St:O Ratios to convert between units.