You can get to Edit inventory directory via the edit button to the far left of the list view of articles.
Location treatment:
Fixed - see separate description under ‘Edit article’.
Floating - see separate description under ‘Edit article’.
Previous - see separate description under ‘Edit article’.
Method:
FIFO - (First In First Out) Every deposit transaction (receipt) is awarded a sequential number, and for withdrawals, the lowest sequential number in stock (those that came in first) will always be the default suggestion for withdrawal, adjustment or moving.
FEFO - (First Expired First Out) Every time there is a deposit transaction (receipt), the expiry date can be inserted, and for withdrawals, the latest expiry date in stock will always be the default suggestion for withdrawal, adjustment or moving.
Inventory directory info:
Supplier is shown in a separate field in the inventory directory, and if necessary can be changed here.
Location: The default location of the inventory directory can be changed here. Note that if there are any articles in the storage location that is being changed here, these articles will now be given the new storage location that is selected here.
Min. stock: Minimum stock of the article in the inventory. If the number falls below this stock, the article will be included in the calculation of requirement.
Max. stock: Maximum stock in the inventory. When purchase orders are created, the system will suggest a number to be purchased in order to ensure that the maximum stock is achieved.
Lot Size: Suggested quantity that should be purchased at any one time.
ABC Category: Gives the option to categorise, e.g. A=critical part, B=moderately critical part, etc. See also separate description under ‘Add new article’.
Notification (email and internal message):
Stock less than Min. Stock: Check off and select recipient. Note that directly from the message received, the message can be set to origin 'Purchase requisition', and the button '+IO' (create purchase order) is available here to create a purchase order.
FEFO (notification of expiry date): Check off, insert number of days beforehand that notification should be given, and select recipient.
Note: The notification does not go immediately. It is sent by default once a day, or it is triggered if someone logs in before that.
Supplier's part info:
Suppliers part no.: The supplier’s part number can be inserted or amended here.
Designation: The supplier’s designation/name can be inserted or amended here.
Unit: Inventory and purchasing unit of the article.
Cost price: Supplier’s price for the article (excluding discount). This will come as default in the purchase price in the purchase order line when a purchase order is set up. This can be overridden.
Delivery: Delivery time of the article. When calculating needs, the supplier's delivery time will be included in the calculation, so that the need is captured early enough. Note! Requires that ‘Reserved => Need’ is marked during the calculation of needs. 10.3.0 Purchasing requirements
Discount: Discount in %. This will come as default discount in the purchase order line when a purchase order is set up. This can be overridden. Note: If a discount agreement is in place for this article, this discount will be overwritten by what is in the agreement.
Comments: Free text field. For information only here.
Alternative suppliers: All alternative suppliers will be shown in this list. Alternative suppliers can also be deleted from this view. Requires the rights ‘SPA’ and ‘SC’ to be activated for the user in access control.