The order requirement screen allows you to view, allocate or purchase inventory based on customer demand, a set of minimum and maximum order requirements or seasonality.
Click Menu at the top of the screen
2. Click Purchase Order. Click Order Requirements
3. Select Allocations or Stock Levels tab
Allocations Tab vs. Stock Levels Tab:
Allocations – Allocations are used when ordering inventory based on demand. Allocations fulfill inventory based off of actual orders by assigning unallocated inventory to an order.
Stock Levels – Stock levels are based on a set of minimums and maximums, as well as seasonal inventory demand. Stock levels brings inventory into stock without associating it with an order. Making it openly available to be sold by any salesperson.
Viewing Inventory by Allocation:
Click the Allocations tab
Use filters to narrow your search of models
NOTE: Selecting Brand, Min Deposit Met and Show Needed Only will help to narrow inventory that meets required criteria to order.
Click Show Models
Inventory Definitions:
On Hand - Quantity of inventory physically available for delivery.
Allocated - Quantity of inventory reserved for specific orders but not assigned to particular serial numbered inventory.
On Order - Models that have been ordered via a purchase order but are yet to be received.
Hard Allocated - Models that have been reserved for specific orders using specific serial numbered inventory.
Understanding Order Calculations:
Click the selection box assigned to the model under the Select All on Page column to view the Quantity to Order. Order quantity is based on unallocated order demand.
To view unallocated orders, expand the model by clicking the black triangle to the left of the brand
NOTE: Once inventory has been allocated, the quantity to order will be revised to subtract the number allocated. If inventory cannot be allocated, the item should be added to a purchase order.
Viewing Inventory by Stock Levels:
Click the Stock Levels tab
Select a location using the Location drop down
Use filters to narrow your search of models
Click Show Models
Select a Net Available Calculation Method to use to calculate inventory
Stock Level Calculations:
Availability will be calculated by selecting a calculation from the Net Available Calculation Method.
OHO = On Hand inventory
OHA = On Hand - Allocated inventory
OHAO = On Hand - Allocated + On Order inventory (This is the default inventory calculation in the system)
Min (Minimum) - The minimum amount of the item to keep in stock.
Max (Maximum) - The maximum amount of the item to keep in stock.
Understanding Order Calculations:
Based on mins and maxes, what has been ordered, allocated and on hand, the system will suggest the quantity to order.
Seasonal trends can come into play when viewing stock levels. To view seasonal trends, click the black triangle to the left of the brand