In this video, we introduced the new sales location filter in the stock level section and order requirements. This feature allows you to view inventory levels for a specific sales location, which will help you check availability, plan purchases, and fulfill orders more accurately. We demonstrated how to select a sales location and product group under purchase orders on the order requirements screen.
Inventory Check and Order Requirements Procedure
Objective
This SOP outlines the steps to check inventory levels for specific sales locations and plan purchases accordingly.
Key Steps
1. Accessing the Order Requirements Screen 0:00
Navigate to the purchase orders section.
Locate the order requirements screen.
2. Selecting Sales Location and Product Group 0:14
Choose your desired sales location from the filter options.
Add the relevant product group to narrow down your search.
3. Viewing Stock Levels 0:22
Click on the 'Show Models' button.
Review the displayed stock levels specific to the selected sales location.
Cautionary Notes
Ensure that the correct sales location is selected to avoid discrepancies in inventory checks.
Double-check the product group to ensure accurate stock level information is retrieved.
Tips for Efficiency
Regularly update the sales location and product group filters to streamline the inventory checking process.
Familiarize yourself with the layout of the order requirements screen to navigate quickly.