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Setup Stock Keeping Unit Card

Steps:

1, Use search function to find "Stockkeeping Unit"

2, Select New to add stockkeeping unit card

NOTE: Select New if the item card for the item it intended to setup the reordering policy. 

           Select New Item if the item card is not existed.


3, Fill up the stockkeeping unit information 

(1) Select Item 

(2) Select Location 

(3) Reordering Policy - select Fixed Reorder Qty

(4)    Reorder Point - enter the quantity that you need to reorder the item when projected available inventory hits or below the reorder point.

(5)    Reorder Quantity - enter the standard quantity for reorder.


Calculate the Inventory Plan

1, Use search function to find Requisition Worksheet

2, Select Process => Calculate Plan

3, Fill up the calculation criteria

(1) Starting Date / End Date - enter the planning period. 

(2) Use Forecast - select forecast for include the demand when calculate the plan

(3) Exclude Forecast Before - enter the date for exclude the forecast before the date

(4) enter filter criteria if any. 

(5) Click OK to calculate 


4. Suggest lines to be calculated in the requisition worksheet with the reorder quantity.

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