11. Inventory Management and Transactions

As inventory records are created, each inventory item’s Min, Max, Critical or ROQ levels (depending on which replenishment method was selected) will be specified.

11.1 Inventory Plan

As inventory records are created, each inventory item’s Min, Max, Critical or ROQ levels (depending on which replenishment method was selected) will be specified. On the Inventory screen, the Inventory Plan for all inventory items in a particular location can be accessed and edited one at a time or in bulk as needed.

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11.1.1

To access and modify the inventory plan
1. With your cimpany highlighted in the Company tab, choose Inventory from the Material Management drop-down list
2. This will open the Material Management > Inventory screen
3. Highlight a storeroom location in the Location tab
4. Click on Inventory Plan

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5. This will open the Material Management > Inventory > View Inventory Plan screen
6. Click Edit.
7. Now the Critical, Min, and Max fields are available for making changes for each item. The Replenish Method, Auto Replenish and Blocked from Reordering fields can also be edited for each item.
8. When finished making adjustments click Save in lower right hand corner of screen

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