Creating Purchasing Parameters

EBMS contains Stock Level parameters that help maintain proper inventory levels. These values are used to prompt the user when stock levels are low, and they are required to properly use the Inventory Purchasing Page.

The settings for Stock Levels can be found in the product record Count tab:

The Maximum and Minimum settings determine the inventory management parameters. If the Net Ordered amount is less than the Minimum inventory amount, then the purchasing tool will prompt the user to purchase additional inventory. [Net Ordered = Count + Purchase Orders - Sales Orders] If multiple order amounts are less than or equal to the Maximum amount, the system will purchase multiples of the Reorder Increment value.

The system will not prompt the purchaser to order inventory until the inventory is depleted, if the Minimum amount is set to zero. The purchasing tool will always recommend an order amount set in the Reorder Increment if the Maximum setting is zero.

The minimum value can also be used to set color codes within the inventory list and the purchasing window. See the Color Coded by Stock Level section for more details.

EBMS contains automated processes to set the Stock Levels settings. Review Inventory Stock Level Settings for details on the utilities that calculate stock level settings from sales history.

An internal manufacturing vendor setting should be set as the Primary Vendor if the product is manufactured instead of purchased. Review Manufacturing Vendor for setup details.

Video: Stock Level Settings ERP Support Training