Tip:
Note that you can exclude items that are already assigned to jobs from
the In Stock and On Order figures for the Reorder calculation; see the
Defining
Inventory Management Options section for details.
For a printable version of the Inventory topics, click here: http://ws4.insightdirect.com/Download/Website/docs/Inventory.pdf
Stock Level Warnings are used to inform you about the amounts of every inventoried part in the stock locations An location, like a warehouse or a truck, where inventory is stored. In ServiceCEO, office locations and teams (and, in ServiceCEO Enterprise, branch and regional offices) can be identified as Stock Locations.. They also serve to alert you when the amount of a particular part falls below the specified Reorder point.
The stock levels (Inventory) The amount of Inventory items of a particular part that you have in stock at a particular time. are:
In Stock. This is the amount of the item that you currently have in your stock location. Read-only.
On Order. This is the amount of the item that has been ordered and is in the process of being delivered. Read-only.
Reorder.
The amount of the item below which you will be prompted to order more
of the item. Editable.
In other words, setting this level to X tells the system "when
my In Stock amount + On Order amount + Pending Order amount is less than
or equal to the Reorder amount (X), prompt me to reorder however many
items I'll need to get the stock level back to the Optimal level."
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Optimal.
The item
quantity you would like to have on hand. Editable.
When using the Purchasing Assistant to
order new items to fill a general stock, the quantity ordered defaults
to whatever quantity will bring your stock level up to the optimal quantity.
Note that the Optimal amount will always be equal to or higher then
the Reorder level. In fact, entering an Optimal value will always default
the Reorder amount to Reorder + 1 (unless the Optimal amount is already
higher then the new Reorder value).
If you want your Reorder amount to be the same as the Optimal amount,
you need to edit the Optimal value after you set
the Reorder value.
Pending Order. The amount of the item that has been flagged as needing to be ordered (in the Inventory Management Grid) but that has not yet been ordered (i.e., no Purchase Order has been created to order more of the item). Read-only, only visible in the Inventory Management Grid.
To define the Optimal and Reorder levels, simply click into the appropriate field and type the value you want. You can do this in two places:
The Stock Levels tab of the Stock Location dialog box.
The Stock Levels tab of the Master Product Detail page.
Based on these levels, if an item needs to be ordered, a warning will be displayed in the following locations:
The
Stock Location tab. The 
icon means that the stock location is fully stocked. The
indicates that one or more stock levels have been violated
in that stock location.
The
Stock Levels tab of a Stock Location.
The appears for every item whose reorder point has been
reached.
The Inventory Management Grid. If any warning levels are currently being violated they will appear in the General Stock Levels portion of the grid with a description of Stock Level Violation in.... You can click on the levels (many of them are hyperlinked) to adjust them, or transfer or order items as needed. See the Inventory Management Grid section for more details.
Back to Inventory Table of Contents