Edit Min & Max Utility

This utility can be used to update the product minimum and maximum order quantities at the product level or at the location level for products that are ordered by location. It also displays the "Re-Order Multiple" for information only.
This information is maintained in the Re-Order Information window of Sales Inventory or Rental Inventory.

Alternatively, to update these re-order quantities based on Sales History use the Update Re-Order Min/Max Qty's.

The prompts are:

EDIT MIN/MAX AT

Operator role permission to update the Location and Product Access in Min& Max Utility is required to be set in the Document Field Access window of the Security Role Permissions for the operator to have access to all three selection access.
If the operator does not have role permission, the Min and Max can only be updated by Location.

Products can be flagged to be ordered by location or at the product level store wide.
Select one of the following options to filter the products to be viewed and updated:

• Select Location to only list products that are ordered by location, and then select the specific location to be updated.
• Select Product to only list products that are ordered at the product level.
• Select Both to include all products in the range.

LOCATION

This field does not apply and is disabled if the Edit Min/Max At the product level has been selected.

The location defaults according to the operator location setting defined in Operators and can be changed if the operator has permission to Prompt for Location.

Note: Products will only be included in the list if there is a record to track quantity at this location (RSIL) as maintained in the Location window on the On Hand field in Sales Inventory or Rental Inventory.

CLASS, "ALL" OR "SEL"

• Type ALL to include products from all Product Classes in the output.
• Enter a specific class, to list only for products from a single Product Class, or select a Product Class from the Product Class Search window.
• Type SEL to select a combination of Product Classes to include in the list as outlined in Selected Class List.

GROUP, "ALL" OR "SEL"

• Type ALL to include products from all Groups in the output.
• Enter a specific Group, to list only for products from a single Group, or select one from the Group Search window.
• Type SEL to select a combination of Groups to include in the list as outlined in Selected Group List.

PRODUCT, "ALL" OR "SEL"

• Type ALL to include products in the output.
• Enter a specific products or select one from the Inventory Search window.
• Type SEL to select a combination of products to include in the list as outlined in Selected Product List.

SORT ORDER

Select one of the following sorting option for the product list:

• Select Product to list products in product number sequence.
• Select Description to list products alphabetically by primary description.
• Select Class to list products sorted by Product Class.
• Select Group to list products sorted by Group.

Finished?

Click ACCEPT to generate the product list, or CANCEL to abort.

Resulting Product List:

The eligible products are displayed with the product number, description, current Minimum and Maximum order quantities, and the Re-Order Multiple for the product.
The By Loc check box indicates how the product is ordered, and whether the Min/Max will be updated at the 'location level' or at the 'product level' store wide.

Edit Values:

Only the Min and Max values can be modified.
The Re-Order Multiple is information only.

Finished?

Click OK to update the product Min/Max values in the product file.

ACTIONS:
Additional actions provided by buttons on the Edit Min & Max Utility screen include:

• Update the Min & Max by Sales History:
  An alternative method of determining new minimum and maximum re-order quantities is to calculate a percent of previous sales.
  Click the SALES HISTORY button to use the Update Re-Order Min/Max Qty's utility to change the Minimum and Maximum re-order quantity values based on the Sales History of each product.

• Update the Product Min & Max by Import:
  Click the PRODUCT IMPORT button to use the Update Product Min/Max import utility to change the Minimum and Maximum re-order quantity values at the product level.

• Update the Group Min & Max by Import:
  Click the GROUP IMPORT button to use the Update Group Min/Max import utility to change the Minimum and Maximum re-order quantity values at the Group level.