Re-Order Information by Location

Inventory Control Menu -> Rental Inventory (bulk only) -> Inventory- icon -> Make/Model and Re-Order Information -> Re-Order by Location- icon -> Re-Order Information by Location

Purchase Order Menu -> Purchase Order detail -> Order Qty field window -> Re-Order Information window -> Re-Order by Location- icon -> Re-Order Information by Location

The Minimum, Maximum, and Re-Order Multiple defined on the primary Re-order screen for a sales product in Inventory Re-Order Information or for a bulk rental product in Make/Model and Re-Order Information, become the default values for any location that has an existing quantity (RSIL) when the Re-order by Location flag is first set.
The values can then be manually adjusted as required for the individual locations in this window.
Records may also be added for locations that require re-order information, even if they currently have no quantity on hand.
Bin numbers may be added.

Sales products that are not ordered by Location will always display Location as 'ALL' on the Sales Inventory Min/Max Report.
Individual Location records with the associated Min/Max quantities and information will print on the Sales Inventory Min/Max Report for the Sales Inventory that is setup to utilize this "Re-Order By Location" feature.

The location re-order fields are:

LOCATION

The location displays.
If adding a new location record, enter the location, or select one from the window.

Note: When Purchase Orders are created for inventory flagged as Re-Order By Location from the Inventory Re-Order Report through the Generate P.O. From Worksheet utility, it is the Generate P.O. By Location From Worksheet flag in the Company Inventory Parameters that controls whether the Purchase Orders are created for each location, or whether the total quantity is ordered on a P.O. from the operator's location.

BASED ON SALES HISTORY

Because the Min/Max or Sales History choice on the Inventory Re-Order Report only applies to products that are ordered based on the company wide count, this Based on Sales History field determines how order quantities are calculated for Sales products that are ordered by location.
Bulk Rental products ordered by location are always ordered by the 'Min/Max' quantities.

Uncheck this box to always re-order this Sales part for this location using the 'Min/Max' quantities, regardless of the Min/Max or Sales History selection on the Inventory Re-Order Report.
This box is always unchecked for rentals ordered by location and cannot be changed.

Check this box to always re-order this Sales part for this location using the 'Sales History' quantity calculation on the Inventory Re-Order Report regardless of the selection made there for Min/Max or Sales History.
This choice is not available to rentals ordered by location.

MIN INV QTY

The minimum re-order quantity by location defaults from the company wide minimum quantity defined for this product on the previous screen.
This may be over-typed as required for the location.
This field is not used if the product is re-ordered Based on Sales History.

This value can also be updated from the Edit Min/Max Utility, from the Update Re-Order Min/Max Qty's by Sales History and from the Update Product Min/Max import tool.

MAX INV QTY

The maximum re-order quantity by location defaults from the company wide minimum quantity defined for this product on the previous screen.
This may be over-typed as required for the location.
This field is not used if the product is re-ordered Based on Sales History.

This value can also be updated from the Edit Min/Max Utility, from the Update Re-Order Min/Max Qty's by Sales History and from the Update Product Min/Max import tool.

RE-ORDER MULTIPLE

The re-order multiple defaults by location defaults from the company wide minimum quantity defined for this product on the previous screen.
This may be over-typed as required for the location.

BIN#

The bin number defaults from the Location quantity record.
This may be over-typed as required to update the location quantity record.

Finished?

Click ACCEPT to close the re-order by location window and to accept the re-order information.

Changes to Order Quantities:
If the Re-Order by Location option in Inventory Re-Order Information for the Sales Part or in the Make/Model and Re-Order Information for a Rental Product is de-activated for that product (i.e. unchecked) these location value records do not apply and will automatically be removed.
If the Re-Order by Location box is re-checked for the product, the default values will be re-applied from the primary product screen.

If the primary Minimum, Maximum, or Re-Order Multiple is changed for the product in Inventory Re-Order Information for the Sales Part or in the Make/Model and Re-Order Information for a Rental Product, the Update Re-Order by Locations window is triggered providing the option to also update the order by location values.

If the maintenance utility Remove Qty 0 Locations is run, any re-order records with zero inventory quantity at a location will be removed.