This tab is used for specifying On this tab, you can specify the item storage parameters and parameters for replenishing items. It This tab is unavailable not available for the ‘Job Type’ Job Type item type.
The Items (create) form. ‘Storage The Storage and Purchasing Parameters’ Parameters tab
- Storage Parameters
Select ‘Warehouse’ from the Warehouses catalog. Use this field to specify the main warehouse for storing this item. The system will use it in the documents for this item.
Select the ‘Cell’ from the Warehouse Cells for the specific warehouse. Use this field to specify the In the Warehouse field select the warehouse where the item is stocked by default.
The Cell field is available only if the Enable Bin Locations option is selected on the Administration > Settings > Purchasing and Warehouses form. Select the location in warehouse where this item is usually stored. The system will use the cell number in the documents for this item. To be able to select a cell, a warehouse should be cellular (for warehouse attributes, please see par. Create and edit warehouse)stocked. Locations can be defined only for warehouses for which the Use Bin Locations option is selected in the master record.
Production and Purchasing Parameters
There are three ways to replenish items in the system:
- - ‘Purchase’ means purchasing from a supplier;
- - ‘Production’ means that you are a producer;
- - ‘Processing’ means that you use a contractor to process your materials.
Select ‘Supplier’ from the Companies catalog. Use this field to specify the main supplier for storing this item. The system will use it in the documents for this item.
‘Replenish Term (Days)’ is the number of days when the inventory will arrive to the warehouse, the service will be ordered or the work will be started.
‘Specification’ is the composition of elements and operations required to manufacture products, perform works or provide services. Elements and operations are created in the ‘Specifications’ catalog. The system will use them in the documents for the respective item.
‘Time norm’ means the number of hours usually spent of the given operation/work.
You can create ‘Inventory Minimum’ which means the inventory quantity that has to be in the warehouse to secure against possible disruptions of supplies/production. To access this option, please click the ‘More...’ hyperlink on the toolbar above and select ‘Inventory Management’ from the drop-down list. In the displayed catalog create an element for the respective item. You can specify the characteristic to separately control products inventory with different parameters.
To edit an item selected for any field, press the button located to the right of the field. To apply the changes, press the ‘Save and close’ or ‘Save’ button in the displayed editing form.
In addition, you can edit Items GL Accounts set by default. If you are not going to do this or you have already completed all the information about the item that you need for your work, press ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique code that can be editedIn the Replenishment Method field, select the method to be used to replenish the stock of this item:
- Purchase: The item will be purchased. For this method, select the default supplier in the Supplier field below.
- Production: The item will be produced at your company. If this method will be used, select the specification to be used for production.
- Processing: The item will be replenished in the result of processing at a subcontractor facilities.
In the Supplier field, select the default supplier of this item.
In the Replenish Term (Days) field, specify the number of days required for the item to be delivered to the warehouse from the supplier.
In the Specification field, select the specification that must be used to manufacture this item, perform work or provide the service.
The Time norm field appears only for the item of the Operation type and is used for the number of hours usually spent by employees on the operation/work.
Click the Inventory Management link on the top if you need to set up Inventory Minimum which means the safety stock (minimum quantity stocked in the warehouse to secure possible disruptions of supplies/production).