Below Minimum
Will look at the stocking level and the in-stock amount on all items and pull items to
a work order that are below minimum for a vendor, all vendors, or distributor.
Note: If you have selected special orders to be included, the
special orders that have not been ordered will also be pulled to the report.
Sold This Week
Will only pull items that have sold this week. This is not a below minimum
report. It is a stock replenishment report.
When this report is saved and a purchase order made, the purchase order will be for
items that you have sold this week ("Week
#1" on inventory maintenance [IVM] for the items). If you have not run the weekly
IVHR ("History Roll"), this could
include sales
for more than one week. The rest of the program will be the same as in "Below Minimum," except the
recommended amount to order will be the sold amount, unless limited by the min/max.
Note: If you have selected special orders to be included, the
special orders that have not been ordered will also be pulled to the report.
Sold in xx
weeks
When
this option is selected, the user will be prompted for how many weeks to
include. Valid numbers are 1-8 weeks. This is not a below
minimum report. It is a stock replenishment report.
When this report is saved and purchase order made, the purchase order will be for items
that you have sold in the selected number of weeks ("Weekly
History" on inventory maintenance [IVM] for the items). If you
have not run the weekly IVHR ("History
Roll"), this could include sales for more than the weeks selected. The rest of the program
will be the same as in "Below Minimum,"
except the recommended amount to order will be the sold amount to order, unless limited by
the minimum/maximum.
Note: If you have selected special orders to be included, the
special orders that have not been ordered will also be pulled to the report.
Sold in xx Days
When
this option is selected, the user will be prompted for how many days to
include. This is not a below
minimum report. It is a stock
replenishment report.
Sold in xx Months
You can
generate a work order based upon the number of units sold in a given month
less the quantity on hand.
(Ex: BSMGR could give you a work order for Zondervan Bibles sold in the
fourth quarter of 2005.) See NOTE 2
under Use Min/Max for additional information.
Sold between xx and xx
You can
generate a work order based upon the number of units sold in a given
period. (Ex: 06/01/05 and 06/30/05).
IVM TBO List
When this
option is selected, all items for the chosen vendor/distributor with a TBO >
0 will be added to the work order with the suggested quantity equal to the
TBO amount.
Vendor
You may enter an individual vendor number, or press <Enter> for all
vendors.
Vendor Suffix
Most stores
never have more than one work order in process per vendor. An exception to
this would be if two buyers share responsibility for one vendor. By adding
a suffix to the vendor work order (Ex A,B,C) BSMGR can actually track
multiple work orders for one vendor.
Sold Since
You can limit the work order report to items sold since a certain date.
Model
Entering the inventory "Model"
code (A,B,C or D) allows you to limit the work order report to items that make up a
certain percentage of your inventory.
Categories
Enter the categories you wish to consider, or press <Enter> for all categories,
and the field will default to 001-999. You may enter specific categories separated
by a comma, and/or a range of categories using a hyphen to denote a range of categories.
(Example: 005,026,089-092,104-117)
Department
You
may use this option to limit the work order by department (1-48).
Promotion
You can limit the work order report to promoted items. Enter the
Promotion number.
Min On-Hand
You
can limit the work order report to minimum on-hand. Enter the desired Min On-Hand number.
Min Rank
This
field allows
you to use IVWO in conjunction with IVM “Rank.”
Use Min/Max
This field will default to a checked box, which means the
minimum/maximum amount to keep in-stock will be used in computing the recommended quantity
to place on the work order. If you do not wish to use the min/max, take out the check
mark.
Note:
Occasionally
(such as prior to Christmas), you might wish the work order report to
calculate the below minimum items, as well as at least one of each other
item of a vendor, allowing you to choose to order items in addition to those
that are below minimum.
Choose a vendor, select “Below Minimum,” and uncheck this “Use
Min/Max” box.
The additional items will appear with a quantity of 99999 in the
“Order” column.
All 99999 items that you do not wish to order may be deleted from the
work order by using the “Delete Qtys of 99999” under the “Misc.=F7”
option.
Note:
If the "Sold in XX months" parameter is selected and the "Use Min/Max" box
is checked, this will create an "on the fly" min/max based on what is
checked. This will add up the total sales for the months selected and
compare it to the on hand amount in IVM. Any items that have on hand
less than the total number of sales for the time period selected will pull
to the work order. It will take the total sold minus the IVM on hand
and order that amount. For example, If Oct., Nov., and Dec. are
selected for XX months and the total sales for those three moths are 18, but
there are only 14 on hand, the work order will pull 4 items up on the work
orders so that you reach the amount you sold in Oct., Nov., and Dec..
Vendor 1 Spl Only
Check if you
want to limit the special orders added to vendor #1 only.
Include Spl Orders
Uncheck if
you do not want special orders on the work order..
All Branch Spls
These
fields will default to checked boxes.
· When all
boxes are checked, “Ven 1”
special order items will be included on the work order, including “Vend 1”
special order items for all branches if multi-store is activated.
·
If you
wish to include "Ven 1," "Ven 2,"
and "Ven
3"
special order items, remove the check mark in the Vendor 1 Spl Only
field.
·
Remove
the check mark in the All Branch Spls field if you do not wish to include
special order items for branch stores.
·
If you do
not wish to include any special order items on the work order, remove all
check marks.
