Setting preferred Stock Levels

At the very bottom of the screen you can specify the quantities of an item that are to be in the warehouse at all times. You can then obtain reports showing which items are running short and use the purchasing wizard in the Purchase module to order more of these products. Read more in The Purchasing Wizard

Tip! You can also edit these levels under the Warehouse tab in the Product Register.

How to set your preferred stock level

  1. Find the required product in the list and select the product line.
  2. Enter the different stock levels to apply to the product in this warehouse:
    1. Max. level: The maximum quantity of the product that should be in the warehouse.
    2. Min. level: The minimum quantity of the product that should be in the warehouse.
    3. Purchasing level: The required quantity of the product in the warehouse before more are purchased.
    4. No. purchased: The quantity that should be purchased for each order.

The stock level has now been set.

After defining the different levels, you can go to the Products with available under purchase level window to see which products have stock or availability (Stock minus "to customers") lower than the purchasing level or availability lower than the minimum level.

You can use the Purchasing wizard to purchase items in accordance with these levels.

Read more about:

The Purchasing Wizard

The Warehouse Module

The Product Register