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items:replenishments_setup [2020/10/26 14:14] – [Create pickface and bulk locations] Gary Willetts | items:replenishments_setup [2023/09/08 07:48] – [Assign pickfaces to items] Gary Willetts | ||
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Click on the Replenishment location type drop down list and select the type this location will be: | Click on the Replenishment location type drop down list and select the type this location will be: | ||
- | * None: The default for all locations and means that the location won't be selectable as a pickface and won't take part in replenishments. | + | |
- | * Pickface: means that this location can be selected as a pickface for an item and will be replenished. | + | |
- | * Bulk: means this location stores bulk stock that can be used to replenish pickfaces. Note that mSupply will **only** use stock in locations with a repleniashment | + | |
- | When you have finished assigning the replenishment type click on the //OK// or //OK & Next// button to save the changes. Repeat this process for all the locations that will be used as pickfaces or that will hold bulk stock that can be used to replenish the pickfaces. | + | When you have finished assigning the replenishment type click on the **OK** or **OK & Next** button to save the changes. Repeat this process for all the locations that will be used as pickfaces or that will hold bulk stock that can be used to replenish the pickfaces. |
===== Assign pickfaces to items ===== | ===== Assign pickfaces to items ===== | ||
- | The next step is to assign pickfaces to items. To do this, find the item you want to set a pickface for and pen its details window (see [[items: | + | The next step is to assign pickfaces to items. To do this, find the item you want to set a pickface for and open its details window (see [[items: |
- | {{ :items:replenishment_item_details_storage_tab.png?600 |}} | + | {{ :items:item_basics: |
- | In the // | + | On this tab, enter details in the // |
- | * **Pickface location:** The location that will be used as a pickface for this item. This location will be replenished with replenishments. | + | |
- | * **Pickface pack size:** The pack size that will be used in this location. mSupply uses this to determine how many bulk packs should be moved into the location | + | |
- | * **Trigger replenishments at:** If there are this number of packs (of //Pickface pack size//) or less in the pickface a replenishment will be generated | + | |
- | * **Replenish up to:** This is the maximum number of packs (of //Pickface pack size//) that fit in the location. mSupply will try to put enough stock into the location to bring it up to this number of packs. | + | |
- | In the //Bulk// section set these fields: | ||
- | * **Bulk shelf location:** The preferred bulk location for this item. After calculating the replenishment for the pickface location, mSupply will do the same for this location if there is one entered. The pack size used in this location is the //Outer pack size// entered in the //Default// section. This turns it into a two atage replenishment process. First, bulk stock is moved from bulk into the pickface and second, stock is moved into the preferred bulk location. There might be a repack involved with the pickface replenishment but there will never be a repack with the prefereed bulk location replenishment. | ||
- | * **Trigger replenishment at:** If there are this number of packs (of //Outer pack size//) or less in the bulk location a replenishment will be generated for it when the " | ||
- | * **Replenish up to:** This is the maximum number of packs (of //Outer pack size//) that fit in the location. mSupply will try to put enough stock into the location to bring it up to this number of packs. | ||
===== Define the users who can action replenishments ===== | ===== Define the users who can action replenishments ===== | ||
- | The final setup step is to tell mSupply which users can action replenishments. These are the users you can assign | + | The final setup step is to tell mSupply which users can action replenishments. These are the users you can assign |
Open a user for editing (see [[admin: | Open a user for editing (see [[admin: | ||
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{{ : | {{ : | ||
- | Check the //Can action replenishments// | + | Check the //Can action replenishments// |
Repeat this for every user who can be assigned to action replenishments. | Repeat this for every user who can be assigned to action replenishments. | ||
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This now completes the setup and you're ready to use the functionality. See the [[items: | This now completes the setup and you're ready to use the functionality. See the [[items: | ||
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+ | ===== Authorisation of replenishments ===== | ||
+ | If you want replenishments to be authorised before they can be finalised then follow these steps: | ||
+ | |||
+ | - **Turn on Pickface replenishment authorisation: | ||
+ | - **Give the users who can authorise replenishments the permission to do so:** See the [[admin: | ||
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