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items:replenishments_setup [2020/11/03 13:13] – [Create pickface and bulk locations] Gary Willetts | items:replenishments_setup [2022/09/02 11:41] – [Authorisation of replenishments] Gary Willetts | ||
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* **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. | * **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: | * **Pickface: | ||
- | * **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 | + | * **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 replenishment |
- | 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. |
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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: | 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 then be replenished with stock in Bulk type locations when replenishments are automatically generated by mSupply. | + | |
- | * **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. If set, this is the first location that mSupply will try to take stock from to replenish this item's pickface (defined in the // | ||
- | * **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: | ||
+ | |||
+ | ===== Authorisation of replenishments ===== | ||
+ | If you want replenishments to be authorised before they can be finalised then follow these steps: | ||
+ | |||
+ | **1. Turn on Pickface replenishment authorisation** | ||
+ | |||
+ | This is a store preference. See the page for details on turning this preference on. | ||
+ | |||
+ | **2. Give the users who can authorise replenishments the permission to do so** | ||
+ | |||
+ | See the page for details on setting permissions, | ||
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