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Creating an inventory manager

To create an inventory manager:

  1. Select Operations>Inventory Managers. A list of inventory managers appears.
  2. Select Add item buttonAdd up above. The Add inventory manager page appears.
  3. Enter a Name for your manager. This is required and must be unique.
  4. Optionally, enter a Description.
  5. Check Use as pick policy to use this inventory manager as a pick policy.

    Picking is the process of selecting items from inventory. Checking the Use as pick policy checkbox allows you to pick items based on the order in which they appear in your inventory manager. Your inventory manager will appear by name in the pick policy drop-down menu when you ship items.

  6. Check Use as cycle count to use this inventory manager as a cycle count.

    Cycle counting is the process of counting a subset of your inventory on any given day. You can create a cycle count based on the items listed in your inventory manager. More info...

  7. Check Use for storage document to use this inventory manager to create storage documents.

    A storage document is a record of inventory items that are owned by a particular Owner. The effect of a storage document is to save a snapshot of a subset of inventory at a given point in time. More info...

  8. Under Criteria, add one or more of the inventory manager criteria that you have already created. More info...
    1. SelectAdd item buttonAdd to add a new criteria. A Lookup Inventory Manager Criteria screen appears.
    2. If you see the criteria you want in the list, check the box(es) to the left of the criteria.

      You can also choose a search field (or combination of fields), enter the data to search by, and click Search. This refreshes the list of inventory manager criteria. You can refine your search further if you do not see the criteria that you want.

    3. Check the boxes for all the criteria that you want. Then click OK. The Lookup screen closes and the criteria are added to your inventory manager.

      Note: Adding multiple inventory manager criteria to an inventory manager concatenates the results of the different criteria. That is, your inventory manager will list all the inventory items that pass the first criteria, followed by all the inventory items that pass the next criteria, and so on.

      This means that some inventory items may appear multiple times when you view the inventory in your inventory manager, depending on your criteria. This allows you to construct complex pick policies. For example, you could create an inventory manager that lists first the inventory in the default pick location, then the inventory in Area 37B, then the inventory in Area 018, then the inventory in the default putaway location. This construction is only possible using multiple inventory manager criteria and concatenating the results.

      To avoid this concatenation (and possible duplication of inventory items), put all of your sortings and filterings into one inventory manager criteria.

  9. Select OK.

See Also

Working with inventory managers

Editing an inventory manager

Deleting an inventory manager

Viewing the inventory in an inventory manager

Using inventory managers as pick policies

Using inventory managers for cycle counts

Using inventory managers for creating storage documents by owner

Inventory manager field descriptions

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