(LOCKED - STORIS access ONLY!) To activate the Serial Tracking feature globally within STORIS, check the box. This field must be set by STORIS before you begin using the system. Once set, you cannot change this field.
To track inventory (all or specific items) by serial number, select this option. If you do not want to track products by serial number, or do not want to enter serial numbers during Warehouse Receiving entries, do not select this option.
If you activate the Serial Number Tracking flag in the Product file without activating this flag, the system prompts for serial numbers only as the product leaves the system during the order completion process.
Note that if you activate this feature, you must use the Advanced Product Settings (Product Full) to define the products you want to serial-track.
Confirm During Pickup CompletionTo require users to confirm serial numbers during customer-pickup manifest completion, check the box at this field. Otherwise, leave the field blank. This field is active only if serial tracking is active on your system.
Main WarehouseEnter the code or number of your main warehouse. The warehouse location code you enter in this field must be a valid code that already exists in the Warehouse/Store Location Settings. The system uses the location you select here as the default location during entry programs.
(LOCKED - STORIS access ONLY!) To activate the Location Tracking feature for all warehouse and store locations, check the box. To use Location Tracking, this field must be set by STORIS before you begin using the system. Once this field is set, you cannot change it.
If you activate this feature, you must use the Warehouse/Store Location Settings to activate or de-activate Location Tracking for each individual location.
Layaway in Net Purchase OrderTo include quantities from layaway A sales transaction in which a customer leaves a deposit to reserve specified merchandise. orders when calculating net purchase order (Net PO), check the box at this field. Otherwise, leave the field blank.
Add Vendor Model to ReportsTo display the vendor model number (if any) for products on STORIS reports, check the box at this field. If you leave this field blank, reports displays only the product number for each product on the report.
Enter the number of months (1 through 99) you want the system to retain Kardex history data.
The system maintains a detailed Kardex history for all products for the current processing month. This flag sets on-line history retention for previous calendar months.
The following 3 fields are global settings you use to include or exclude certain data from the Kardex reporting system. To turn Kardex reporting on or off for selected products, use the Inventory Tracking field in the Product Settings.
Track Bin to Bin TransfersTo track bin-to-bin transfers on the Kardex system, check the box at this field. Otherwise, leave the box blank.
Track As-Is ActivityTo track as-is items on the Kardex system, check the box at this field. Otherwise, leave the box blank.
Track As-Is Reason CodeTo track changes to as-is reason codes on the Kardex system, check the box at this field. Otherwise, leave the box blank.
Warehouse Management History MonthsEnter the number of months you want to retain Warehouse Management System (WMS) history data in your system. The End-of-Month process (EOM) purges data older than the number of months you enter here. Note that the system does not purge data for the current month or the closing month.
For example, assume the date is November 7, and you are running the EOM to close October. If you enter 2 at this field, the system retains data for the current month (November), the closing month (October), and the two months prior to the closing month (September and August), and purges all other WMS history data.
This field is active only if WMS is active on your system. Type your expanding text here.
Stock Reservations
Use these fields to determine the reservation method to be used. The Reservation Priority and Reservation Date fields work in conjunction with each other and together they offer the following reservation methods:
Prioritize by delivery date & reserve by delivery date within fill period (auto fill days)
Prioritize by order date & reserve by delivery date within fill period
Prioritize by order date & reserve immediately (prioritize orders by date of entry without considering auto-fill days)
Select the method by which to reserve inventory to sales order line items. This field works in conjunction with the Reservation Date field to determine, based on available stock, how goods are to be reserved to qualified line items. Click here for more detail on this reservation setting. Options for this field are:
Select whether to reserve by delivery date within the fill period or reserve immediately. This field works in conjunction with the Reservation Priority field above. Click here for more detail on this reservation setting.Options at this field are:
Delivery Date within Auto Fill Days
Immediate
Online Receipts ReservationsTo have the system commit goods received from purchase orders to open sales orders or transfers immediately upon receiving, check the box. To commit received goods to open sales orders during End-of-Day processing, leave the field blank.
Note that hard kits are not eligible for online receipts reservations.
To reserve inventory for line items on sales orders whose Status field is set to ASAP (that is, "as soon as possible"), check the box. To not reserve inventory in these instances, leave the box blank. This field also applies to Service orders, for example when using the ASAP status for Pending service orders for parts reservations.
If you check the box at this setting, any auto transfers written for ASAP orders are scheduled for one day in the future.
If a check appears at the Daily Auto Release of Stock field on the Inventory tab of the Point of Sale Control Settings (that is, if Auto Stock Release is active on your system), this field is inactive.
To reserve inventory for line items on sales orders whose Status field is set to CWC (that is, "customer will call"), check the box. To not reserve inventory in these instances, leave the box blank. This field also applies to Service orders.
If you check the box at this setting, any auto transfers written for CWC orders do not have delivery dates assigned and the transfers are unscheduled.
If a check appears at the Daily Auto Release of Stock field on the Inventory tab of the Point of Sale Control Settings (that is, if Auto Stock Release is active on your system), this field is inactive.
You can check the box at these fields when ATP is active, provided existing products are NOT set to be reserved by 'Delivery Date within Auto Fill Days' in District and Regional Product Settings. You cannot activate Reserve ASAP Sales or Reserve CWC Sales while ATP is active unless Stock Reservation (see above) Reservation Priority is set to Order Date and Reservation Date is set to Immediate. (ATP is active when one or more of the following ATP Calculation settings is active in Point of Sale Control Settings: Include New Purchase Orders, Include Stock Transfers, Include Unlinked Purchase Orders.)
Select the method by which to sort inventory reports. You have the following options:
Product Number
Vendor Model
If the report contains its own sort fields, they may override this field.
If you set this field to Vendor Model but the Product record contains no vendor model number, the report prints the product number appended by two asterisks (**) to indicate that the vendor model number is not available.
Additional Settings
Reason Codes
(LOCKED - STORIS access ONLY!) Enter the reason code you want to use to designate items as floor samples.
Only authorized users (that is, users authorized via the Sell designated floor sample merchandise field in Create a User/Group Actions - Sales Security) can sell floor samples. If an unauthorized user attempts to sell a floor sample, a warning message appears and the user is restricted from access. If an authorized user overrides the restriction, the floor sample can be sold and the audit file updates indicating the user who authorized the sale. Floor Sample(LOCKED - STORIS access ONLY!) Enter the reason code you want to use to designate items as floor samples.
Only users authorized via the Sell designated floor sample merchandise field in Create a User/Group Actions - Sales Security can sell floor samples. If an unauthorized user attempts to sell a floor sample, a warning message appears and the user is restricted from access. If an authorized user overrides the restriction, the floor sample can be sold and the audit file updates indicating the user who authorized the sale.
The reason code you enter here must be set to Not Required at the Reason Usage Code field in Reason Code Settings.
Not in Location(LOCKED - STORIS access ONLY!) Enter the reason code you want the system to assign to products not found in their assigned locations during physical inventory checks. The reason code you enter here must be flagged as Not Available for Sales and the Reason Usage Code set to Not Required in the Reason Code Settings.
In Service(LOCKED - STORIS access ONLY!) Enter the As-Is A status of inventory. Most inventory is considered "regular" inventory. As-is inventory includes everything other than regular inventory, including floor samples, damaged and clearance items, etc.Reason Code you want to use for service orders placed against a stock piece in the warehouse. The piece must already be in As-Is status. Once you create the service order, the system changes the reason code to the code you specify here.
The reason code you enter here must be set to Not Required at the Reason Usage Code field in Reason Code Settings.
TwilightEnter the reason code you want to use to activate Twilight Pricing for products. The code you enter here appears in the Reason column of the Serial/Reference Tracking Inquiry screen when you access it via the Remove from Twilight or Twilight Maintenance tabs in the Twilight Inventory routine. The code can be a maximum of three characters in length and cannot be the same as the Not In Location, Floor Sample, or In Service reason codes.
The vendor chargeback process requires you assign a reason code to items being adjusted. Use this field to specify the most common reason (if any) you assess a chargeback fee to a vendor. The response you enter here appears as the default response in the entry process. You can edit the default response that appears in the entry process. You can also leave this field blank.
The response you enter here must already exist in the Reason Code file. If you click on the Arrow, a list of reasons appears from which you can make a selection. To enter a new reason, use the Reason Code Settings.
Click the Arrow button to select your preference for the auto-creation of freight bills. Select Yes to automatically create freight bills when entering freight receiving. Select No if you do not want freight bills created automatically. Select Prompt if you want the system to prompt for creation of freight bills when entering freight receipts.
Use this field to indicate the new selling price calculation percentage that defaults during entry of vendor chargebacks (price adjustments) via Enter a Stock Adjustment. Users can override the calculated new selling price.
Click the Arrow button to specify your preferred vendor charge-back method. The system uses the selected method as the default on the Vendor Chargeback tab When a routine is too large to fit on one screen, it is separated into one or more tabs, so called because they resemble the tabs on filing folders. in the Enter a Stock Adjustment routine. You have the following options:
Indicate the number of days (0-999) that you want the system to retain inventory adjustment data. Based on the number of days entered here, data that has passed the retention period is purged during the End of Month process.
Indicate the number of days you want the system to retain processed designated As-Is inventory lists before purging them during End of Period processing. Valid entries are blank or a number greater than zero. If you leave this field blank, the lists are not purged.
Indicate the velocity code to use as a default during putaway planning when an individual storage location has not been set up with a specific velocity. If you leave this field blank, the system uses the slowest velocity, as defined in the Velocity Settings.
Setting Description
To activate a setting in the following grid, check the box next to the setting. You can change a setting to inactive by clearing the check from the check box.
To exclude obsolete A product with a purchase status of either D (dropped), T (discontinued), or P (purge) products from the Search for a Product and from *eRoam II product searches, check the box. Otherwise, leave the box empty.
*eRoam II is a STORIS application developed for the iPad® and iPad mini®. Please contact STORIS for information about the purchase of this product.
Check the box to allow users to close partially received purchase orders. If you leave this box blank, users cannot close partially received purchase orders.
Check the box to allow entry of warehouse receipts without an existing purchase order. Leave the box blank if purchase orders are required for entry of warehouse receipts.
To restrict transfers to the security tables that are created by logon and/or user, check this box. Otherwise, leave this box blank.
If this box is checked and no tables are created, users cannot create transfers. To create tables, use one of the following options:
Logon - The transfer security table by logon is accessed via the Actions button on the Inventory & Logistics tab in Warehouse/Store Location Settings.
User - The transfer security table by user is accessed via the Actions button on the Security tab in Create a User.
If this box is checked, users who do not have the security to create transfers (via transfer security table) must obtain a security override from a user with the ability to create the transfer.
This tab contains the settings used with the optional Automatic Stock Replenishment feature. Use this feature to automate transfers of stock product An inventory product that is not flagged as special-order.s in order to keep store inventory levels constant. This feature does not include the following product types:
special-order product A product whose characteristics you can modify such as color or fabric. STORIS lists these custom options in descriptions for special-order products, allowing you to identify individual products based on their unique characteristics.
non-inventory product An intangible item in your Product file such as or labor or a warranty.
kit A group of stock products organized into a set so as to be sold as a package or suite. In STORIS, you can create hard or soft kits. masters
The system uses the Primary and Secondary Warehouse fields with the Automatic Stock Replenishment feature. You can set replenishment locations in several files. When searching for a replenishment warehouse, the system checks the Primary and Secondary Warehouse fields in the following routines, in the following order:
To activate the Automatic Stock Replenishment feature (and thus activate the Primary and Secondary fields on this screen), check the box. Otherwise, leave the box blank.
If using the Automatic Stock Replenishment feature, enter the code of the warehouse location you want the system to check first for replenishment stock. If using Auto Stock Replenishment, this field is mandatory. The warehouse location you enter here must be set up as a warehouse-type location at the Location Type field on the General tab of Warehouse/Store Location Settings.
If using Auto Stock Replenishment, enter the code of the warehouse location you want the system to check for replenishment stock if insufficient stock exists at the Primary warehouse specified above. The warehouse location you enter here must be set up as a warehouse-type location at the Location Type field on the General tab of Warehouse/Store Location Settings.
To activate the Automatic Stock Replenishment feature (and thus activate the Primary and Secondary fields on this screen), check the box. Otherwise, leave the box blank.
If using the Automatic Stock Replenishment feature, enter the code of the warehouse location you want the system to check first for replenishment stock. If using Auto Stock Replenishment, this field is mandatory. The warehouse location you enter here must be set up as a warehouse-type location at the Location Type Code in the Warehouse/Store Location Settings.
If using Auto Store Stock Replenishment, enter the code of the warehouse location you want the system to check for replenishment stock if insufficient stock exists at the Primary Replenishment Warehouse specified above. The warehouse location you enter here must be set up as a warehouse-type location at the Location Type field on the General tab of Warehouse/Store Location Settings.
Specify the quantity indicator you want the system to use when calculating the quantity available for automatic replenishment. You have the following options:
Minimum
Safety
For each location, the quantity available for replenishment calculates as the following:
Qty On-Hand – Qty reserved A line-item status indicating the system was able to find and allocate inventory to the line item. - Minimum (or Safety) Stock Qty
Available is Less Than Minimum StockTo automatically replenish locations that fall below the minimum stock level for any given product, check the box. To automatically replenish locations that fall below the maximum stock level for any given product, leave the box blank.
This field is active only if a check appears at the As-Is Merchandise in Availability field above. In the first entry box, indicate one or more reason codes you want to include or exclude from the availability calculations, depending on the selection at the field to the right. If you click on the Search button, a list of reasons appears from which you can choose one or more codes. If you click on the Action button, the Multiple Reason Code Selection Window appears from which you can create a list of multiple reason codes.
In the field to the right, click the Arrow button to indicate whether to factor specific reason codes into or out of the as-is merchandise availability calculation. If you select Include, you are including the reason codes specified or you can leave the Reason Code field to the left blank to include All reason codes. If you select Exclude, you must select one or more reason codes at the field to the left.
Product Identifier
Use this tab to establish global format preferences for auto-generation of product ID's. To establish these settings at the group level, use the Product Identifier tab of Group Settings.
Use this field to indicate the format of auto-generated product codes. If you select Next Product Number, the Product ID is generated using the sequential counter in the Next Product Number field. This is the default setting.
If you select Dynamic Identifier, the Product ID is generated based on the information you define in the Dynamic Identifier section of this screen.
(LOCKED - STORIS access ONLY!) To have the system automatically assign a sequential SKU/model number whenever a user enters a new product into the system, enter a starting product (SKU (stock-keeping unit) a unique number or code that distinguishes each product and service provided by a supplier./model) number here. Each time the system assigns a product number, this field increments by one. To have users manually assign product numbers, leave this field blank.
You can enter a maximum of 10 numeric characters. If you enter a number with 1 to 7 characters, the program pads the number with zeros on the left to form an 8-digit number.
Click the Action button to access the Product Auto-Numbering Exclusion Ranges screen. This screen allows you to enter any number of numeric ranges that you want excluded by the standard STORIS product automatic numbering process.
Dynamic Identifier
If you select Dynamic Identifier at the Format field, use this section to define the format and components of the auto-generated product code. To expand and collapse each section below, use the expand and collapse buttons .
If the format is set to Dynamic Identifier, this field is required. Use this field to define the maximum length of the internal sequential counter that is used to generate the product ID and is appended to the end of the defined components of the product ID.
You can check this box to make the sequential counter a fixed length, based on the Maximum Length defined. Therefore, if the counter has fewer characters than the maximum, the number is filled with preceding zeros. For example, if you set the Maximum Length to 5 and the counter is currently at 123, the sequential counter appended to the Product ID is 00123. If this setting is not checked, the counter 123 is appended to the ID.
This display-only field provides a running total of the maximum length of all Product ID Components in the grid, in addition to the maximum length of the sequential counter. This total cannot exceed the Maximum Identifier Length.
This display-only field shows the maximum length that can be used for the Product ID.
Product Attribute - If the component is a product attribute, it is displayed in this column. Youcan click the arrow button in this column to change the product attribute listed in the grid. To add a new Product Attribute, click the Add Product Attribute button. (See below.)
Text - If the component contains a text entry, the text is displayed in this column. You can change the text appearing in this column by directly editing the column in the grid. To add a new Text component, click the Add Text button. (See below.) Text and Product Attribute components cannot exist on the same row of the grid.
Maximum Length - This column is used to define the maximum length allowed for the Product Attribute component on that row. If the Product Attribute exceeds this length, it is truncated using left justification. For example, if you have a maximum length of 5 and your data for the component is 123456, the Product ID contains 12345 for this component. This setting applies to Product Attributes only.
Fixed Length - This setting applies to Product Attributes only. If you check the box, the component's length on that row is limited to the fixed length defined in the Maximum Length column.If the component length is less than the maximum, the data is filled with leading zeros. For example, if you have a maximum length of 5 and your data for the component is 123, the Product ID contains 00123 for this component.
Strip Text - This setting applies to Product Attributes only. If the Product Attribute contains text you want to eliminate from the ID, it is displayed here and can be changed. You can enter or edit the text directly in this column of the grid or enter it on the Add Product Attribute screen when you add the attribute to the grid. For example, if the product group attribute contains a hyphen, as in 123-45, and you indicate the hyphen (-) as the strip text, the Product ID contains 12345 as the component.
Remove -To remove a component, click the associated Remove button in the grid.
To change the sequence of the components, select the line and use the up/down arrows to move the component to the desired position.
Click this button to access the Add Product Attribute window, where you can choose a Product Attribute and define the requirements to be added as a new component to the grid.
Click this button to access the Add Text window, where you can add a Text component to the last row of the grid. In most cases, this is used as a delimiter to separate Product Attributes. For example, if you want the Product ID to contain the Product Group and Collection number, but separate the two attributes with a hyphen (-), add the "-" (hyphen) as a text component.
Some system control settings are accessible by STORIS personnel only.
Confirm During Pickup Completion
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