Inventory Control Settings

• System Administration > System Settings > Merchandising and Distribution System Settings > Inventory Control Settings

(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.

(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.

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.

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:

• Delivery Date   

• Order Date

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

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.

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.

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.

Indicate the hold code to be used as the default for AP bills. If you click the Search button, you can select a code from the Read-Only Lookup Window.

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:

• None Selected (leave field blank)

• Vendor Credit

• Vendor Receivable

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.

Check the box to print line comments on the pick list. To skip printing line comments on the pick list, leave the box blank.  

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 mobile STORIS application that allows you to search for products and customers, and create shopping carts on an iPad tablet 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.

Check the box to print product costs on the warehouse receipts report (Report Current Costs of Received Purchase Orders) generated during End of Day processing. Leave the box blank to generate the standard version of the report during End of Day.  

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.

• Retail Deck Control 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 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

To define minimum and safety stock levels, use the Warehouse Inventory Settings.

Enter the number of days before the estimated delivery date that an automatic stock transfer can be scheduled.

To include As-Is merchandise when determining replenishment transfer quantities, check this box. Otherwise, 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.

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.

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. You can 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 promote/demote buttons 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.