This description of the tab corresponds to the case in which CARL Source is configured in the "General procurement" mode.
That is to say that reordering takes into account the total quantity in inventory in all the warehouses where it is stored.
In the case of "Warehouse Procurement," see Item [Procurement] - by warehouse.
This tab contains all information on procurement of the item.
It is only present if the item is managed in inventory.
For rules on how to use the fields, see Detail form.
The first pane of the form contains the procurement information.
The second pane contains the list of storage warehouses for the item.
Procurement terms
This information is used, among other things, to determine the behavior of the automatic item reorder suggestion function.
- Stock reorder: Inventory -generated purchase requests are authorized for this item.
- Minimum quantity: Minimum quantity of the total inventory, the threshold triggering the reorder suggestion. A quantity left blank is the same as no minimum quantity.
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Mode: Specifies the quantity that will be offered in the reorder request.
- Landline: Enter the default quantity of the request in the "Quantity to be ordered" field.
- Variable: The offered quantity will be the "Maximum quantity" - "Available quantity. The available quantity takes into account any reservations and purchases in progress.
- Empty: CARL Source will not perform any test of the remaining quantities.
- Maximum quantity: Used in the event or reordering in the variable mode.
- Quantity to be ordered: Used in the event or reordering in the fixed mode.
- Safety quantity: Minimum recommended quantity in inventory. For information purposes only (it does not trigger any special processing).
- Reorder period: Period in days of the reorder test conducted by CARL Source for this warehouse.
- Last reorder: Date of the last reorder in this warehouse. Read-only.
- Item label: Check if the production of barcode labels is possible.
- No. of items/label: Number of items to show per label when producing labels.
Storage
- Holding cost ratio: Ratio between the cost of the item and the cost of storage. To be filled in for information purposes only.
- Packaging: Number indicating the capacity of the type of packaging.
- PO costs: Additional costs of the order, filled in for information purposes only.
List of warehouses
As soon as the item is in inventory in a warehouse, the warehouse is added to the list if it was not already there.
- Budget: Allocation budget of Purchase Requests Lines (PRL) generated for this warehouse in the reordering function.
- Accounting code: Accounting code of the PRLs generated for this warehouse in the reorder function.
- Taking inventory: Date of last inventory of the item at this warehouse. Cannot be changed.