Bulk Items application: Stock Replenishment tab

Reorder Planning Group

Any configured Stocktake Group

Items may be organised into groups for reordering purposes, according the the frequency with which they are ordered.

The options in the Reorder Planning Group field are the configured Stocktake Groups.

Default Order Unit

Any of the Units of Measure configured in the Item's Stock Details section (Base Unit, Selling Unit, Stock Unit 1–4)

The default Unit of Measure to use when placing orders for this Item.

Default Return Unit

Any of the Units of Measure configured in the Item's Stock Details section (Base Unit, Selling Unit, Stock Unit 1–4)

If the Item is able to be returned, select the UOM in which it is returned.

For example: Coke in glass bottles may be able to be returned to the Vendor in Crates for recycling collection.

Note: If the Item has a return unit, the Received With Item field must also be configured.

Received as Item

Any configured Item

When the Item is received into stock, it will be recorded against the Item configured here.

For example: You may place orders for Chocolate Ice Cream, Vanilla Ice Cream, and Strawberry Ice Cream separately, but when you receive them into stock they are all recorded and sold under the single Ice Cream Item.

Note: You cannot select an Item that has already been configured to receive as another Item.

Received With Item

Any Item configured with the Component as the Item Type

Items that can be returned may come with a receptacle in which they can be returned.

For example: Coke in glass bottles may come with a Crate, in which they can be returned to the Vendor for recycling collection.

The receptacle item is always configured with the Item Type Component, to ensure that it is not able to be accidentally sold.

Note: If the Received With Item field is configured, the Default Return Unit must also be configured.

Minimum Stock Level Required

The minimum Stock Level that needs to be maintained before an order needs to be placed.

This value is used by the Reorder Worksheet to determine when an order needs to be placed.

Purchase Lead Time (Days)

The number of days it normally takes to receive the Item after placing an order. This value is used by the Reorder Worksheet to determine when an order needs to be placed.

Minimum Quantity to Order

The minimum Quantity of this Item to order when placing an order.

This value forms the basis for calculating the Recommended Order amount in the Reorder Worksheet.

Note: The Minimum Quantity to Order is not enforced in the Reorder Worksheet. In the Reorder Worksheet, you can manually enter any quantity required or choose to apply the Recommended Order amount by clicking Load Recommended to Actual.

Time to Make (Min)

This value is used to estimate when the Item should be prepared in order to meet a delivery deadline.

Note: This option only applies to Prepared Items, indicating how long it takes to make the item (in minutes).

Shelf Life

The shelf life (in days) before the item expires.

Order in Multiples of

Value for ordering amount of item stock.