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Locations - Inventory Options

This tab allows you to control the various inventory options for the location.

Figure: Example Locations Screen

SOH Group

When you are in POS and you want to see stock from other locations, this location group is used to restrict which locations the user will be able to see. For example, you have locations 1,2,3,..100. Store 1 does not need to see stock on hand for 100 locations. You could set up a location group called STCK1 which contains the locations codes 1, 11, 23 and 54. For locations codes 1, 11, 23 and 54, you would set their SOH Group to STCK1. These locations will then only see the stock on hand for 1, 11, 23 and 54.

Max Expected PO Value

The maximum value that would be expected for this location. It is simply used as a check when the PO is accepted. If the PO value exceeds this number, a warning will be displayed to the user.

Max Invoice Variance

The maximum allowed variance for an invoice. This is the variance between the total values calculated from the line entries compared to the total batch value. You cannot accept an invoice if its variance is more than this amount.

Warehouse

If the location can get its stock from a company warehouse, the code of that warehouse is entered here. This will be used by Suggested Orders to determine if a purchase order or a transfer request should be raised.

Show In POS Transfers

When a transfer transaction is done in POS, the system will ask the location the stock is being transferred to. Only locations with this option checked on can be used.

PO Required For Goods Receipt

If this option is checked on, all new goods receipts must be matched to an existing purchase order.

PO Required For Invoice

If this option is checked on, all new invoices must be matched to an existing purchase order.

Allowed To Receive More Than Ordered On Goods Receipt

If this option is checked on, you can receive more stock on a goods receipt than what was originally ordered. If you only want to accept the quantity ordered, check this option off.

Allowed To Receive More Than Ordered On Invoice

If this option is checked on, you can receive more stock on an invoice than what was originally ordered. If you only want to accept the quantity ordered, check this option off.

Allow Backorder For Incomplete Purchase Orders

When stock is received for a purchase order (either through goods receipt or invoicing), and not enough stock has been sent, the system has to know what to do with the outstanding order quantity. If this option is checked on, the system will update the purchase order to show more stock is coming (as a back order). If this option is checked on, the purchase order will be marked as received and a new purchase order will need to be created for any outstanding stock.

Note: The supplier must support back orders as well (See the Allow Backorder option in Suppliers). If the supplier doesn't support back orders then it won't matter whether this option is checked on or not, the purchase order will be marked as received.

If this option is checked on, all new invoices must be matched to an existing purchase order.

Default GR Received To Ordered Qty

If this option is checked on and a goods receipt is matched to a purchase order, the quantity received on the goods receipt will default to the quantity ordered. If this option is checked off, the quantity received will be zero.

Consignment Uses Landed Cost

When you sell consignment items, you are often billed by the supplier for the items you have sold. This means using average cost for consignment items does not work very well as it won't pick up the latest cost changes. If this option is checked on, the system will use the buy cost when calculating the COGS for the item.

Default BO customer Order Payment Type

Used to set the default initial payment setting used in the Back Office Customer Order function.

No default set

Neither check box is initially set in BOCO.

Set default to ACCOUNT payment

Sets default payment to Add Customer Account Payment on BOCO.

Set default to UNPAID ORDER

Sets default payment to Create Unpaid Order on BOCO.

Auto Print Tfr Request

When a transfer request is accepted, the transfer request report will be printed automatically if this option is checked on.

Auto Print Tfr Send

When a transfer send is accepted, the transfer send report will be printed automatically if this option is checked on.

Allow To Send More Than Requested On Transfers

When a transfer send is being updated to show how much stock will be sent, this option is used to determine if you can send more stock than what was actually requested. If this option is checked off, you can only send as much stock as what was requested.

Warn If Stock Not Available At Send Location

When adding items to a transfer request and this option is checked on, the system will check to see if the requested quantity is actually available from the 'send' location. If its not available, a warning will be displayed to the user.

Print Sell Price on Receive Documents

This option is used by the reports printed for a goods receipt. If this option is checked on, the item's sell price will be shown on the report.

Allow Transfer Between Tax/Non-Tax

Some locations can be set up to indicate they do not charge sales tax or pay purchase tax (see Tax Free Sales and Tax Free Purchases options on the Advanced tab). This option will control whether or not you can do a transfer request/send between locations that do charge/pay tax and those that don't.

Default Transfer Send Qty To Requested Qty

If this is checked on, the quantities on the Transfer Send transaction will default to the quantities in the original Transfer Request.

Note: The option needs to be checked on the location that is sending the stock, not the requesting location.

Default Transfer Recv Qty To Sent Qty

If this is checked on, the received quantities on the Transfer Request will default to the quantities sent from the Transfer Send.

Note: The option needs to be checked on the location that is requesting the stock, not the sending location.

Print Items With Zero Stock On Transfer Picking Slip

If this option is checked on, items with zero stock will still be printed on the picking slip. If this option is checked off then items which don't have any stock will not be displayed on the Picking Slip Report.

Allow Backorder for incomplete transfers

If this is checked on for the requesting location and the sending location enters less than requested, the user is given the option to send more units later.

Conversely, when this check box is unchecked for the requesting location and the sending location enters less than requested, the user is not given the option to send more units later.

Send Message For Transfer Request

This option controls what type of message should be generated when this location sends a Transfer Request.

Don't Send A Message

A message will not be sent at all.

Send Message To Send Store's Email Account

A message will be sent to the email address of the Send store. The message will be a HTML-formatted email.

Send POS BE Message To Send Store's Inventory Contact

A message will be sent via User Messaging to the Send store's inventory contact. The inventory contact is determined by the Inventory Contact For POS BE Messages option on the Alerts tab of System Settings.

Send Message For Transfer Send

This is similar to the previous option but is used when this location is accepting a Transfer Send transaction.

Don't Send A Message

A message will not be sent at all.

Send Message To Request Store's Email Account

A message will be sent to the email address of the Request store. The message will be a HTML-formatted email.  

Send POS BE Message To Request Store's Inventory Contact

A message will be sent via User Messaging to the Send store's inventory contact. The inventory contact is determined by the Inventory Contact For POS BE Messages option on the Alerts tab of System Settings.

Update Inventory (Only Check Off Under Torex Direction)

This option should always be checked off unless you have been told otherwise by MICROS.

DO NOT USE THIS OPTION WITHOUT CHECKING WITH MICROS.

Transfer Send - Picking Slip Sequence

The sequence in which items will be printed on the Picking Slip on Transfer Send and Consolidated Picking transactions. This can be one:

  • Bay/ Reference/ Seq#

  • Bay/ Reference/ D/ C/ G/ SG/ Family/ IPN  

Transfer Send - Report Sequence

The sequence in which items will be printed on the Transfer Send Report. This can be:

  • Reference/ Seq#

  • Reference/ D/ C/ G/ SG/ Family/ IPN

Transfer Request - Report Sequence

The sequence in which items will be printed on the Transfer Request Report. This can be:

  • Reference/ Seq#

  • Reference/ D/ C/ G/ SG/ Family/ IPN

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