Skip to main content

Store-Level Inventory Item Settings

Use the Store-Level Inventory Item Settings utility to view the default inventory item setting values for a selected store and "override" those values as needed for individual items.

The inventory item settings include the usage values per week / customer, the PAR level, and the respective ordering values, including the minimum quantity to order.

Store-Level Inventory Item Settings Overview

Things to Know

Is usage of the Store-Level Inventory Item Settings utility restricted?

Yes. To use this utility, the following Inventory Items security options must be enabled:

  • Inventory Items

  • Edit Store-Level Inventory Item Options

Store-Level Inventory Item Settings - Instructions

Step by step instructions for managing Store-Level Inventory Item Settings are provided here:

Override the Default Inventory Item Settings

Utilities Settings Store-Level Inventory Item Settings

To override the default inventory item settings for a specific store:

  1. From the Store dropdown, select the store to update.

  2. From the Inventory Item column on the left, locate the inventory item.

    • To quickly locate a specific item, type the item name in the Search field.

    • To sort the item list alphabetically in ascending / descending order, select the Inventory Item column heading.

  3. In the Override field, type the store-specific value for the following settings (if the value differs from the default):

    Setting

    Description

    Minimum to Order

    The minimum quantity to order from the vendor for this item.

    Fixed Usage per Week

    The fixed quantity of units of the inventory item that the store uses each week.

    Order Available Delay

    Use this setting when the invoice date is earlier than the date when the store is able to start using the product.

    For example, use this setting for "Key Drop" deliveries where the vendor has key access to the site and makes the delivery when no one is in the building.

    Set Order Available Delay to the number of days after the delivery when the store uses the product. This ensures the calculated order process to add projected PMIX sales is correct.

    Another example is "Long Haul Deliveries" to remote locations. Set Order Available Delay to the number of days required to ship the product from the vendor to the site.

    Usage per Customer

    The quantity of units of the inventory item that the store uses per each individual customer served.

    This setting is only applicable when the selected Order Basis is Customer Count.

    Safety Factor

    The % to add to a calculated order amount to ensure the store does not run out of the product before the delivery day.

    For example, if the calculated order is ten (10) cases, a Safety Factor setting of 10 increases the calculated order to eleven (11) cases.

    PAR

    The PAR refers to the quantity of the inventory item to always keep on-hand.

    Order Basis

    From the dropdown, select the applicable option:

    • Actual Usage - Base the inventory item order on the actual usage of the item at the store.

    • Customer Count - Base the inventory item order on the number of customers served at the store.

    • Per $1000 - Base the inventory item order on each increment of $1000 in sales at the store.

    • Theoretical Usage - Base the inventory item order on the predefined theoretical usage of the item.

    Per $1000 Sales

    The required inventory item quantity per each increment of $1000 in sales.

    This setting is only applicable when the selected Order Basis is Per $1000.

  4. From the upper-right of the screen, save Save.

Copy Inventory Item Settings

Utilities Settings Store-Level Inventory Item Settings

To copy inventory item settings from one store to another store/group:

  1. From the Store dropdown, select the store to update.

  2. Update and save the override values for the listed inventory item settings (if needed).

  3. From the upper-right of the Store-Level Inventory Item Settings section, select Copy.

  4. From the Copy From window, select the settings to copy.

    • To select / deselect all the listed settings, select the square in the upper-left corner next to the Settings heading.

  5. From the lower-right of the Copy From window, select Select Stores/Groups.

  6. From the Copy to Store(s)/Group(s) window, select the stores and/or groups to update with the copied settings.

  7. From the lower-right of the Copy to Store(s)/Group(s) window, select Copy.

    A confirmation message is displayed if the operation is successful.