Minimum quantities

Interface for tracking and managing minimum and optimum quantities by item by warehouse. The screen is divided into three main parts: Header (1), Filter (2) and Score (3):

Header (1)

In the Header (1) you see buttons for Import and Export from xls, but only if you have already selected a specific warehouse.


Filter (2)

The fields in the Filter (2) control the information in the Result (3) and you can search by the following fields:

FilterDescription
WarehouseSelect a specific warehouse
SearchIn the free Search box you can search by word, code, brand, etc. to find the item you want to see available.
Advanced filterThe advanced filter adds search fields by Category, Brand, Features and Supplier, which can help you find items faster.
Checkbox Only with quantityPlacing a check in the Quantity Only checkbox will remove all items in the Result (3) that are out of stock from the list and only show those that are in stock.
Checkbox Only with necessaryPlacing a check in the Only With Required checkbox will display in the Result (3) only the items that have the required quantity.

Result (3)

The result (3) is governed by the criteria selected in Filter (2). The information on the minimum and optimum stocks is shown in a table with the following columns:

Column Description
Code Item code.
Name Item Name.
Brand Item Brand.
Measure Shows the measure of the item.
Item file.
Availability Displays item availability for the selected warehouse.
Minimum quantityDisplays the minimum quantities of the item.
Optimal quantity Displays the optimal quantities of the item.
Required quantity Displays the required quantities of the item. It is automatically calculated as follows:
Required quantity = Optimal quantity – Available quantity

The configuration of minimum and optimal quantity happens by double clicking on the desired field as shown in the short video:

You can also enter/edit the values of minimum and optimal quantities via Import from xls from the buttons in the Header (1). We recommend that you first export the xls file from the interface using the Export button in the Header (1), process it and import it back with the new data using the Import button.

In addition to the columns containing basic information about the items, you can include and exclude the following additional columns with detailed data:

ColumnDescription
Supplier codeSupplier’s item code
Supplier Name of supplier
Description Item description
CategoryCategory of item
BrandBrand of the item

The optimal amount should always be more than the minimum amount!

Редакция