Stock Set Up

INTRODUCTION

This page describes the required screens to be used in setting up the information concerned with the stock to be stored in the warehouse. Other guides describe the set up of company, user, warehouse, owners etc.

This is a generic guide based on the version of the system at the time of writing.

It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.

Note that fields marked ‘**’ are mandatory and are needed to ensure correct set up of the system.

OVERVIEW

The configuration dependency diagram below illustrates which configuration levels are contingent upon preceding configuration. The pre-requisites for setting up stock information are:

1. Product type
2. Product class
3. Unit of measure

The main stock information is input in a number of tab screens within the main screen. Note that it is necessary to input all mandatory fields on all tabs before a product can be used within the system.

Once stock information is available it is possible to define:

1. Substitute stock
2. Sales kit configuration

PRODUCT TYPE MAINTENANCE (STKPRTY01A)

Product type configuration is a pre-requisite to the configuration of products, given that product type is a mandatory field in the product configuration. Product types enable the grouping of stock, usually by physical classification. For example, frozen, chilled or ambient products may each be assigned a distinct product type, this will have an inpact on how orders are processed and displayed in the system.

Note
If an order is made up of multiple product types, the system will allow individual allocation and picking by product type, in effect splitting the pick list.

NB: If RF is enabled there will be the option to send the entire table to the WCS. All amended or newly created records are automatically sent to the WCS on update of the record.

Field Name	Description	Options	Generic Values
Type	Specifies a particular product type. Product type differentiation enables separation of sales order processing via pick wave building.	1 character free text field	Defined by the client
Decription	Describes the product type as above	30 character free text field or left blank	Defined by the client
Reference	Used with Owner Charging and Invoicing	30 character free text field or left blank	Defined by the client
VAT Rate	Used with Owner Charging and Invoicing	30 character free text field or left blank	Defined by the client
Area Code	Used with putaway and also a selection parameter within Pick Wave Maintenance	LOV of valid Area Codes	Defined by the client

PRODUCT CLASS MAINTENANCE (STKPRCC01A)

Product Range, Class, Category and Group combinations are created in order to segregate stock within the warehouse. They can also be used to distinguish one type of product from another. You can use these combinations to specify putaway routines and for stocktaking purposes. Note, although you see all four here, when you set them up you have to create the range first, go through the rest of the fields and save the record. When you come to create the class field, you have to enter the range you just created and then go through the same process. In this way, you can have multiple combinations of all four criteria.

Field Name	Description	Options	Generic Values
Prod Range **	Used to denote a specific range for multiple products in conjunction with class, category and group	1 character free text field	Defined by the client
Prod Class **	Used to denote a specific class for multiple products in conjunction with range, category and group	2 character free text field	Defined by the client
Prod Category **	Used to denote a specific category for multiple products in conjunction with range, class and group	2 character free text field	Defined by the client
Prod Group **	Used to denote a specific group for multiple products	2 character free text field	Defined by the client
Back Order **	Used in union with other flags throughout the system to determine whether back ordering will be utilised Y or N	Defaults to No	N - Functionality not yet migrated
Preferred Location Unbonded	Specifies putaway anchor points for the range,class,category,group combination	Must be valid locations or left blank – LOV available	Defined by the client

UNIT OF MEASURE MAINTENANCE (SOS1300)

Unit of measure maintenance, enables the configuration of warehouse storage medium for specific product groups, this level of configuration is a pre-requisite for the configuration of individual products, in that the UOMs configured against a product group will be applied to the stock codes that are assigned that product grouping.

Field Name	Description	Options	Generic Values
Range, Class, Category **	No entry allowed, the screen comes in as query mode and you find the combination of range, class, category you wish to assign valid unit of measures to.	Must already have been created in product class maintenance – LOV available	Defined by the client
Unit of Measure **	Used to define what media the products will be packaged in/stored on. This will be used later in processing to determine how goods will be received into/ despatched from the warehouse.	6 character free text field	Defined by the client

STOCK MAINTENANCE

This form and all the tabbed sub screens carry all the product level configuration settings.

Stock Maintenance – Main Tab

First group of general product details.

Stock Maintenance – Further Stock Tab

Second group of general product details.

Stock Maintenance – Physical Attributes Tab

Stock Maintenance – Accounting Tab

Stock Maintenance – Product Sampling Tab

Stock Maintenance – Client Specific Tab

Stock Maintenance – Code References Tab

Stock Maintenance – Serial Numbering Tab

This tab screen enables the configuration of a product to enable the capture of serial number details at a carton level at either the inbound or outbound stages

Stock Maintenance – Stock Warehouse Tab

This tab screen provides configuration control for a product’s warehouse level settings. Note that there can be multiple records for a given product in cases where the product is stored in multiple warehouses.

Unbonded Stock Locations Details

Stock Maintenance – Pick/Despatch Messages (Not Migrated)

This tab screen enables the configuration of product level message lines that can be configured for individual customers for reporting purposes, namely on despatch notes and pick lists.

Stock Maintenance – Stock UOMS Tab (Not Migrated)

Stock Maintenance – Standard Pallets Tab

Stock Maintenance – Product Analysis Tab (Not Migrated)

This screen is used to assign analysis types to a particular product. Once assigned, this analysis type can be used to group products together and assign values to them.

Stock Maintenance – Order UOS Tab

You are only allowed entry into this tab if you have the ‘Multi Order UOS’ box checked to Y in the Further Stock Tab. Facilitates ordering in multiple units of measure for conversion into case/unit quantities for allocation and picking.

7. SUBSTITUTE STOCK MAINTENANCE Allows the user to assign different product codes to this product in various priority order. If an order is raised for the main product and there is no stock, the system will automatically search for stock within its substitute products and if available, will allocate these instead of the main product.