Stock rules
Set which items each location stocks and the reorder or target levels used for planning alerts.
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Who can use it
Before you start
- You know which physical location holds the item and the minimum quantity that is safe for normal operations.
Know the screen
1
Stocked at location
Controls whether an item is normally held at a location.
2
Reorder and target
Supports alerts and planning; it does not create a purchase automatically.
Step by step
1
Choose one location and one item.
2
Turn on stocking only when the location is responsible for holding the item.
3
Set the reorder point and target quantity using the agreed operating standard.
Watch out
- Do not use a stock rule to correct a wrong balance; use a count or an approved adjustment.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /inventory/stock-rules