Restocking Template

This screen allows you to create and maintain Restocking Templates.  Restocking Templates are used to facilitate the mass transfer of Inventory from one location to another.  For example:-

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Replenishment of stock at a remote Warehouse

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Replenishment of stock in a Delivery Van



A Restock Template may also be used with Freeway when defined in a Style Template with a Template Type of TRANSFERRESTOCK


 

List Tab

 

Display fields

 

Template: This is display only that shows the current Templates in Ostendo.   

 

Description: Description of the Template taken from the Template record.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Restocking Templates screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up the ‘Detail’ tab for entry of a new Template.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: This removes the current Template from this table

 

Related: This will bring up a list of functions that are related to the Restocking Templates.  You may open and maintain information in those screens whilst still remaining in the Restocking Templates screen.

 

Reports: This will bring up a list of Reports that are related to the Restocking Templates.  You can immediately run the report whilst still remaining in the Restocking Templates screen.

 

 

Detail Tab

 

This tab enables you to maintain Restocking Template Heading.   The Template details are added to this Template in the ‘Levels’ tab

 

Entry and Display fields

 

Template: Entry is only allowed during an Add transaction.   Enter the name of the new Template.    Duplicate Template names are not allowed

 

Description: Enter a brief description of the Template.   A longer description can be entered into the Notes (see below)

 

ReOrder Style: Select either "Maximum Level" or "Minimum Level" to reorder.

 

Notes: You can enter unlimited amount of Notes that are related to this Template.   These notes will be available wherever the Template is reported.   Whenever you click on this field an icon will appear in the top-right.   By clicking on this Icon you can bring up the Frequently Used Text table.   Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

Buttons

 

Close: This will close the Restocking Template screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Not applicable to the Detail panel

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not applicable to the Detail panel

 

Related: This will bring up a list of functions that are related to the Template.  You may open and maintain information in those screens whilst still remaining in the Template screen.

 

Reports: This will bring up a list of Reports that are related to the Template.  You can immediately run the report whilst still remaining in the Template screen.

 

 

Levels Tab

 

Entry and Display fields

 

This screen facilitates the entry of all Items that may be restocked along with their Re-Order Level and Transfer Quantity.   Whenever this Template is used the current Stock level at the Warehouse is compared against the Re-Order level defined here.   If that current Stock is less than the Re-order level then it is added to a Transfer List and the quantity to transfer will be the ‘Transfer Quantity’ defined below.

 

Item Code: From the dropdown list select the Item Code to be included in this Restocking Template

 

Unit: From the drop-down list of Units available against the Item Code select the Unit to be addressed in this Restocking Template

 

Reorder Level: Enter the Stock level at which the program will create a transfer record

 

Transfer Multiple: Enter the quantity that will be transferred in the Transfer record

 

Reorder UpTo Qty: Enter the maximum quantity to be re-ordered.

 

 

Buttons

 

Close: This will close the Restocking Template screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: The cursor will go to a new line for entry of a new Restocking record

 

Cancel: Any changes made since the line was accessed or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This will delete the current line in the Template

 

Related: This will bring up a list of functions that are related to the Template.    You may open and maintain information in those screens whilst still remaining in the Template screen.

 

Reports: This will bring up a list of Reports that are related to the Template.   You can immediately run the report whilst still remaining in the Template screen.