Adding Customer Service Stock

Customer service stock, also called manual safety stock, is a quantity added to the normal stocking level of a product for a period of time, based on:

When you assign service stock for a customer, the system adds additional quantities to the order point and line point calculations. You can also set service stock at the branch level using the Product User Control Parameters dialog box.

Note: The system does not convert nonstock items with customer service stock set to stock items.

To add service stock for a customer:

  1. Set user control parameters for a product.

  1. In the Product User Control Parameters dialog box, select a branch, and, from the Additional Controls menu, select Customer Service Stock to display the Product Inventory Customer Service Stock dialog box.

  2. In the Service columns, complete the following for each customer, as needed:

Field

Description

Customer

The name of the customer requiring the service stock.

Quantity

The amount of service stock the customer required.

Effective Date

The date to begin adding the service stock to the order point and line point calculations.

Expire Date

The date to stop adding the service stock to the order point and line point calculations.

Note: The effective and expiration date are for reporting purposes only. They do not affect the order point and line point calculations. For more information, see Running the Customer Service Stock Report.

  1. View service stock for contracts, as needed.

  2. Click OK to save the information exit the dialog box.

The system populates the Customer Service Stock field with the total quantity required by customers.

See Also:

Order Points and Line Points Overview

Running the Customer Service Stock Report

Viewing Contract Stock Quantities

Viewing Customer/Vendor Specific Part Number Details