Adding Demand from Dependent Selling Branches to Purchasing Branches

A dependent selling branch is a branch that does not warehouse the stock that it sells. Instead, it relies on a separate purchasing or warehousing branch to ship items that the selling branch has sold to customers. For example, your selling branch is a showroom branch without a warehouse. When you sell items, your purchasing branch or warehousing branch is responsible for shipping or transferring those items "as needed."

To add demand from a selling branch to a purchasing branch:

  1. From the Files menu, select Product to display the Product Maintenance screen.

  2. Select a product.

  3. Use the Inven hot key to display the Primary Inventory Maintenance screen.

  4. Use the User Controls hot key to display the User Inventory Controls screen.

  5. Use the Hrchy hot key to select the selling branch.

Note: Use the Find hot key as necessary to locate a branch that is in the list, but not in the viewable area. Use Alt-Insert to add a branch or territory to the list. The new branch or territory inherits the settings of the previous entry. Use Alt-Delete to remove a branch or territory from the list.

  1. Complete the following fields:

Field

Setting

Min

Enter the actual quantity that should ever be stored at the child branch when using this field with the Calc Dmnd field. In this case, the minimum value must equal the maximum value.

Max

Enter the actual quantity that should ever be stored at the child branch when using this field with the Calc Dmnd field. In this case, the maximum value must equal the minimum value.

Exp Date

Leave blank.

Calc Dmnd

This field determines whether to add the demand for the item back to the purchasing branch when the selling branch does not stock the item. This option is intended for situations wherein a selling branch does not normally stock an item, but transfers the item in "as-needed" from another location.

  • Y - Includes sales of the item at the selling branch in the calculation of demand at the purchasing branch. For example, when the selling branch does not stock the item, but transfers it in "as needed" to fulfill a customer request. If the Min/Max settings are less than the actual demand in the baby branch, set this field to Y so the purchasing / parent branch buys and keeps in reserve sufficient inventory based on demand and transfers it to the child branch according to Min/Max.

  • N - Excludes sales of the item at the selling branch from the calculation of demand at the purchasing branch. For example, when the selling branch is "closing out" of the item at their location. If the Min/Max settings are more than the actual demand in the child branch, set this field to N so the purchasing / parent branch buys and keeps in reserve the specified amounts.

  1. Press Esc to save changes and return to the previous screen.

  2. Exit Product Maintenance for changes to appear on this screen.

See Also:

Forecasting Overview

Setting Minimum and Maximum Stocking Levels for New Products

Adding Demand History to Products

Setting Product User Control Parameters