To add service stock for a customer: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:
Running a promotion on items, guaranteeing that you will have them in stock.
Contractors requesting that you keep an item in stock in case then need one in an emergency.
Branches using items, but not wanting this use to count towards the demand calculation.
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 set service stock at the branch level using the User Inventory Controls screen.
Note: The system does not convert nonstock items with customer service stock set to stock items.
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.
To add service stock for a customer:
On the User Inventory Controls screen, use the Hrchy hot key to select the branch that maintains the additional stock for the customer.
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.
Use the Cus Serv Stock hot key to display the Product Inventory Customer Service Stock screen.
In the Service columns, complete the following for each customer:
|
Field |
Setting |
|
Customer |
The name of the customer requiring the service stock. |
|
Quantity |
The quantity of service stock the customer requires. |
|
Eff Date |
The date to start using service stock. This field is for reporting purposes only and does not affect automatic purchasing or automatic transfers. |
|
ExpireDt |
The date to stop using service stock. This field is for reporting purposes only and does not affect automatic purchasing or automatic transfers. |
Press Esc to save changes and return to the previous screen.
The system populates the Customer Service Stock field with the total quantity required by customers.
Exit Product Maintenance for changes to display on this screen.
See Also:
Order Points and Line Points Overview
Running the Running the Customer Service Stock Report