Short Inventory Planner Fields
Last updated
Was this helpful?
Last updated
Was this helpful?
The Short Inventory Planner module within XoroERP provides users with a seamless method to initiate various order types including purchase orders, transfer purchase orders, and manufacturing orders directly from the interface. This integrated functionality significantly streamlines the order creation process, enhancing operational efficiency and agility in inventory management
Options:
Create a New PO: Initiate the creation of a new Purchase Order (PO) with the selected items.
Create New Transfer PO: Generate a new Transfer PO using the selected items.
Add to Existing PO: Append the selected items to an existing PO.
Create Batch MO: Create a new Manufacturing Order (MO) with the selected items.
Create New PO by Default Vendor: Automatically create a new PO based on the default vendor associated with the items.
Item Details: This option allows you to view the details of the selected items in a popup window. Users can access the details of the item and edit them as well via the Item Detail module.
Store: This allows users to specify the store to display short items.
Item: This allows users to filter items by All Items, Purchasable Items, or Manufacturable Items.
Do Not Show Sufficient Items: This allows users to hide items with sufficient inventory by enabling this option.
Include Re-Order Point Data: Include items with quantities below the Re-Order Point Qty.
Consolidated View: This allows you to access the consolidated view of the items.
Item#: This allows users to search for items using the Item number.
Effective Date: This allows users to search for items using the effective date.
Vendor: This option allows you to search for the items using the vendor.
BasePart#: This option allows you to search for the items using the product/base part.
Item Barcode: This option allows you to search for the items using the item barcode.
All Ref#: This option allows you to search for the items using the Item# and Item Barcode. Please note that the OR operator can be used with the mixed parameter to search in this field. This means that you can search for Item# or Item UPC and it will display the results matching both criteria.
Not Available: Items categorized as damaged or unsellable, stored separately from regularly stocked goods.
Available: Regular on-hand inventory available for sale.
On Hand: Total inventory comprising both Available and Not Available items.
Net Available: Available inventory after allocation.
ATS (Available to Sell): Inventory available for sale after deducting quantities on Sales Orders.
ATS (Inc PO): Available inventory considering quantities on Sales Orders and Purchase Orders.
In Receiving: Items currently in the process of being received into inventory.
On SO: Items allocated to released Sales Orders but not yet shipped.
On MO (-): Items to be consumed during manufacturing.
In Picking/Allocated: Items currently being picked for shipment or production.
On PO (Draft): Items on open Purchase Orders awaiting release.
On PO: Items on released Purchase Orders.
On MO (+): Items to be produced during manufacturing.
Short: Quantity of items short after deducting quantities on Sales Orders and adding quantities to be consumed during manufacturing.
To Order: Quantity of items to be ordered considering shortages, existing Purchase Orders, and items to be produced during manufacturing.
Default Manufacturer: This column will display the default manufacturer associated with each item.
Users can access detailed information on column headings such as "Available," "On SO," "On MO," and "On PO" by clicking on the respective column.
On SO: The "On SO" column presents an invaluable resource, offering insights into items currently earmarked for inclusion in sales orders. Upon selecting this option, users are seamlessly directed to the "On SO Details" pop-up window, which serves as a comprehensive repository of pertinent information. Within this window, users can access a multifaceted view of crucial data, designed to facilitate informed decision-making and enhance operational efficiency:
Inventory Levels: This section provides a succinct overview of the present inventory status of the selected item. By presenting a snapshot of current stock levels, users can swiftly assess availability and make informed decisions regarding order fulfillment and inventory management.
Sales History and Forecast Trend: Delving deeper, users can leverage the analytical data showcased within this section to gain valuable insights into both historical sales performance and future projections. By analyzing past trends and forecasting future demand, businesses can proactively adjust their strategies, optimize inventory levels, and capitalize on emerging opportunities.
Sales Order Details: In this segment, users are presented with granular information regarding sales orders that include the selected item. Clicking on the SO number navigates users to the SO popup window where they can view the detailed version of the Sales Order and also edit the same. From order quantities to delivery schedules, this detailed overview facilitates efficient order management and strategic planning. By having access to specific order details, businesses can streamline workflows, mitigate potential bottlenecks, and ensure seamless execution of sales operations.
Users can also edit the quantity to produce using the SO details popup window.
On PO: Clicking on the "On PO" quantity, you're seamlessly guided toward the "On PO Details" popup window, a repository brimming with crucial insights into the purchase order landscape. Within this interface, you'll unearth a trove of actionable intelligence tailored to elevate your procurement strategies and optimize operational efficiency:
Inventory Levels: At the forefront of this window lies a comprehensive snapshot detailing the current availability and reservation status of the selected item. This real-time overview empowers decision-makers with the information necessary to gauge inventory sufficiency, anticipate potential shortages, and make informed procurement decisions to meet demand effectively.
Sales History and Forecast Trend: Delve deeper into the analytics presented within this section to glean invaluable insights into the item's historical sales performance and projected trajectory. By scrutinizing past sales patterns and forecasting future demand trends, businesses can refine inventory strategies, align procurement efforts with market dynamics, and capitalize on emerging opportunities.
Purchase Order Details: This segment provides a comprehensive overview of purchase orders incorporating the selected item. Clicking on the SO number navigates users to the SO popup window where they can view the detailed version of the Sales Order and also edit the same. In the popup window, you can also view the comments related to the SO, print the SO, or add it to the email queue. From order quantities to delivery timelines, this detailed breakdown empowers stakeholders with the requisite information to optimize order management processes, streamline workflows, and enhance overall procurement efficiency.
On MO+: Clicking on the "On MO+" quantity, users are seamlessly guided towards the "On MO+ Details" popup window, where they can gain crucial insights into the Manufacturing Order related to the selected item. On MO (+): Items to be produced during manufacturing. Delving deeper, users can leverage the analytics presented within this section to anticipate production requirements and resource allocation needs. By forecasting production demands and resource utilization patterns, businesses can optimize production planning, streamline workflow management, and maximize operational efficiency.
On MO-: Clicking on the "On MO-" quantity, users are seamlessly guided toward the "On MO- Details" popup window, where they can gain crucial insights into the Manufacturing Order related to the selected item. On MO (-): Items to be consumed during manufacturing. This real-time glimpse into the production pipeline empowers decision-makers with the intelligence necessary to monitor progress, allocate resources judiciously, and ensure the timely execution of manufacturing tasks. Delving deeper, users can leverage the analytics presented within this section to anticipate materials consumption during the manufacturing process. By forecasting material requirements and consumption patterns, businesses can optimize inventory management, mitigate production delays, and streamline supply chain operations.
The sales history and forecast trend section of the Qty Details screen shows you a graph of the item sales and purchase quantity for the year.
To gain deeper insights into the data represented by the graph, simply hover your mouse over it to reveal four crucial parameters:
Units Sold: This metric indicates the quantity of the item that was sold during the specified period, providing a clear understanding of consumer demand and market trends.
Units Purchased: This parameter displays the quantity of the item that was procured within the designated timeframe, shedding light on procurement activities and inventory replenishment strategies.
Units Consumed: In the context of raw materials, this figure denotes the quantity of the item utilized during the specified period in the manufacturing process, contributing to the production of finished goods.
Units Produced: For manufacturable items, this metric reflects the quantity of the item that was successfully manufactured within the given timeframe, showcasing production efficiency and output levels.
Moreover, the Sales History & Forecast Trends section offers additional avenues for exploring inventory details, comprising three distinct subsections:
Table View: This feature presents sales history and forecast data in a structured tabular format, allowing for detailed analysis and comparison of key metrics over time.
Incoming Deliveries: Within this section, users can access detailed information regarding purchase orders (POs) associated with the item, including order details and expected delivery dates. This facilitates effective inventory management and enables proactive planning based on anticipated stock arrivals.
In essence, these comprehensive tools provide users with the means to delve into various facets of inventory management, empowering informed decision-making and facilitating strategic planning to optimize business operations and drive sustainable growth.
3. Inventory Info (Multi-Company): Clicking on this tab will navigate you to the “Qty Detail Multi-Company” section. Here, you will find a comprehensive view of the inventory available by Location for the Item across all integrated instances.
The Short Inventory Planner module in XoroERP facilitates the streamlined creation of Purchase Orders (PO) through various options tailored to meet specific inventory management needs. Users can generate POs directly from this module using the following methods:
Create a New PO: This option allows users to initiate the creation of a new Purchase Order from scratch within the Short Inventory Planner module. Users can input necessary details such as item quantities, vendor information, and delivery dates to generate the PO seamlessly.
Add to Existing PO: Users have the flexibility to append selected items to an existing Purchase Order directly from the Short Inventory Planner module. This feature streamlines the process of consolidating inventory requisitions and ensures efficient management of procurement activities.
Create a New PO by Default Vendor: Leveraging this option, users can swiftly create a new Purchase Order using the default vendor associated with the selected item(s). This functionality simplifies the procurement process by eliminating the need for manual vendor selection and expediting order creation.
Navigate to the Short Inventory Planner module within the XoroERP system.
Select the desired item(s) for which a Purchase Order needs to be created.
From the Options dropdown menu, choose the appropriate option based on the desired workflow, whether it's creating a new PO, adding to an existing one, or creating a new PO by default vendor.
Select "Create a New PO" from the Header Options dropdown menu.
Within the ensuing popup window, select the Vendor from the dropdown menu in the Vendor field.
Select "Add to PO."
Confirm your action by clicking "OK" in the confirmation message. Confirming by clicking OK will navigate you to the PO module.
Complete the process here by clicking the "Save" button to generate the Purchase Order.
After selecting "Select Existing PO," a pop-up window will appear, showing the available Purchase Orders (POs).
Pick the relevant PO to which the item(s) will be added.
Next, click on "Add to PO," which will prompt a confirmation message.
Confirm by clicking "OK." This will navigate to the PO screen.
Finally, to complete the process of adding the items to the selected PO, click on "Save."
Begin by selecting the desired item(s).
Navigate to the dropdown menu and opt for the 'Create new PO by default vendor' option.
A new Purchase Order (PO) will be generated automatically for the default vendor associated with the selected item.
Ensure that the default vendor is set up for the item by configuring it in the 'Other Attributes' tab during item creation. Alternatively, the default vendor can be assigned later by modifying the item details.
If multiple items are selected with varying default vendors, a separate PO will be created for each vendor.
In the case of creating PO by default vendor, you can have it directly linked to the SO.
This linking can be seen from the “Order Linking Centre”.
This functionality witha in the Xoro ERP system facilitates the creation of Transfer Purchase Orders (PO) for transferring items between different locations or warehouses.
Begin by selecting the desired item(s).
Choose the option 'Create new Transfer PO' from the dropdown menu.
You will then be directed to the Transfer Purchase Order Screen.
On this screen, designate the Expected Ship Date and Expected Delivery Date.
Finalize the process by clicking on Save to create the Transfer PO.
The Xoro ERP system now facilitates the creation of Batch Manufacturing Orders (MO) directly from the Short Inventory Planner module. This enhancement allows for streamlined and efficient manufacturing processes.
When an MO is created from the Short Inventory Planner, users have the option to generate Batch MOs based on the Base Part number. This means that multiple manufacturing orders can be grouped, leveraging the shared Base Part number as a common identifier.
This functionality is particularly beneficial for manufacturable items, as it enables different Base Parts to be batch-manufactured simultaneously. Additionally, the system accommodates the inclusion of both "Processes" and "Services" within the manufacturing unit, providing comprehensive support for various production needs.
Overall, this enhancement enhances productivity and flexibility in the manufacturing process, allowing users to efficiently manage batch production and streamline operations within the Xoro ERP system.
Begin by selecting any manufacturable items within the Xoro ERP system.
Navigate to the "Options" tab and choose the option to create a batch Manufacturing Order (MO).
A pop-up window will appear, initially with the "Auto Produce", "Generate Batch MO", and "Generate Batch MO per Base Part" options turned off by default.
Auto-Produce: This allows you to auto-produce all MOs in a batch.
Generate Batch MO: This allows users to generate a Batch Number.
Generate Batch MO Per Base Part: This allows users to generate MO Batch numbers per product BasePart.
Toggle the switches to turn on the above-mentioned options, then click "OK" to proceed.
A subsequent pop-up window for Batch Manufacturing Orders will appear, offering users the opportunity to incorporate processes and services into the batch MOs.
Once the processes and services are added, click on "Generate Batch" to initiate the creation of batch MOs.
The system will successfully generate the batch MOs.
If the items belong to different base part numbers, multiple batches will be created accordingly.
A new functionality called "Add Later" has been introduced in the Manufacturing Process module. This feature allows users to create Batch Manufacturing Orders (MOs) without immediately adding processes and services.
Flags indicating the status of process and service addition will be displayed in the MO Centre. Users can later add or update processes and services directly from the MO Centre, provided the MOs are in an Open or Release status.
Later you can add processes and services from the MO Centre by clicking on the batch number.
You can add/update processes and services only if the MO(s) of the selected batch is in Open or Release status from the batch MO page and the flag will remain the same in the MO Centre. (Ie. The flag will remain set true if you add Processes and Services later.)
Processes can be marked completed from batch sub-view (open from MO Centre) only if the order is not in open and release status.
There are two methods available for generating Manufacturing Orders (MOs) from the Short Inventory Planner. The second approach entails creating MOs through the "On SO" drop-down option, which establishes a link between the MOs and the corresponding Sales Orders (SOs).
Click on the “On SO” link of any manufacturable item as shown above.
Click on the “On SO” link associated with any manufacturable item, as demonstrated above.
Here you can also change the quantity that you intend to produce.
Next, select “Generate Manufacturing Order(s)”.
A pop-up window will appear that will allow users to confirm the details.
Additionally, users can choose the production method. You can choose between producing “Batch MO per BOM” or “Individual MO per Sales Order”.
Users will additionally be able to initiate the process of Generating Batch Manufacturing Orders (MO), which will automatically generate a unique Batch Number and link it to the designated Manufacturing Orders.
Upon clicking "OK," users will be redirected to the Batch Manufacturing Order module, where they can seamlessly incorporate Processes and Services into the MO and subsequently Generate the Batch Order. Alternatively, users can opt to select the "Add Later" option to defer the inclusion of Processes and Services to a later time.
XoroERP allows you to enable notifications for when your inventory levels reach a certain threshold, allowing you to take proactive measures to restock and avoid stockouts.
To set up short inventory notifications in XoroERP, users can configure the "Short inventory notification level" app config. This feature allows you to specify the inventory levels that trigger notification emails.
The notifications are triggered based on the following equation:
On PO + On MO(+) + Available Qty >= On SO + On MO(-)) AND (On PO + On MO(+) + Available Qty <= On SO + On MO(-) + Reorder point qty
When the equation is satisfied, a circle icon is added to the item, indicating that it meets the criteria for a short inventory notification.
There are two levels at which you can set the “Short inventory notification”: Re-Order Point and Re-Order and Short Qty. Here’s how the notification works at each level:
Re-order Point: If the notification level is set to “Re-order point”, the notification will only be sent for the Items that have the “circle” icon added (i.e. for the Item(s) that satisfy the equation).
Re-Order and Short Qty: If the notification level is set to “Re-order and short qty”, the notification will only be sent for the Items that have the “circle” icon added (i.e. for the Item(s) that satisfy the equation) and the Item(s) that are short by even 1 unit.
In your instance, the “Short inventory notification level” has been set to “Re-Order Point”, so you will only receive notification for the Items that have the “circle” icon added.
In addition to setting the notification level, you can also customize when to send short inventory notification emails. You can also specify the email addresses to send the notifications to.
Notification Timing: You can set the time for sending inventory alerts in the "Short Inventory Email Notifications Time" app config.
Notification Recipients: Specify the email addresses to receive notifications in the "Short Inventory Email Notification to Following Emails" app config.
The header section of the Qty Details screen displays the various associated with the item. This section serves as a quick reference point for understanding the item’s stock position.
