Defining a product item's inventory information

You can set up an item's inventory information.

About this task

To set up an item's inventory information:

Procedure

  1. In the Item Details window, choose the Inventory Info tab.
  2. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
    Table 1. Inventory info tab
    Field Description
    Time Sensitive Select Time Sensitive if the item is perishable with a specific ship-by date.

    If the ship-by date is not provided for a time sensitive item:

    For a positive adjustment the ship by date is calculated as the values of System Date + Default Expiration Days and adds Supply. For a negative adjustments, the system reduces the supply in the order of First Expired First Out (FEFO). If there is not enough available quantity, a new supply record with a negative figure is created for a date 01/01/2500. For example, if FEFO is allowed and no ship by date is entered and the user tries to reduce inventory by 50 when a supply record of 40 is available, the system reduces this supply to zero and creates another supply record with a quantity of -10 and 01/01/2500 as the ship-by date.

    Note: (Applicable for Sterling Warehouse Management System version 9.1) The ship-by date is not automatically calculated. It must be passed in the input.
    Default Expiration Days Enter the number of days that the item is available after it is received. After this period of time, the item is no longer considered as available inventory.

    For example, if you sell roses and know they expire 3 days after you have received them, enter 3.

    ATP Rule Select an ATP Rule to use for this item. The parameters defined in ATP rules are used to determine the available inventory for this item.
    Note: If you do not choose an ATP rule, the system's DEFAULT ATP rule is used.
    ATP Monitor Rule Select an Inventory Monitoring Rule to use for this item. The minimum inventory levels for this item are based on the parameters set up for the selected ATP Monitoring Rule.
    Node Level ATP Monitor Rule Select an Node Level Inventory Monitoring Rule to use for this item. The minimum inventory levels for this item are based on the parameters set up for the selected ATP Monitoring Rule.
    Default Product Class Select any of the configured product classifications based on your business practices.
    Track FIFO in Inventory Indicates that inventory needs to be tracked using the First In First Out (FIFO) number.

    The FIFO number is automatically generated by the system.

    Lead Days Enter the amount of time (in days) needed to procure the item and make it available for shipping.
    Future Safety Factor Percentage Enter the percentage of inventory for this item that you want to exclude from future inventory availability.
    Primary Supplier Enter the primary supplier for this item.
    Onhand Safety Factor Percentage Select this option and enter the percentage of inventory for this item that you want to exclude from on hand inventory availability.

    If this option is chosen, you cannot specify an Onhand Safety Factor Quantity.

    Onhand Safety Factor Quantity Select this option and enter the quantity of inventory for this item that you want to exclude from on hand inventory availability.

    If this option is chosen, you cannot specify an Onhand Safety Factor Percentage.

    If any safety factor value (quantity or percentage) is available from the item's classification, but an on hand safety factor value (quantity or percentage) is specified at the item level, Sterling Selling and Fulfillment Foundation always uses the value specified at the item level, and does not inherit the value from the item's classification.
    Serial Tracked Select Serial Tracked to enable location-level tracking by serial number in Sterling Warehouse Management System version 9.1.
    Serialized Select Serialized to ensure that serial numbers are captured by the system during the outbound and return processes.
    Number of Secondary Serials Enter the number (0-9) of secondary serial numbers you want to use for tracking by serial number.
    Item Based Allocation Allowed Select the appropriate option to allow item-based allocation for an item from the drop-down list. When the 'Use Item Based Allocation' rule is enabled, the item-based allocation is applicable only for the items and nodes that have the Item Based Allocation Allowed attribute enabled.
    Use Unplanned Inventory Select the appropriate option to allow unplanned inventory for this item to be used.

    This configuration can also be inherited from item classification. For more information see Defining Classification Definitions.

    Tag Controlled
    Not Tag Controlled Select Not Tag Controlled if you do not want to use a tag number to uniquely identify this item in the system.
    Sometimes Tag Controlled Select Sometimes Tag Controlled if you want to be able to assign a tag number to identify an item in special circumstances, such as customer pickup.
    Always Tag Controlled Select Always Tag Controlled if you always want to use a tag number to uniquely identify different instances of this item in the system.
    Tag Identifiers
      This table displays when either Sometimes Tag Controlled or Always Tag Controlled are selected. In the table select one or more attributes to be used as tag identifiers for the item.

    The combination of the tag identifiers generates the tag number that the system uses to identify tag-controlled items.

    Tag Attributes
      This table displays when either Sometimes Tag Controlled or Always Tag Controlled are selected. In the table select one or more attributes to be used as tag descriptors for the item.

    The tag attributes do not generate a tag number. They are used for informational purposes, and only the attributes that have been checked display in the Application Console UI.

    Safety Factor Definitions
    Shipping
    • In the Future Safety Factor Percentage field, enter inventory that you want to exclude from future inventory availability for Shipping delivery method.
    • Select one of the following options:
      • Onhand Safety Factor Percentage - If you select this option, enter the percentage of inventory for the item that you want to exclude from on hand inventory availability.
      • Onhand Safety Factor Quantity - If you select this option, enter the quantity of inventory for the item that you want to exclude from on hand inventory availability.
    Pickup
    • In the Future Safety Factor Percentage field, enter inventory that you want to exclude from future inventory availability for Pickup delivery method.
    • Select one of the following options:
      • Onhand Safety Factor Percentage - If you select this option, enter the percentage of inventory for the item that you want to exclude from on hand inventory availability.
      • Onhand Safety Factor Quantity - If you select this option, enter the quantity of inventory for the item that you want to exclude from on hand inventory availability.
    Delivery
    • In the Future Safety Factor Percentage field, enter inventory that you want to exclude from future inventory availability for Delivery delivery method.
    • Select one of the following options:
      • Onhand Safety Factor Percentage - If you select this option, enter the percentage of inventory for the item that you want to exclude from on hand inventory availability.
      • Onhand Safety Factor Quantity - If you select this option, enter the quantity of inventory for the item that you want to exclude from on hand inventory availability.