Using Automatic Order Level Setup

The Automatic Order Level Setup is used to set up guidelines that notify you to reorder inventory when you run the Reorder Notices. This option looks at inventory usage history to determine reorder parts and quantity then inserts the calculated values into those fields in Set Up Inventory (1-7-1-2).

Use the following steps to set up automatic order levels:

1. On the Main Menu, select Lubrication Menu.
2. Select Inventory Menu (7).
3. Select Utility Procedures Menu (6).
4. Select Automatic Order Level Setup (4) to receive the following screen.

5. Fill in the following fields:

Category

Type the 1- to 3-character category for which you want to set up reorder levels and quantities.

Vendor

If you want to limit your order to the products supplied by one of your primary vendors, enter the name of the vendor. Leave blank to include all vendors.

Range of Dates

Specify the range of dates that you want to use to determine the average daily usage for the item.

This option should only be used for parts with sales history. For new items, the average usage is zero.

6. To receive a screen similar to the following, type Y at the OK to continue? prompt and press [Enter]. The system brings up the first item in the category.

7. Fill in the following fields for each item:

Item

The system displays the number of the item for which you are setting up the reorder level. (Display only)

Previous Reorder Level

The system displays the level at which you reordered last time. This field will be blank if this is the first time you reorder. (Display only)

Quantity

The system displays the quantity you reordered last time. This field will be blank if this is the first time you reorder. (Display only)

Average daily usage has been

The system displays the average daily usage for the range of dates specified on the first Automatic Order Level Setup screen. (Display only)

Minimum Days Coverage

Fill in the minimum number of days coverage you want to maintain at all times. This is related to how long it takes to place and receive an order from your vendor. For example, if it takes one week to receive an order, you may want to have 10 days coverage to allow for any delays in receiving the order.

Days’ Worth To Reorder

Type the number of day’s worth of stock you want to reorder for this inventory item.

Reorder Level

The system uses the amount in the Minimum Days Coverage field to calculate at what point you should reorder the inventory items. Type over this level if you want to change it.

Reorder Quantity

The system uses the amount in the Days’ Worth to Reorder field to calculate how many of the inventory items to reorder. Type over this quantity if you want to change it, or if you want to round it to an amount that is convenient to order.

8. At the Save this entry? prompt, type one of the following codes:

Codes:

• N – To skip to the next item and not save this item. This item will not be included in Reorder Notices.
• Y – To save this item and proceed to the next one. This item will show up on Reorder Notices.
• Q – To quit and return to the Utility Procedures Menu. This item will not save or print on Reorder Notices, but previously saved items will.
• A – To automatically calculate all other parts in the category without prompting you to accept the changes. Use this option with caution. It uses the minimum days coverage and the day’s worth to reorder values for the remaining items without asking you for verification.