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31. Reserving Minimum Stock for Customers
With the Minimum Reserved Stock per Customer function you can reserve a minimum stock quantity of an item for your customers.
The function is available on the Item Master Data > Produmex tab > Sales tab.
For information on configuration see section Grid 2: Minimum Reserved Stock per Customer.
31.1. Reserving minimum stock levels for customers
If you wish to reserve a minimum stock level for a customer, proceed as follows:
1. Add the card code of the customer to the first field of the Card code column.
You can enter the data manually or click on the grey circle which displays the list of your business partners. After selecting the customer, click Choose. At this point the code of the customer is added and the name of the customer is automatically displayed in the Card name column.
2. Add the warehouse to the Whs column.
You can enter the data manually or click on the grey circle which displays the list of your warehouses. Select the one where the item is located and click Choose.
3. Add the minimum stock quantity which you wish to reserve for your customer.
Click in the first field of the Minimum stock level column and add the quantity manually or click on the on-screen keyboard and provide the quantity.
4. After providing all the needed information, click Update or press Enter and then click OK.
5. You can also delete the row by clicking on the number of the row and clicking Delete row.
It is possible to specify minimum stock quantity of the very same item for more than one customer as well by filling in the fields of the next rows in the grid.
6. Execute the reservation
To execute the reservation of the minimum stock, use the Robot executable and call the Minimum Stock Level tool with parameter /t:customerminimumstock.
31.2. Examples for reserved stocks and picklist proposals
Example 1
If you reserve stock of a particular item for more than one customers, Produmex WMS will start to reserve the pieces of the item by following the order in the grid.
In the 1. row of the grid: you reserve 5 from the item for Customer A.
In the 2. row of the grid: you reserve 3 from the item for Customer B.
Inventory: 3
First Produmex WMS reserves 3 pieces for Customer A, then it will wait till you receive further purchase orders when it can keep on reserving the remaining 2 pieces for Customer A. It will start to reserve pieces for Customer B only if 5 pieces have already been reserved for Customer A.
Example 2
If you have reserved stocks for an item and you have a sales order for this particular item by a customer for whom no stock is reserved (Customer C), Produmex WMS will allow you to allocate items to a picklist proposal for the customer only if you have free stock.
In the 1. row of the grid: you reserve 5 from the item for Customer A.
In the 2. row of the grid: you reserve 3 from the item for Customer B.
Inventory: 3
Sales order 1 by Customer C: 4 pieces
You can create a picklist proposal for customer C only if you have more than 8 items in your inventory (5 reserved for Customer A + 3 reserved for Customer B). If you have fewer items than 8, the picklist proposal will not find any stock to allocate for Customer C.
Example 3
If there is free stock, any pick list proposal that is being generated can use this stock.
In the 1. row of the grid: you reserve 5 from the item for Customer A.
In the 2. row of the grid: you reserve 3 from the item for Customer B.
Inventory: 11
Sales order 1 by Customer A: 6
Sales order 2 by Customer C (has no reserved stock): 3
5 pieces are reserved for Customer A and additional 3 pieces are reserved for Customer B, therefore in the inventory there are 3 extra pieces which can be allocated (5+3=8 reserved, 11-8=3 extra).
Scenario 1: you prioritize Sales order 1
You create a picklist proposal for Sales order 1 by allocating the 5 reserved items and allocating1 extra piece. It means that you can also create a picklist proposal for Sales order 2, that is, the remaining extra 2 items can be allocated, but you need to wait for a purchase order to receive 1 more piece.
Scenario 2: you prioritize Sales order 2
You create a picklist proposal for Sales order 2 by allocating the 3 extra pieces. For sales order 1 you can allocate the 5 reserved pieces and will need to receive a purchase order to allocate 1 more.