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Adding Products to Inventory Locations (End User)


You add products to inventory locations to designate the products that can exist at those locations and to specify other details about the products. Administrators set up products in the Products view of the Administration - Product screen.

This task is a step in Process of Managing Service Inventories.

To add a product to an inventory location

  1. Navigate to the Inventory screen.
  2. Drill down on the Name field for a selected inventory location.
  3. In the Product Inventory view, create a new product record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Min

    Type the minimum acceptable quantity of inventory for the product at the location.

    Max

    Type the maximum acceptable quantity of inventory for the product at the location.

    Safety

    Type the safe quantity of inventory for the product at the location. The safe quantity is less than or equal to the minimum acceptable quantity. The Fulfillment Engine does not allocate a product if the quantity is less than this quantity. You can override this value.

    Serialized

    Displays a check if instances of the product must have recorded serial numbers.

    ABC Class

    Select the financial-value classification of a product. Values include A, B, and C. Class A has the highest financial value. This value overrides the Class ABC field in Inventory Options list in the Fulfillment view in the Service Information view in the Products view of the Administration - Product screen.

    XYZ Class

    Select the turnover-rate classification of a product. Values include X, Y, and Z. Class X has the highest turnover rate. This value overrides the Class XYZ field in Inventory Options list in the Fulfillment view in the Service Information view in the Products view of the Administration - Product screen.

    The Assets list shows the assets for the product at the selected inventory location.

  4. In the Inventory Level list, create a new inventory level record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Location Order

    Type a value for the preferred order for looking for product in Locators 1 through 3. For example, 213 means that the product is best obtained from location 2, then from location 1, and finally from location 3. The physical process of shipping and cycle counting uses this order. This order does not affect the Fulfillment or Cycle Counting Engines. For more information about location order, see Inventory Tracking.

    Locator 1
    Locator 2
    Locator 3

    Type the description of the physical location of a product at an inventory level.

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