View Item Shortages and Remedy Warehouse Stocking and Replenishment Issues

In this demonstration, we'll show you how to view item shortages and remedy warehouse stocking and replenishment issues. To enable this feature, go to Setup and Maintenance and select the Manage Inventory Profile Options task. Set the site level value to yes for Redwood Page for the View Shortages Enabled profile option.

Before using this feature, use the Configure Item Shortage Parameters page to set the default item category that needs to be monitored for item shortages and stockout. This page also allows you to set the percentage to use as the shortage threshold, the period for calculating average demand and displaying open supply and demand. Let's go ahead and set the rules.

To access this page, go to Setup and Maintenance and select the Configure Item Shortage Parameter task. First, set the default category that should be monitored for item shortages and stockout. Select the catalog of the category.

Select the category. With this configuration, when you open the Item Shortages page, you will see stockout and shortage issues for items assigned to the critical item category. You can add additional categories that you want to monitor.

To do that, click Add Rule. Click Criteria. Enter a name and description for the rule.

Now let's add the categories that should be available on the Item Shortages page. Select category name as the attribute. Select the category.

Click the Add Condition button to add another category and select your next category. Click Save to create the rule. The categories added in this rule will be listed in the item category filter chip on the Item Shortages page.

Now, let's set up the shortage threshold. The shortage threshold determines when the item should be listed as a shortage. When the available quantity of an item falls below the specified percentage of the minimum quantity or the par level, it will be listed as a shortage.

For example, you have an item with a minimum quantity set at 100. You want to know when the available quantity falls 50% below the minimum quantity. You set the percentage here. And when the available quantity falls under 50, the item will be listed as in shortage.

You can also add percentages for specific criteria. For example, you have 50% as the default shortage threshold percentage. However, you want to monitor the shortage for a specific category when it falls below 25%.

To add that, click Add Rule. Enter the percentage. Click criteria. Enter the category for which you want to monitor shortage when it falls below 25 percentage.

Enter a name and description for the rule. Click Save to create the rule. Now add the default period for calculating the average demand that's displayed on the Item Shortages page.

Similarly, add the default period to display open supply and demand. Click Update to save the configuration. You will see the toast message confirming the changes.

Now let's go to the Item Shortages page to view the stockout and shortage issues and what actions you can take to remedy them. You can access the Item Shortages page by selecting the inventory Item Shortages task from the Quick Actions. Alternatively, you can access the page from the Inventory Management work area.

Click Inventory Management. Click Tasks menu. Click Item Shortages task that's listed under inventory category. Once the page opens, you will see all the stocked out items assigned to the default category set up in the Item Shortage parameter.

You will have the option to switch between viewing stockout and shortage items. The page shows a list of items with stockout or shortage issues in the selected organization. It shows whether the shortage or stockout is at a subinventory or a subinventory that's enabled for periodic automatic replenishment.

Location and PAR Location toggle show stockout and shortage information at a subinventory and locator level. To show shortage or stockout at the subinventory or locator level, you must set up the subinventory or locator and item association using the Configure Subinventory Setup task. For example, nitrile gloves shows that it's stocked out at locations.

Click the Location toggle. The location view shows that the item is stocked out in Stockroom2 and Stockroom3 subinventories. Click Organization toggle to go back to the organization view.

Similarly, the page shows that there are three items stocked out at the PAR locations. Click PAR Location toggle. This view shows the locations where the items are stocked out. It also shows the number of stockouts occurred for those items today.

Click Organization toggle to go back to the organization view. The page shows other information that can help you further investigate the issue or take action to remedy it. It shows the on hand and availability picture of the selected organization.

It also shows if the item is available in other organizations or if the substitute items are available. It also shows the demand and supply picture of the items and provides insights like if there is a demand spike or supply delays for the item.

Let's go and check the shortage issues. Click the first filter and select the Shortage radio button. This view shows the list of items in shortage. An item would be listed as a shortage if its availability falls below a user-defined percentage of the minimum quantity or PAR level.

The percentage is defined in the Item Shortage Parameters Setup task. Similar to the stockout view, this page shows the availability, supply, and demand picture of the item. It also shows how much the item's availability fell under the minimum quantity. For example, the hypodermic needles availability is 92% below the minimum quantity.

It also shows the days of stock left based on the current availability and average demand for the item. You can also take action on this page to remedy your stockout or shortage issues. To see available actions, click the three dots under the Actions column.

You can create transfer orders or movement requests, adjust the item's minimum and maximum quantity, adjust the item's PAR level, request a cycle count, or create purchase requisitions for the item. For example, the hypodermic needles availability is 92% below the minimum quantity. And based on average demand, you will run out of the item by the end of the day today.

It also shows the supply is delayed. You can now initiate a transfer request from another nearby facility to give you an extra day of supply so that you have time to contact the supplier and get a status on the delayed purchase order. To initiate the transfer request, click the three dots under the Actions column. Select Create Transfer Order. Enter the requested quantity.

You can also choose the source organization, source subinventory, and destination subinventory optionally. Once all the required information is entered, click Create. And then click Submit. You will see a confirmation toast message. To go back to the Item Shortages page, click Done.

Another example is the nasal aspirator. The page shows that there is no inbound supply for it. You can quickly create a purchase requisition to replenish the stock.

To initiate the request, click the three dots under the Actions column. Select Create Purchase Requisition. Enter the required information. Click Submit.

You will see the confirmation toast message. The page also allows you to drill down and get more detailed insights about the item. To view the item details, click the hyperlink on the item.

Click Stockout Locations to view all the locations that are stocked out for the item. If you navigate to this page from the shortage view, you will be able to see shortage locations for the item. It shows that nitrile gloves are stocked out in Stockrooms 2 and 3.

To view the PAR location, click the Stockout PAR Locations toggle. It shows that nitrile gloves are stocked out in the labor subinventory D.2.1 locator. Click the close icon or anywhere on the page to close the drawer page.

In the Item availability section, the Within Organization tab shows the item availability in subinventory and locators within the organization. From here, you can create a transfer order or movement request to replenish the stockout or shortage locations. To initiate the request, click the pencil icon.

Enter the quantity you want to transfer. Select the subinventory and locator to which you want to transfer the item. Click Save. Then click Create Transfer Order if you want to create a transfer order. Or click Create Movement Request Transfer to create a movement request.

You will see a confirmation toast message. Click the Available Elsewhere tab to see the item availability in other organizations. You can create a transfer order from here to replenish the stockout or shortage locations. Click the Available Substitute tab to see the availability of substitute items within the organization.

You can create a transfer order or movement request to replenish the stockout or shortage locations with substitute items. Click the Min-Max Quantity tab to review the minimum and maximum quantity and PAR level setup for the item.

Location toggle show you the minimum and maximum quantity set up for the item. You can update the minimum and maximum quantity for the item or request a cycle count for the item from here. Click the PAR Level toggle to see the PAR level set up for the item.

You can update the PAR level for the item or request a cycle count for the item from here. You can scroll down to see the supply and demand picture for the item. The Supply tab shows all the open supplies for the item. You can select today, tomorrow, or seven days from today as the cutoff date.

For example, if you select today, it will show you all the open supplies due today or before. Click the Demand tab to see all the open demands for the item. You can select today, tomorrow, or seven days from today as the cutoff date.

Let's go back to the Summary page. The page also allows you to track all your actions that create documents like transfer orders, movement requests, and purchase requisitions. Click the Action Status tab.

This page shows all the actions you took and the documents created as a result. For example, when you request to create a transfer order, you will see the supply request, number created for the request. Once the supply request is processed and a transfer order is created, you will see the transfer order number.

There is an important consideration when using this feature. Some information, such as average demand and items in a category, is collected to improve the page's performance. The refresh button is used to refresh the collection data. When you click this button, it submits a scheduled process updating the collection data.

For example, if you added an item to an item category and want to examine the shortage information immediately, you can use this option to update the collection data immediately. We recommend that you schedule the Refresh Item Shortage Data process at the beginning of the day or more frequently throughout the day, depending on your process. This concludes the demonstration. Thank you for watching.