Inventory plans in Primaseller are a configuration, for each facility, which allows you to:

  • Identify SKUs which are low on stock or are back-ordered based on Inventory Tracking Levels in the form of downloadable reports.

  • Automatically create Purchase Orders and Transfer Orders based on the triggers.

Inventory Tracking

Main menu -> Inventory -> Inventory Planning -> Inventory Tracking

Before inventory plans can be configured, the Inventory Tracking configuration needs to be setup. For each SKU in a given facility, a user can choose to set the following fields:

  • Enable Inventory Tracking: To track the SKU in the Inventory Plan reports

  • Replenishment Mode:
    - None – No need to auto-replenish. You’ll still get a report.
    - Purchase – Purchase Orders will be created for this SKU upon a Replenishment Trigger Event
    - Transfer – A Transfer Order will be created for this SKU upon a Replenishment Trigger Event

  • Replenishment Trigger:
    - None – No need to auto-replenish. You’ll still get a report.
    - Low stock – To set re-order thresholds on SKUs. You will be notified when the stock drops below the set value.
    - Backorder – Sale orders that do not have inventory for their respective SKUs.

Creating an Inventory Plan

  • Inventory -> Inventory Plan

  • Click on Create Inventory Plan

  • Select a facility from the drop-down.

  • Provide information about frequency, reorder dates, and time.

  • Fill in the 'Report Recipients' email address.

  • Select the 'Auto Replenishment' options if you want to automatically generate purchase orders and transfer orders.

  • If an existing purchase order or transfer order has been manually edited, you can choose to override the required quantity the next time the Inventory Plan is executed using “Override manual updates to items on existing Open POs/TOs on next scheduledNoCancelSave”

  • Click on Save.

Did this answer your question?