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  4. How do I set minimum and maximum quantities?
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  4. How do I set minimum and maximum quantities?
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  4. How do I set minimum and maximum quantities?

How do I set minimum and maximum quantities?

Min/Max settings refer to the amount of a product that you keep at your location. You choose a quantity range and the system will help you stay within the min/max parameters. You can set the min/max of each product at each warehouse separately. These can be easily edited later based on the changes in average sales, space, manufacturing volume, or otherwise. The min/max setting help you manage your inventory by providing reports of what should and should not be ordered. For example, you can create a PO based on what the software tells you that you need to get back up the the minimum quantity you like to keep on-hand at your locations. Setting min/max is not a necessary function, nor does using the setting lock you down in anyway. You still have full freedom to order more than you max, and go under your preferred minimum.

  1. MENU->INVENTORY->MIN/MAX SETTINGS
  2. Fill in the min and max for each product at each warehouse that you want. You can also leave blank anything you aren’t currently concerned with tracking in this way.
  3. The numbers you enter save automatically. You can close the window.

Tip!

For a report of all products that are below the minimum in real-time:
MENU->INVENTORY->BELOW MINIMUM

For a report of all products that have exceeded their maximum in real-time:
MENU->INVENTORY->ABOVE MAXIMUM

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