Item Restocking Table

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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The Item Restocking table lists items that need to be restocked. This means that in a particular storeroom, the stock available is less than the minimum specified for that storeroom. (You specify minimums for each storeroom using storeroom assignments. For more, see Storeroom Assignments.)

The main part of the table contains an entry for each item that needs to be restocked. Under each item is a list of one or more storerooms that need restocking. If there are one or more storerooms with a surplus of the item, they're also listed; this shows you where you might get stock that you can transfer where it's needed.

Note: Stock available is calculated as On Hand + On Order - On Reserve.

To see the item restocking table, go to Items | Item Restocking. The table contains the following:

Code: Click this heading to sort the list by code. Click again to reverse the order (from ascending to descending or vice versa).

Effective Minimum: Click this heading to sort the list by minimum quantity (i.e. the minimum quantity of the item that a given storeroom should contain). Click again to reverse the order.

Available: Click this heading to sort the list by actual quantity available in the given storeroom. Click again to reverse the order.

For storerooms that need to be restocked, "Available" is always less than "Effective Minimum". The table may also show storerooms that have a surplus of stock (storerooms whose "Available" is greater than their "Effective Minimum"). This tells you where you might get stock to transfer to storerooms that are below their minimum.

If there's an item where there's no surplus of stock in any storeroom, under that item you'll just see a list of storerooms that need restocking.

UOM: Click this heading to sort the list by unit of measurement. Click again to reverse the order.

Unit Cost: Click this heading to sort the list by unit cost. Click again to reverse the order.

Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Information area: If you select an inventory item in the main list, the information area below the list shows information from the item's record. For more, see Inventory Item Records.

If you select a storeroom in the main list, the information area below the list shows information from the storeroom assignment record associated with the item and storeroom. For more, see Storeroom Assignments.

Note that there are two types of storerooms that may be listed in the main list: storerooms that need to be restocked (i.e. their "Available" is less than their "Effective Minimum"); and storerooms that contain a surplus of stock (i.e. their "Available" is greater than their "Effective Minimum").

New Item Transfer: Opens a window that lets you record a transfer of item from a "surplus" storeroom to a storeroom that needs restocking. If there are no surplus storerooms for a given item, the New Item Transfer button is disabled. For more on item transfers, see Transferring Items from One Storeroom to Another.

New Item Transfer has a drop-down button that contains the following:

New Purchase Order: Opens a window that lets you create a purchase order for restocking the given item. This button is only enabled if the selected storeroom assignment has a preferred pricing price quote or if there's a history of buying this type of item from a specific vendor.

For more on purchase orders, see Purchase Orders.

View: Opens an editor window where you can examine the selected record.

Search: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The Search button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

Refresh: Updates the list to reflect any recent changes.

For general information on items, see Inventory Item Records. For a description of table viewers in general, see Using Table Viewers.

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