Warehouse stock levels

Setting warehouse stock levels enables you to specify the number of items that should be kept at each warehouse location so that Maintenix takes action to maintain the specified stock levels.

For each stock number, you can set a stock level to specify the quantity of stock to store at a warehouse location. To maintain the stock levels that you set for a warehouse, Maintenix requires the following information:

Restock Level
Max Level
Stock Low Action

If the Stock Low Action is set to generate stock distribution requests (DISTREQ), when the quantity of inventory for a stock number drops below the Restock Level, stock distribution requests are automatically generated to replenish the stock to the Max Level (if defined) by transferring inventory from the supplier bin location to the requesting bin location. If you have not specified a Max Level, stock distribution requests are generated to replenish the stock to the Restock Level.

Note: Picked stock is moved to a bin location in the requesting warehouse if a bin level is set, and/or if an inventory owner is specified. Otherwise, the picked stock will be moved to the requesting warehouse.

After you set stock levels for a warehouse, you can adjust them based on projected demand. If a warehouse serves a particular maintenance location and you know demand for a stock number will increase or decrease for an upcoming program, you can edit the stock levels to meet the demand for the duration of the program and then reset the levels.

Alternatively, for stock that you don't want replenished automatically, you can set the Stock Low Action to manual intervention (MANUAL). In this case stock distribution requests are not created and instead you must manually create inventory transfers to replenish the stock.

Warehouse Stock Levels tab

On the Warehouse Stock Levels tab of the Stock Details page, you can do the following for a stock number:

Create and edit stock levels.
Remove stock levels.
See all stock levels that are set at various warehouse locations and who owns the inventory (if defined).
See the availability of inventory for each stock level, such as how many serviceable items are available, reserved, have pending transfers, and are part of a kit.

Terms and descriptions on the Warehouse Stock Levels tab
Column name/field	Description
Location	The warehouse location that a stock level is set for. The warehouse must have a location type of serviceable store (SRVSTORE).
Owner	The name of the inventory owner. This setting is optional. If you provide the owner, then stock low detection and actions are for stock that's owned by the specific owner. Some vendor-owned consignment items might be stored on location. If you need to maintain quantities of inventory for the same stock number owned by different owners, you can create separate stock levels for each owner.
Supplier Location	The central warehouse that serves as the supplier for the warehouse location to be replenished. The supplier location must be within the same supply location and must also have a location type of serviceable store (SRVSTORE).
Safety Level (EA)	The lowest level to which the stock can drop. This setting is currently not used.
Restock Level (EA)	The quantity of stock that triggers the Stock Low Action to replenish the warehouse. The Restock Level must be equal to or less than the Max Level.
Max Level (EA)	The maximum quantity of stock that you want to store in the warehouse due to constraints such as space or carrying cost. The Max Level can be 0.
Stock Low Action	The action that Maintenix will take when a stock low is detected at the warehouse. A stock low is detected when the quantity of stock drops below the Restock Level. You can select: DISTREQ: Stock distribution requests are automatically generated to transfer inventory from the supplier location to the warehouse location to be replenished. MANUAL: Stock distribution requests are not automatically generated. If this value is selected, you must manually create inventory transfers.
Serviceable/Avail	The quantity of loose, unreserved, inventory items in RFI (ready for issue) condition that are available in the warehouse and its sub-locations, and that belong to the owner (if the owner is specified).
Serviceable/Resvd	The quantity of loose inventory items in RFI (ready for issue) condition that are reserved in the warehouse and its sub-locations, and that belong to the owner (if the owner is specified).
Serviceable/Transfer Pend	The quantity of loose, unreserved, inventory items in RFI (ready for issue) condition that have a transfer pending to the warehouse and its sub-locations, and that belong to the owner (if the owner is specified). Includes all types of transfers.
Serviceable/In Kit	The quantity of inventory items that are part of a kit in RFI (ready for issue) condition and that belong to the owner (if the owner is specified).