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Manage a Product’s Min/Max Levels

Complete the following procedure to control the method by which an item's min/max levels are set and adjust these levels as needed.

1. Navigate to the Inventory Level screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Inventory Management > Inventory Level from the main menu to display the Inventory Level screen.

   

2. Select onscreen options to determine which products are displayed on the screen:

   • Filter by Vendor:
     Select a vendor from the Vendor drop-down to display only products associated with that vendor. (Click the Select All vendor name to display products from all vendors.)

     Note: If an product is linked to a case UPC, the case UPC will display on the screen and the unit UPC will not.

   • Filter by Min/Max Type:
     Select an option from the Min/Max Type drop-down to display products that utilize the corresponding method to set min/max levels.

     • Suggested: The system calculates and displays Suggested Min and Suggested Max values, and the user can update the Current Min and Current Max values by accepting the calculated values or manually entering new values.
     • Manual: This method is useful for items that may not benefit from routine min/max maintenance as they are seasonal, hard-to-get, or otherwise unusual. It functions just like the Suggested method.
     • Automatic: The system automatically resets Current Min and Current Max values to match suggested values when they are calculated.
   • Sort and Filter Reporting Screen Data as desired.

3. Complete the following procedures as needed to manage min/max levels:

   • View and Update a Product’s Sales Analysis
   • Set a Product’s Min/Max Levels to Suggested Values
   • Change a Product’s Min/Max Type