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View and Update a Product’s Sales Analysis

Complete the following procedure to view and modify min/max settings on a product's Sales Analysis tab 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. Click an item's Details button to display its Sales Analysis tab in the Product Edit window.

   

4. Complete any of the following procedures as desired:

   Note: Refer to Manage Product Information for more information.

   • Enter/edit the value in the Lead Time (Days) field to display its effect on calculations.

     Note: This adjustment is only temporary. To change the value permanently, modify the value of the Lead Time Days field on the vendor's Vendor Information for screen. Refer to Manage Vendor Records for more information.

   • Enter/edit the values in the MIN and MAX fields to update the product's Current Min and Current Max values (respectively) on the Inventory Level screen.

   • Click the Product Edit tab to display it and modify values.

5. Click the Submit button to close the Product Edit window.
6. Complete either of the following to display the updated information on the Inventory Level screen
   • Close and reopen the Inventory Level screen.
   • Click the Submit button to display a change confirmation window and click the window's OK button to close it.