Inventory management is necessary to fulfill sales orders. You can set up manual reorder point by item. The planning module gives you inventory recommandation to produce or order. You can take actions on recommandation directly in the planning module.
Inventory status and recommandation
1. Configure the default planning horizon
Go to Settings -> Configurations -> Project.
Enter the number of day you want to plan by default.
It is the number of calendar days, not the business days.
2. Explaining the planning module
Go to Planning -> Planning.
Select the scope.
If needed, change the planning horizon. If you do not change the planning horizon, it will be the number set up by default.
Items are ordered according to recommandation. Item to order or manufacture are at the top of the liste, then you will find the item to monitor and at the end is the item with enough inventory. Recommandations are based on manual reorder point set up in by items.
On hand is the total in inventory.
Demand is quantity on sales order or planned consumption.
Available = On hand - Demand.
On order is quantity in purchase order or in planned production.
Net flow = Available + On order - Demand.
Recommandation for item under the Reorder Point = Maximum Stock Level - Net Flow. Recommandation for item over the Reorder Point is 0.
By clicking on the chevron, you will see a summary of planned consumption, planned production and purchase order.
Actions on recommandation
1. Create a purchase order.
Select one or more item to order.
Click on "Create purchase orders" button.
Select the vendor. By default, vendors set up in the item will be presented, but it is possible to select any other vendors. The vendor selected will appear in yellow. If more than one item is order at the same vendor, they will be on the same purchase order. If all items are order at different vendors, different purchase order will be created.
Click on "Next" button.
Confirm the preview and create the purchase orders by pressing the "Create" button.
2. Create a production card
Select the item to manufacture.
Click on "Create manufacturing order" button.
Select the project
Select the production receipe.
Enter batch size.
Enter latest due date. By default, current day is selected.
Click on "Next" Button.
Confirm the preview by clicking the "Confirm" button.
Summary With ALIX, it is possible to set up a manual reorder point by item. This feature help having a better inventory planning. You need to enter a value for safety stock, reorder point and maximum stock level. You can set up the manual reorder ...
October 24, 2022 Context This update brings some minor improvements and fixes in addition to the basics of the configuration of the imminent release of the new planning module. News ✯ New planning module in ALIX - part 1 The first part is the ...
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Context This update brings some minor improvements. Release date: December 5, 2023 Receive the latest news from ALIX by subscribing to the newsletter News Minor improvements Improved the performance of the auto-reserve feature in sales orders. ...
October 27, 2022 Context This update brings the brand new planning module in ALIX. Simply a revolution to anticipate your inventory needs in order to launch new purchase orders to your vendors or manufacturing orders in your plants. News ✯ New ...