To add a part code to a materials store template

The procedure to add a part code to a materials store template is as follows:

1. Navigate to Quick Menu > Stock Control > Configuration > Store Templates. The Store Templates window is displayed.
2. Select a materials store template from the alphabetical list or type its name into the Search Templates field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Add Template Item. The Add Template Item window is displayed.
4. Enter a Part code or component of the description into the search field provided; all possible matches are returned in the Part Search Results window 2. Alternatively, use the spy-glass icon () to launch the Search Part window, through which a more advanced search can be conducted, with the results being progressively refreshed within the Parts grid to match the specified criteria, ready for selection 3.
5. With the Part code and Part description fields populated accordingly, use the Comments field to add any contextual information relevant to the material part's inclusion within the store template.
6. Choose an Effective from date for this material part entry i.e. the date on which it came into effect for the store template 4.
7. Choose an Effective to date if the material part's inclusion within the overall store template is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will remain in perpetuity.
8. Using the Stocked UoM and Issue UoM drop-down fields, select the desired parameter value in each instance to determine the comparative packaged quantity for stocking and issuing the material part e.g. Box (100), Packet (50), Reel (100m), etc. 5.
9. Enter the Default issue quantity, Maximum issue quantity and Minimum issue quantity values into the corresponding fields provided i.e. to denote the packaged quantity multipliers used when supplying the material part to operatives. The Up and Down arrows are available to increment or decrement the values, as required.
10. Using the ABC classification drop-down field, select the desired parameter value to denote the relative re-stocking frequency for this material part i.e. A - Fast Moving, B - Medium Moving or C - Slow Moving.
11. Click Next. The Add Template Item window is displayed, revealing further data capture fields included within the overall workflow.
12. Enter additional 'override' metrics for the material part to steer internal stock control protocols; default values extracted from the centralised Parts Master will be automatically displayed. Whilst not all fields are mandatory, taking the time to record comprehensive data will reap its own rewards. Certain fields are worthy of special note and are captured in the table below.
13. Click on Next. The Add Template Item window is displayed, revealing the remaining 'reordering' data capture fields pertinent to the material part.
14. Using the Reorder mechanism drop-down field, select the process by which stock levels will be maintained i.e. None, Purchase or Transfer.
15. Using the Reorder method drop-down field, select the mechanism by which stock levels are calculated and replenished i.e. Imprest Level, Kanban, Manual, Reorder Max, Reorder Point or Requirement.
16. Use the Include shortages on calculation drop-down field to determine the influence of known stock shortages on the derivation of reorder quantities i.e. Yes, No or Warn.
17. Use the Include transfers on calculation drop-down field to determine the influence of processed stock transfers on the derivation of reorder quantities i.e. Full, Partial or No.
18. Click on Save. The ascribed part code is displayed in the Template Items grid.

Note

1 The Search Templates field will match against any element of the materials store template name.

2 The field will operate as a dynamic search function and match against the Part code or any element of the description.

3 The New Part option is available to create a brand new record not previously held on the database.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 These custom values can be populated by the end user via the system parameter entitled Unit of Measure.

See related topics...

Stock control maintenance overview

To remove part codes from a materials store template

To create a new materials store template

To define a general lookup parameter value