Inventory & MRP

• Inventory
  • Product management
    • Product replenishment
      • Selecting a replenishment strategy
        • Terminology
          • Replenishment report and reordering rules
          • Make to order
        • Configuration
          • Replenishment report and reordering rules
            • Replenishment report fields
        • Make to order (MTO) route
      • Replenish on order (MTO)
        • Unarchive the Replenish on Order (MTO) route
        • Configure a product to use the MTO route
        • Fulfill a sales order using the MTO route
      • Reordering rules
        • Configure products for reordering rules
        • Create new reordering rules
        • Set a preferred route for reordering
      • Use different units of measure
        • Configuration
        • Units of measure categories
        • Specify a product’s units of measure
        • Unit conversion
          • Buy products in the Purchase UoM
          • Replenishment
          • Sell in a different UoM
      • Scrap inventory
        • Scrap from stock
        • Scrap from a receipt, transfer, or delivery
    • Product tracking
      • Difference between lots and serial numbers
        • Enable lots & serial numbers
        • When to use lots
        • When to use serial numbers
        • Traceability
      • Use serial numbers to track products
        • Enable lots & serial numbers
        • Configure serial number tracking on products
          • Create new serial numbers for products already in stock
        • Manage serial numbers for shipping and receiving
          • Manage serial numbers on receipts
            • Assign serial numbers manually
            • Assign serial numbers automatically
            • Copy/paste serial numbers from a spreadsheet
          • Manage serial numbers on delivery orders
        • Manage serial numbers for different operations types
        • Serial number traceability
      • Use lots to manage groups of products
        • Enable lots & serial numbers
        • Track products by lots
          • Create new lots for products already in stock
        • Manage lots for shipping and receiving
          • Manage lots on receipts
          • Manage lots on delivery orders
        • Manage lots for different operations types
        • Lots traceability
      • Expiration dates
        • Enable expiration dates
        • Configure expiration dates on products
        • Set expiration dates on receipts with lots & serial numbers
        • Set expiration dates on manufactured products
        • Sell products with expiration dates
        • View expiration dates for lots & serial numbers
          • Expiration alerts
  • Warehouses and storage
    • Inventory management
      • Inventory adjustments
        • Inventory Adjustments page
          • Create an inventory adjustment
        • Count products
        • Change inventory count frequency
          • Plan big inventory counts
      • Resupply from another warehouse
        • Configuration
        • Set route on a product
      • Transfer products between warehouses using replenishment
        • Configure warehouses for inter-warehouse replenishment
        • Configure products for inter-warehouse replenishment
        • Replenish one warehouse from another
          • Process the delivery order
          • Process the receipt
        • Automate inter-warehouse replenishment
      • Manage Warehouses and Locations
        • Terminology
          • Warehouse
          • Location
        • Configuration
        • Create a new warehouse
        • Create a new location
      • Create a second warehouse
        • Add inventory to a new warehouse
      • Routes and Pull/Push Rules
        • Inside the warehouse
        • Pull rules
        • Push rules
        • Use routes and rules
          • Pre-configured routes
          • Custom Routes
            • Rules
        • Sample full route flow
      • Locations
        • Create a new location inside a warehouse
        • Create location hierarchies
    • Inventory valuation
      • Inventory valuation configuration
        • Types of accounting
        • Costing methods
        • Configure automated inventory valuation in SotaERP
        • Access reporting data generated by inventory valuation
      • Using inventory valuation
        • Automatic inventory valuation
          • Receive a product
          • Deliver a product
        • Inventory valuation report
          • Update product unit price
          • Inventory valuation journal entries
      • Integrating additional costs to products (landed costs)
        • Configuration
        • Add costs to products
          • Receive the vendor bill
    • Advanced operations
      • Cycle counts
        • Activate storage locations
        • Change inventory count frequency by location
        • Count inventory by location
        • Change full inventory count frequency
      • Consignment: buy and sell stock without owning it
        • Enable the consignment setting
        • Receive (and store) consignment stock
        • Sell and deliver consignment stock
        • Traceability and reporting of consignment stock
          • Product moves report
          • Stock on hand report
      • Batch picking
        • Configuration
        • Create batch transfers
          • Add batch from transfers list
        • Process batch transfer
          • Create backorder
        • Process batch transfer: Barcode app
      • Process wave transfers
        • Configuration
        • Add products to a wave
        • View wave transfers
      • Organize a cross-dock in a warehouse
        • Configuration
        • Configure products with Cross-Dock Route
      • Sell stock from multiple warehouses using virtual locations
        • Create virtual parent location
        • Create child warehouses
        • Link child warehouses to virtual stock
        • Set virtual stock location as ‘view’
        • Example: sell products from a virtual warehouse
      • Putaway rules
        • What is a Putaway Rule?
          • Configuration
          • Setting up a putaway rule
        • Using Storage Categories
          • Configuration
          • Create a Storage Category
          • Storage categories in putaway rules
      • Removal strategies (FIFO, LIFO, FEFO)
        • What happens inside the warehouse?
        • How each removal strategy works
          • First In, First Out (FIFO)
          • Last In, First Out (LIFO)
          • First Expired, First Out (FEFO)
        • Using removal strategies
          • Closest Location
        • Use removal strategies
          • FIFO (First In, First Out)
          • LIFO (Last In, First Out)
          • FEFO (First Expired, First Out)
      • Units of measure, packages, and packagings
        • Units of measure
        • Packages
          • Multiple packages in a single delivery
        • Packagings
          • Set up packagings
          • View all packagings
          • Apply packagings
      • Cluster picking
        • Configuration
          • Packages setup
        • Create cluster batch
        • Process batches
          • In Barcode
  • Shipping and receiving
    • Setup and configuration
      • Delivery methods
        • Configuration
        • Add shipping method
          • Fixed price
          • Based on rules
            • Create pricing rules
            • Calculate delivery cost
          • Pickup in store
        • Add shipping
          • Delivery order
      • How to integrate a third party shipper?
        • Overview
        • Configuration
          • Install the shipper company connector module
          • Configure the delivery method
          • Company configuration
          • Product configuration
        • Sale process
          • Sale order
          • Delivery
      • Set up Sendcloud shipping services in SotaERP
        • Setup in Sendcloud
          • Create an account and activate carriers
          • Warehouse configuration
          • Generate Sendcloud credentials
        • Setup in SotaERP
          • Install the Sendcloud shipping module
          • Sendcloud shipping connector configuration
          • Generate a label with Sendcloud
        • FAQ
          • Shipment is too heavy
          • When using a personal carrier contract
          • Measuring volumetric weight
          • Unable to calculate shipping rate
      • How to get UPS credentials for integration with SotaERP?
        • Create a UPS Account
        • Get an Access Key
      • How to get DHL credentials for integration with SotaERP?
        • Getting SiteID and password for countries other than United States (UK and Rest of the world)
        • Getting SiteID and Password for United States
    • Daily operations
      • Incoming shipments and delivery orders
        • Choosing the right inventory flow to handle receipts and deliveries
          • One-step flow
          • Two-step flow
          • Three-step flow
      • Process receipts and deliveries in one step
        • Configure the warehouse
        • Receive goods directly (1 step)
          • Create a purchase order
          • Process the receipt
        • Deliver goods directly (1 step)
          • Create a sales order
          • Process the delivery
      • Process receipts and deliveries in two steps
        • Configure multi-step routes
        • Process a receipt in two steps (input + stock)
          • Create a purchase order
          • Process the receipt
          • Process the internal transfer
        • Process a delivery order in two steps (pick + ship)
          • Create a sales order
          • Process the picking
          • Process the delivery
      • Process receipts in three steps
        • Configuration
        • Receive in three steps (input + quality + stock)
          • Create a purchase order
          • Process a receipt
          • Process a transfer to Quality Control
        • Process a transfer to stock
      • Process deliveries in three steps
        • Configuration
        • Deliver in three steps (pick + pack + ship)
          • Create a sales order
          • Process a picking
          • Process a packing
          • Process a delivery
    • Advanced operations
      • Scheduled delivery dates
        • Lead time types
        • Sales lead times
          • Customer lead time
          • Sales security lead time
          • Deliver several products
        • Purchase lead times
          • Vendor lead time
          • Purchase security lead time
        • Manufacturing lead times
          • Manufacturing lead time
          • Manufacturing security lead time
        • Global example
      • How to invoice the shipping cost to the customer?
        • Overview
        • Configuration
        • How to invoice the shipping costs to the customer?
          • Invoice the price set on the sale order
          • Invoice the real shipping costs
      • Multi-package shipments
        • Configuration
        • Ship items in multiple packages
        • Create a backorder for items to be shipped later
      • How to print shipping labels?
        • Overview
        • Configuration
          • Install the shipper company connector module
          • Configure the delivery method
          • Company configuration
          • Product configuration
        • How to print shipping labels?
      • Change shipping label size
        • Overview
        • Configuration
        • Create a sales order
        • Example labels
      • Use dropshipping to ship directly from suppliers to customers
        • Configure products to be dropshipped
        • Fulfill orders using dropshipping
      • How to cancel a shipping request to a shipper?
        • Overview
        • How to cancel a shipping request?
        • How to send a shipping request after cancelling one?
• Manufacturing
  • Manufacturing workflows
    • Bill of materials
      • Set up a bill of materials (BoM)
        • Specify a bill of materials (BoM) for a product variant
      • Set up operations
      • Add by-products to a bill of materials (BoM)
    • Managing BoMs for product variants
      • Activate product variants
      • Create custom product attributes
      • Add product variants on the product form
      • Apply BoM components to product variants
      • Sell and manufacture variants of BoM products
        • Sell variant of BoM product
        • Manufacture variant of BoM product
    • Use kits
      • Create the kit as a product
      • Set up the kit BoM
      • Use kits to manage complex BoMs
        • Structure & cost
    • Manage semi-finished products
      • Configure semi-finished products
      • Create the top-level bill of materials (BoM)
      • Manage production planning
    • Subcontract your Manufacturing
      • Configuration
      • Basic Subcontracting Flow
      • Inventory Valuation
      • Traceability
      • Automate Replenishment of Subcontractors
        • Manual Replenishment
    • Use the Master Production Schedule
      • Configuration
      • Estimate your demand and launch replenishment
      • Cells color signification
        • What if I have underestimated the demand?
        • What if I have overestimated the demand?
        • What if I wrongly added a product to the MPS?
    • Manage work orders using work centers
      • Create a work center
        • Set standards for work center productivity
        • Assign equipment to a work center
        • Integrate IoT devices
      • Use case: configure an alternative work center
      • Monitor work center performance
    • Make work centers unavailable using Time Off
      • Configuration
      • Add time off for a work center
      • Route orders to an alternative work center
    • Scrap during manufacturing
      • Scrap manufacturing components
      • Scrap components from tablet view
      • Scrap finished products
    • Manufacturing backorders
      • Create a manufacturing backorder
      • Create a backorder from tablet view
        • Single work order
        • Multiple work orders
    • Manufacturing product configuration
      • Activate the Manufacture route
      • Configure a bill of materials (BoM)
    • Split and merge manufacturing orders
      • Split manufacturing orders
      • Merge manufacturing orders
    • Work order dependencies
      • Configuration
      • Add dependencies to BoM
      • Plan work orders using dependencies
        • Planning by workcenter
    • Two-step manufacturing
      • Create manufacturing order
      • Process pick components transfer
      • Process manufacturing order
        • Basic workflow
        • Tablet view workflow
    • One-step manufacturing
      • Create manufacturing order
      • Process manufacturing order
        • Basic workflow
        • Tablet view workflow
    • Three-step manufacturing
      • Create manufacturing order
      • Process pick components transfer
      • Process manufacturing order
        • Basic workflow
        • Tablet view workflow
      • Process finished product transfer
  • Shop Floor
    • Shop Floor overview
      • Navigation
        • All page
          • MO information card
        • Work center pages
          • Work order information card
        • Operator panel
• Purchase
  • Products
    • Configure reordering rules
      • Configure products for reordering
      • Add a reordering rule to a product
      • Manually trigger reordering rules using the scheduler
      • Manage reordering rules
    • Purchase in different units of measure than sales
      • Enable units of measure
      • Specify sales and purchase units of measure
        • Standard units of measure
        • Create new units of measure and units of measure categories
  • Manage deals
    • Use blanket orders to create purchase agreements with vendors
      • Create a new blanket order
      • Create a new RFQ from the blanket order
      • Create a new blanket order from an RFQ
      • Blanket orders and replenishment
    • Create alternative requests for quotation for multiple vendors
      • Configure purchase agreement settings
      • Create an RFQ
      • Create alternatives to an RFQ
      • Link a new RFQ to existing quotations
      • Compare product lines
      • Cancel (or keep) alternatives
    • Bill control policies
      • Configuration
        • Example flow: Ordered quantities
        • Example flow: Received quantities
      • 3-way matching
        • Pay vendor bills with 3-way matching
      • View a purchase order’s billing status
    • Manage vendor bills
      • Bill control policies
        • 3-way matching
      • Create and manage vendor bills on receipts
        • With the bill control policy set to ordered quantities
        • With the bill control policy set to received quantities
      • Create and manage vendor bills in Accounting
      • Batch billing
  • Advanced
    • Analyze the performance of your purchases
      • Generate customized reports
        • Use filters to select the data you need
          • Add custom filters
        • Measure exactly what you need
          • Visualize your data
          • Explore your data
• Barcode
  • Setup
    • Set up your barcode scanner
      • Scanner types
      • Configuration
        • Keyboard layout
        • Automatic carriage return
        • Zebra scanner
    • Activate the Barcodes in SotaERP
      • Configuration
      • Set Product Barcodes
      • Set Locations Barcodes
      • Barcode Formats
  • Daily operations
    • Apply inventory adjustments with barcodes
      • Enable Barcode app
      • Perform an inventory adjustment
      • Manually add products to inventory adjustment
    • Process receipts and deliveries with barcodes
      • Enable Barcode app
      • Scan barcodes for receipts
      • Scan barcodes for delivery orders
    • Create and process transfers with barcodes
      • Enable Barcode app
      • Scan barcodes for internal transfers
        • Create an internal transfer
        • Scan barcodes for internal transfer
      • Create a transfer from scratch
    • Overview
      • Create a Barcode Nomenclature
        • Configure your Product
        • Rule Types
    • GS1 barcode nomenclature
      • Set up barcode nomenclature
      • Use GS1 barcodes in SotaERP
        • Create rules
      • Barcode troubleshooting
      • GS1 nomenclature list
    • GS1 barcode usage
      • Configure barcodes for product, quantity, and lots
        • Configuration
        • Scan barcode on receipt
      • Configure barcode for product and non-unit quantity
        • Scan barcode on receipt
      • Verify product moves
• Quality
  • Quality control basics
    • Quality control points
      • Configure quality control points
    • Create quality alerts
      • Find and fill out the quality alerts form
      • Add quality alerts during the manufacturing process
      • Manage existing quality alerts
    • Quality checks
      • Manual quality check
      • Process quality check
        • Quality check page
        • Quality check on order
        • Quality check on work order
  • Quality check types
    • Instructions quality check
      • Process an Instructions quality check
        • Process from the quality check’s page
        • Process quality check on an order
        • Process work order quality check
    • Pass - Fail quality check
      • Create a Pass - Fail quality check
        • Quality check
        • Quality Control Point (QCP)
      • Process a Pass - Fail quality check
        • From the check’s page
        • On an order
        • On a work order
    • Measure quality check
      • Create a Measure quality check
        • Quality check
        • Quality control point (QCP)
      • Process a Measure quality check
        • From the check’s page
        • On an order
        • On a work order
    • Take a Picture quality check
      • Create a Take a Picture quality check
        • Quality check
        • Quality Control Point (QCP)
      • Process a Take a Picture quality check
        • From the check’s page
        • On an order
        • On a work order
      • Review a picture attached to a check
• Maintenance
  • Equipment management
    • Add new equipment
      • Include additional product information
      • Add maintenance details
• Product lifecycle management
  • Change management
    • Engineering change orders
      • Create ECO
      • Change components
        • Compare changes
      • Change operations
        • Compare changes
      • Apply changes
        • Verify changes
      • Create ECO from tablet view
        • View ECO
    • ECO type
      • Create ECO type
      • Edit ECO type
      • Stages
        • Create stage
        • Verification stage
        • Closing stage
    • Version control
      • Current BoM version
      • Version history
      • Design files
        • Manage design files in an ECO
      • Apply rebase
  • Project management
    • Approvals
      • Add approver
      • Manage approvals
        • Approve ECOs
        • Automated activities
          • Follow-up activities