Stock bins are the central repository of materials for your administrative unit. A two-step process is required to create a stock bin in your warehouse.
To create a stock bin, watch this video or follow the steps below:
The first step is to receive materials for the new stock bin:
- Open the Material Management window.
- In the Class Code pane, right-click the Material Class Code for which a stock bin is to be created and select Receive This Material
A transaction record is created in the Transactions pane - In the new transaction record in the Transaction pane, click in the Full Amount column and enter the amount of material that was received
- Check the unit shown in the Measurement Unit column
- If it is correct, proceed to the next step
- If the unit is incorrect, click the down arrow and select the appropriate unit from the drop-down list. The unit that is first displayed is the default unit. If a conversion routine is provided in the System > Setup Units window, the unit you select will be internally converted to the default unit. If a conversion routine is not specified, an error will result.
- Tab to the Ext PO ID column and enter the Purchase Order number under which the material was purchased
- Tab to the Ext PO Line ID column and enter the line number of the Purchase Order that corresponds to the material
- In the Accepted column, click the check box
This also automatically selects the check box in the Fulfilled column - Click
The stock bin now exists in your warehouse. The next step is to configure what the full amount is for this stock bin and when re-ordering should occur:
- Open the Material Inventory window
- Locate the new stock bin and in the record showing the new stock bin, click in the Stock Name column and enter a name for the stock bin
Tab to the Full Capacity column and enter the value for what constitutes a full bin
Note: Full amounts shown here are not the same as the full amounts shown in the Material Management window.
- Tab to the Threshold to Purchase column and enter the value at which re-ordering should occur - the value is expressed as a decimal percentage of the full amount
- Click
Note: If the Full Capacity column shows zero and the Current Amount column also shows zero, the stock bin will not be displayed in the Material Management window.