Create a Stock Bin

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. The first step is to receive materials for the new stock bin:

1. Open the Material Management window.
2. 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.
3. In the new transaction record in the Transaction pane, click in the Full Amount column and enter the amount of material that was received.
4. Check the unit shown in the Measurement Unit column. If it is correct, proceed to the next step. If the unit is not correct, 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.
5. Tab to the Ext PO ID column and enter the Purchase Order number under which the material was purchased.
6. Tab to the Ext PO Line ID column and enter the line number of the Purchase Order that corresponds to the material.
7. In the Accepted column, click the check box. (This also automatically selects the check box in the Fulfilled column.)
8. 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:

1. Open the Material Inventory window.
2. Locate the new stock bin. In the record showing the new stock bin, click in the Stock Name column and enter a name for the stock bin.
3. Tab to the Full Capacity column and enter the value for what constitutes a full bin. (Full amounts shown here are not the same as the full amounts shown in the Material Management window.)
4. Tab to the Threshold to Purchase column and enter a value for when re-ordering should occur. The value is expressed as a decimal percentage of the full amount.
5. Click .