v1.1
EXM Suite

Stock Rules

Stock rules are established criteria that specify that when the quantity of an item in one stockroom reaches a certain threshold, the stockroom manager should be notified so that the manager can either transfer a certain number of parts from another stockroom or purchase them from a vendor.

FieldDescription
ActiveIs the rule active or not.
Created ByUser who created the stock rule.
Created OnCaptures the date and time of stock rule creation.
ModelModel of the product to which the rule is applicable.
NumberUnique auto-generated stock rule number.
Order SizeOrder size of the stock rule.
StockroomThe part's current physical location.
ThresholdQuantity that the stock must reach to trigger the notification. Note: The stockroom manager receives a notification if a stock rule created for a model exceeds the threshold limit.

Example

When a certain kind of computer keyboard achieves an inventory level of 10 in a particular stockroom, a stock rule in place causes an automatic notification to the manager of the stockroom so that he can make a transfer order request to transfer 50 from another stockroom.

Notifications

When the threshold for a particular model is below certain quantity (configurable from Stock Rule) in a stockroom, a notification to Stockroom Manager is sent out with a link to directly view the stockroom.

Email Notification

Teams Notification

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