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Atrex 14 - Batch PO creation and Multiple locations (warehouse/store)
Question asked by Anthony Butcher - December 13, 2014 at 6:12 AM
Answered
Hi,
 
We are using Atrex 14 with a client server setup.
 
Until now we have operated with just our physical shop.  However now we have a warehouse up the road.  We want to be able to track/keep control of stock between the 2 locations.
 
After reading the manual I have created a 2nd local sales location and database named warehouse and I can now transfer stock between the 2 sites.
 
My question is regards PO batch creation of orders.
 
When I run a batch order the system ignores what is at the other location. 
 
I see I can right click and visually check what is on hand at the other location on each item although this is not 100% practical when creating large orders.
 
Do I have my setup or approach slightly wrong - is there an easy/better way I should be doing this,
 
Many thanks,
 
anthony

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Mark Culos Replied
December 13, 2014 at 8:37 AM
Employee Post
Anthony,
 
Your set-up needs to match your procedural business flow so Atrex may be correct and you just need to think about how you do business further.  Particularly, the question is how your warehouse fits into your supply chain as the warehouse could be your point-of-purchase (i.e., vendor - warehouse - store) or it could be an overstock location (i.e., vendor-store-warehouse). 
 
In either situation, you should only generate a PO from either the store or the warehouse and only after attempting to resolve any shortage through a transfer. 
 
In the first situation, the reorder report for the store gives you the amount to transfer from the warehouse and once the transfer is complete, you generate a PO from the warehouse based on the inventory levels you have set for the warehouse.
 
In the second situation, the minimum and target quantities for the warehouse are never considered and the store's target quantity must include the overstock amount you want to transfer to the warehouse once it is received.  To determine what to transfer from the warehouse, you could use a sales summary report on a daily or weekly basis to indicate the quantities that need replenishing at the store.  A custom report would be easier at it can be created to list only those stock codes that have quantity at the warehouse and the output from the report can then be used to directly create a transfer using the Load from File function.
 
Using multiple locations does introduce greater complexity and depending on requirements, you may be able to work with a single location.  As with the second situation, a sales summary report will let you know what inventory to move from the warehouse to the store as it is consumed so that there is always an on hand quantity in the store.
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Anthony Butcher Replied
December 13, 2014 at 8:43 AM
Hi Mark,
 
Many thaks for the advice/Tips,
 
We use our warehouse as an overflow storeage facility.  I will look at how we apporach things - i think we will need to change the way we operate slightly,
 
Thanks again for the fast input,
 
regards,
 
anthony

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