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MAX MIN CALCULATION SUPPORT
Idea shared by Frank B Austin - 10/8/2022 at 12:40 PM
Under Consideration
Is there a way to get sales over a period of time for inventory similar to
REPORTS, SERVICE SUMMARY INVENTORY THAT GIVES
STOCK CODE --  DESCRIPTION--  MANUFACTURER--   AVERAGE PRICE  -- TOTAL QUANTITY -- TOTAL COST   --TOTAL NET
But includes all inventory sold by SALES AND SERVICE ORDERS?

Seems like a standard report for Service orders should be duplicated for Sales and then one for all items sold.

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Terry Swiers Replied
10/12/2022 at 2:13 PM
Employee Post
There is not, but I'll add this to the suggestion list.
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With regards the Inventory/min/max Maintenance 
This is not very useful the way it is.
I have a spreadsheet that does the calculation #sales over a period x weeks/x weeks to get average sales quantity per week. Then multiplies by number of weeks of inventory you want and number of weeks inventory minimum. Fairly simple calculation. The Atrex system basically does that.
However what is missing is allowing someone to put in minimums ie if I sold less than 4 items per month I could have max and min set to zero.
Also the calculation of max/min should only allow whole numbers. Round down.
This would allow a person to set the max/min all at once for items sold enough to carry inventory.
Also in the existing system to find a stock code you have to scroll down a long list. 
iif you start typing the stock code it does not jump to it. 
Thanks
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Mark Culos Replied
11/4/2022 at 4:14 PM
Employee Post
Frank,

I have attempted to reply to each point, do let me know if I missed any.

However what is missing is allowing someone to put in minimums ie if I sold less than 4 items per month I could have max and min set to zero.
 
If I understand correctly you are wanting to edit the current values with any you choose.  This is already possible by typing in the fields that are directly opposite the Qty/Week display for each stock code.
 
Also the calculation of max/min should only allow whole numbers. Round down.
 
While whole numbers may apply to your inventory, it does not all apply to all.
 
This would allow a person to set the max/min all at once for items sold enough to carry inventory.
 
Are you suggesting to have an auto-accept option?  If so, because the function provides live edits and there is no option to double-check or reverse the action, this could result in unintended updates.
 
Also in the existing system to find a stock code you have to scroll down a long list. 
iif you start typing the stock code it does not jump to it. 

As the function provides live edits to the stock codes, the intention is to populate the grid in small batches of stock codes and work through those line-by-line.  Also note the check box to limit the display to exclude any stock code that is within range.  
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Here is what I think should look like. Sorry wouldn't let me adjust column width.

INVENTORY MINIMUM/TARGET QUANTITY MAINTENANCE

























STEP #1 
CHOOSE THE TIME PERIOD YOU WANT TO BASE THE MIN/TARGET QUANTITIES ON.












THIS IS ANY MONTH(S) AND YEAR(S)
























STEP #2
SET THE MINIMUM NUMBER OF WEEKS YOU WANT TO HAVE IN STOCK BASED ON THE SALES IN A WEEK












THAT OCCURED IN THAT PERIOD SELECTED
























STEP#3
SET THE TARGET NUMBER OF WEEKS YOU WANT TO HAVE IN STOCK BASED ON THE SALES IN A WEEK












THAT OCCURED IN THAT PERIOD SELECTED











STEP #4 SELECTROUND UP
ROUND DOWN
NO ROUNDING






CALCULATE
























OUTPUT IS 











STOCKDESCRIPTION# SOLD IN#SOLD INCOST OF COST OF CURRENTCALCULATEDCURRENTCALCULATEDSUGGESTEDSUGGESTEDRESULTING 
CODE
#2 PERIOD#3 PERIODPURCHASE #2PURCHASE #3MINIMUMMINIMUMTARGETTARGETMINIMUMTARGETORDER QUANTITY













CAN CHANGE THE SUGGESTED QUANTITIES TO WHAT YOU WANT












CAN LIMIT TO CERTAIN VENDORS












CAN LIMIT TO CERTAIN LOCATIONS












CAN THEN ACCEPT ALL
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Mark Culos Replied
10/31/2023 at 4:52 PM
Employee Post
Frank,

Your suggestion has been added to the list under consideration.
0
Thanks Mark.
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