Select “Depot Setup>Products” from the side bar. Any existing products will be displayed. To create a new product click “New Product” button. A form will be displayed for you to enter the new product details.
This section allows you to enter the header detail for the product.
If you are operating with Owners, first of all enter the owner detail. This identifies the stock ‘owner’ for system control purposes, and can be selected from the drop down list. If you are not operating with stock owners this field will not appear.
- Product Code
In this field enter the product code for product you wish to create. This must not exceed 100 characters.
- Codes 2, 3, 4
These codes can be used if additional codes are required for product identification. If any of these codes is used it can be entered or scanned at various points in the system and will cross-reference with the main product code.
Keywords are a means to find certain types of products when doing a product search, similar to adding a tag or category to the product. You can have one or many keywords as long as they are separated by a space. Enter keyword(s) if required.
- [Product] Description
You can then enter a product description for the product, which has a limit of 100 characters.
- Cost Price; Sales Price
If a cost and sales price for the product are required these can be entered here.
- Height, Width, Depth
If you need to know or use the volume of the product within your operation the input to these fields can be used to calculate the volume of the secondary (picking) unit. To make the system do this automatically you need to check the “Use size items to set volume” box in the centre column.
This field allows you to record the weight of the secondary (picking) unit.
- Product Image
This option allows you select an image to be stored with the product details
- Active Check Box
This box will be checked at all times while the product is in active use. Only uncheck the box if you wish to make the product inactive on a temporary or permanent basis.
This section allows you to define the configuration characteristics for the product.
- Storage UOM (Unit of Measure)
Here you will enter the unit in which you will normally receive and store the product.
e.g. If you receive goods on pallets which you store within pallet racking, ‘Pallet’ would be your storage UOM. Alternatively if you receive goods in large cases which are stored in shelf locations, ‘Case’ would be your storage UOM.
- Secondary UOM
Here you will enter your secondary (picking) UOM. This will generally be the unit specified on your customer’s order, and the one you normally pick for despatch. In the first example above (where pallet is your storage UOM) this may be a case or pack, while in the second example it may be an item or single unit.
Your storage UOM and your secondary (picking) UOM may also be the same thing if the storage unit is also the picked and despatched unit. Drop down lists are available to select both UOM.
- Items Per Unit
This is the (default) quantity of the secondary (picking) UOM that is contained in the storage UOM. This is only a default number, and can be changed if different on receipt.
- Storage Volume M³
In this field you can enter the storage volume of your secondary (picking) UOM. However this will be calculated automatically at product update if you have entered height, width and depth in the earlier fields, and you have checked the ‘Use size items to set volume’ box.
- Require Volume
This box must be checked when volume is a definite requirement for the storage or handling of the product. This applies not only to the ‘Store by Volume’ requirement (see below) but also potentially for despatch handling, etc. e.g. where volume may need to be captured and recorded.
The next two fields ‘Serial Number’ and ‘Serial Number Record In’ will control how the system deals with serial number recording.
- Serial Number
If this box is checked it means you are choosing to record serial numbers at picking only. You can receive and store product with serial numbers, but up to the point of pick confirmation the system will not be aware of the numbers stored.
After pick confirmation, the confirmed serial numbers are printed on the despatch note and displayed in the Adjustments option. These are deleted after the order is despatched but are still available for historic reporting via the completed order by using the Orders>Search option.
- Serial Number Record In
If this box is checked it means that serial numbers must be recorded at receipt and at picking confirmation. While the product is in store the serial numbers relating to the product can be viewed and managed in the Adjustments option. See “operations>Adjustments>View/Manage Serials”.
- Require Batch Number
This box must be checked if you wish to record the batch (or Lot) number for products on receipt, and will make input of a batch number mandatory for all receipts of the product. The batch numbers entered are held against the product in the stock record and are available to view via adjustments and in the relevant reports.
You can also rotate by batch (see ‘Rotation Rule’ below) but this will only function properly if the batches are sequentially numbered.
You can also select a specific batch to pick at the point of order. If you do so the order will be satisfied only from that batch.
- Require Rotation
Checking this box means that input of a rotation date will be mandatory at the point of receipt. The system will default to the current operating date, but this can be amended as required.
If you then wish to rotate a product by rotation date this is controlled by selecting ‘Rotation Date’ from the drop down options under ‘Rotation Rules (see below). However, it is also possible to record a rotation date for a product and select a different method of rotation e.g. FIFO. If you wish to pick a specific rotation date you can also enter this at the order stage.
- Default Rotation
(Final option in centre column)
This requires you to specify your preferred option for date format for input and display. This requires numeric input in either MM/YY (e.g. 10/17) or DD/MM/YY (e.g. 31/10/17).
This section allows you to define the storage characteristics for the product.
- Auto Putaway
Auto putaway means the system will automatically determine a location in which to place received product, according to pre-stated preferences. This box must be checked if you want the product to be put away automatically.
- Store By Volume
Check this box if you want the system to put this product away automatically according to volume. The system will use the storage volume of the product to determine whether it can be stored within available space in a given location.
- Store Together
If you check this box it means that the same product can be stored together when it shares the same rotation.
- Allow rotation mixing (Can’t be checked if previous one is unchecked).
If you are storing the same product together (option above) checking this box means you also allow different rotations of the same product to be stored together.
- Storage Minimum Level
This field identifies a minimum level of stock for the product that must be held in the warehouse. If the stock held falls to this level the product will appear on the Re-order Level report, indicating the current stock quantity available at the time of report generation.
If you check this box it means you that the product can be stored with different products in the same location.
Rotation Rules Section
This section allows you to select one of four methods of rotation for the product.
- Rotate By
The system will rotate the product on a FIFO (First in, First out) basis. This rotation method works on receipt date, so stock with the earliest receipt date for the product will be picked first.
The system will rotate the product on a LIFO (Last in, Last out) basis.
- Rotation Date
The system will rotate the product by its rotation date. A rotation date is a date captured for the product at the point of receipt (e.g. BBE date, sell by date, etc). So the stock with the earliest rotation date for the ordered product will be picked first.
- Batch Number
The system will rotate the product by sequential batch number. This means that the stock with the lowest sequential batch number for the ordered product will be picked first.
- Enforce Rotation
Checking this box means the system will operate absolutely strict rotation. This means that the oldest stock of the ordered product will always be picked irrespective of handling considerations.
Pick Face Rules Section
- Pick Location Reference
If you require a pick face for the product enter the location code here.
- Pick Min Level
This is the minimum functional quantity required for a replenishment under normal circumstances, and should be enough to replenish the pick face to a sufficient level for routine operation. This provides the option to use up part pallets of the same or an older rotation in preference to a full pallet.
- Pick Replenishment Amount
This is the replenishment quantity in ideal circumstances i.e. there are no part pallets to use, etc. This will normally be a full pallet quantity.
- Enforce Replenishment Rotation
Check this box if you wish to enforce strict rotation through the pick face. This means that stock used to replenish the pick face will always be the oldest available stock, irrespective of the setting on ‘Replenishment Rules’.
- Enforce Pick Face Picking
Check this box if you want to ensure that all picking to be done through the pick face.
Product Groups Section
At the foot of the centre column all product groups currently set up are listed. Check the box against the product group if you wish to assign the product to any/all of those listed.
Product Suppliers Section
At the foot of the right hand column all product suppliers currently set up are listed. Check the box against the supplier if you wish to assign the product to any/all of those listed
Custom Fields Section
If you have created any Custom Fields for products the input fields are displayed at the bottom of the screen. You can complete the fields as required for the product you are creating.