Inventory & MRP

• Inventory
  • Warehouse Management
    • Products
      • Use different units of measure
        • Configuration
        • Units of measure categories
        • Specify a product’s units of measure
        • Unit conversion
          • Buy products in the Purchase UoM
          • Replenishment
          • Sell in a different UoM
      • When Should you Use Packages, Units of Measure or Special Packaging?
        • Units of measure
        • Packages
        • Packagings
      • Select a replenishment strategy
        • Terminology
          • Replenishment report and reordering rules
          • Make to Order
        • Configuration
          • Replenishment report and reordering rules
          • Make to order
    • Warehouses
      • Manage Warehouses and Locations
        • Terminology
          • Warehouse
          • Location
        • Configuration
        • Create a new warehouse
        • Create a new location
      • Resupply from another warehouse
        • Configuration
        • Set route on a product
    • Replenishment strategies
      • Resupply from another Warehouse
        • Configuration
    • Inventory adjustments
      • Inventory adjustments
        • Add a new line
        • Count products
        • Plan counts
      • Cycle counts
        • Configuration
        • Change the inventory frequency
    • Delivery Orders
      • How to choose the right inventory flow to handle delivery orders?
        • Configuration
          • One step flow
          • Two steps flow
          • Three steps flow
      • Process Delivery Orders in one Step (Shipping)
        • Create a Sales Order
        • Process a Delivery
      • Process Delivery Orders in two Steps (Pick + Ship)
        • Activate Multi-Step Routes
        • Warehouse configuration
        • Create a Sales Order
        • Process the Picking and the Delivery
      • Process Delivery Orders in three Steps (Pick + Pack + Ship)
        • Activate Multi-Step Routes
        • Configure Warehouse for Delivery in 3 Steps
        • Create a Sales Order
        • Process the Picking, Packing, and Delivery
      • Send Products to Customers Directly from Suppliers (Drop-shipping)
        • What is Drop-Shipping?
        • Points to be Considered while Implementing Drop-Shipping
        • Configure Drop-Shipping
        • Send Products from the Suppliers Directly to the Customers
    • Incoming Shipments
      • How to choose the right flow to handle receipts?
        • Overview
        • Configuration
          • One step flow
          • Two steps flow
          • Three steps flow
      • Process a Receipt in one step (Receipt)
        • Create a Purchase Order
        • Process a Receipt
      • Process a Receipt in two steps (Input + Stock)
        • Configuration
        • Activate Multi-Step Routes
        • Configure warehouse for receipt in 2 steps
        • Create a purchase order
        • Process the receipt and the internal transfer
      • Process a Receipt in three steps (Input + Quality + Stock)
        • Activate Multi-Step Routes
        • Configure warehouse for receipt in 3-steps
        • Create a Purchase Order
        • Process the receipt, quality control and entry in stock
    • Miscellaneous Operations
      • Manage Stock that you don’t own
        • Configuration
        • Reception of Consignee Stock
      • Process Batch Transfers
        • Create a Batch Transfer
        • Create a Batch Transfer from the Transfers List View
      • Process wave transfers
        • Configuration
        • Add products to a wave
        • View wave transfers
    • Planning
      • How is the Scheduled Delivery Date Computed
        • How are Lead Times Calculated?
        • Sales - Lead Times
          • Customer Lead Time
          • Security Lead Time
          • Deliver several products
        • Purchase - Lead Times
          • Supplier Lead Time
          • Security Lead Time
        • Manufacturing - Lead Times
          • Manufacturing Lead Time
          • Security Lead Time
        • Global Example
    • Lots and Serial Numbers
      • What’s the difference between lots and serial numbers?
        • Introduction
          • When to use
          • When not to use
      • Work with serial numbers
        • Configurations
          • Application configuration
          • Product configuration
        • Manage Serial Numbers
          • Receipts
            • Manual assignation of the different serial numbers
            • Multi-assignation
            • Copy/pasting from an Excel file
        • Serial Number traceability
      • Manage lots of identical products
        • Setting Up
          • Application Configuration
          • Product Configuration
        • Manage Lots
          • Receipts
            • Manually assign the different lot numbers
            • Copy/paste lot number from an Excel file
          • Operation Types
        • Lots traceability
      • Expiration Dates
        • Configuration
          • Application configuration
          • Product configuration
        • Expiration Date on Lots/Serial Numbers
        • Expiration Alerts
    • Valuation Methods
      • Inventory Valuation Configuration
        • Types of Accounting
        • Costing Methods
        • Configure automated inventory valuation in Flectra
        • Access reporting data generated by inventory valuation
      • Using the inventory valuation
        • Inventory valuation: the basics
          • Receive a product
          • Deliver a product
      • Integrating additional costs to products (landed costs)
        • Configuration
        • Add costs to products
          • Receive the vendor bill
      • Impact on the average price valuation when returning goods
        • Definition of average cost
          • Defining the purchase price
        • Average cost example
        • Purchase return use case
          • Explanation: counter example
          • Further thoughts on anglo saxon mode
  • Shipping
    • Shipping Setup
      • How to setup a delivery method?
        • Overview
        • Configuration
          • Install the inventory module
          • Configure the delivery method
        • Delivery process
          • Sale order
          • Delivery
      • How to get UPS credentials for integration with Flectra?
        • Create a UPS Account
        • Get an Access Key
      • How to get DHL credentials for integration with Flectra?
        • Getting SiteID and password for countries other than United States (UK and Rest of the world)
        • Getting SiteID and Password for United States
  • Advanced Routes
    • Concepts
      • Routes and Pull/Push Rules
        • Inside the warehouse
        • Pull rules
        • Push rules
        • Use routes and rules
          • Pre-configured routes
          • Custom Routes
            • Rules
        • Sample full route flow
      • Inter-warehouse transfers
        • Create an internal transfer
      • Organize a cross-dock in a warehouse
        • Configuration
        • Configure products with Cross-Dock Route
      • Taking stock from different warehouses
        • Set up virtual warehouses
        • Sell a product from the virtual warehouse
    • Putaway & Removal Strategies
      • Putaway rules
        • What is a Putaway Rule?
          • Configuration
          • Setting up a putaway rule
        • Using Storage Categories
          • Configuration
          • Create a Storage Category
          • Storage categories in putaway rules
• Manufacturing
  • Manufacturing management
    • Create a bill of materials
      • Set up a bill of baterials (BoM)
        • Specify a bill of materials (BoM) for a product variant
      • Set up operations
      • Add by-products to a bill of materials (BoM)
    • Managing BoMs for product variants
      • Activate product variants
      • Apply BoM components to product variants
    • Use kits
      • Create the kit as a product
      • Set up the kit BoM
      • Use kits to manage complex BoMs
    • Manage semi-finished products
      • Configure semi-finished products
      • Create the top-level bill of materials (BoM)
      • Manage production planning
    • Quality Control
    • Alternative Work Centers
      • Configure your Work Centers
      • Create your Work Orders
    • Subcontract your Manufacturing
      • Configuration
      • Basic Subcontracting Flow
      • Inventory Valuation
      • Traceability
      • Automate Replenishment of Subcontractors
        • Manual Replenishment
    • Manage work orders using work centers
      • Create a work center
        • Set standards for work center productivity
        • Assign equipment to a work center
        • Integrate IoT devices
      • Use case: configure an alternative work center
      • Monitor work center performance
  • Quality control
    • Add quality controls
      • Configure quality control points
      • Use case: configure a measure quality check
• Purchase
  • Products
    • Don’t run out of stock with reordering rules
      • Configure your storable product
      • Set up your reordering rule
        • Define quantities
    • Purchase in different units of measure than sales
      • Enable units of measure
      • Specify sales and purchase units of measure
        • Standard units of measure
        • Create new units of measure and units of measure categories
  • Manage deals
    • Purchase agreements: blanket orders and calls for tenders
      • Enable purchase agreements
      • Configure or create new types of purchase agreements
      • Set up a blanket order
        • Create requests for quotation from the blanket order
          • Blanket orders and replenishment
      • Set up a call for tenders
    • Control and know when vendor bills should be paid
      • Vendor bills default control policy
        • Change a specific product’s control policy
      • View a purchase order’s billing status
      • Determine when to pay with 3-way matching
        • Should I pay the vendor bill?
    • Manage vendor bills
      • Configuration
        • Installing the Purchase and Inventory applications
        • Creating products
      • Managing your Vendor Bills
        • Purchasing products or services
        • Receiving Products
  • Advanced
    • Analyze the performance of your purchases
      • Generate customized reports
        • Use filters to select the data you need
          • Add custom filters
        • Measure exactly what you need
          • Visualize your data
          • Explore your data