The Order Parts screen under the Spares menu provides a quick way to know when to order parts. It contains a list of all Spare Parts that are at or below the minimum quantity.
The following filters will help you customize this page:
- Warehouses. Limit your results by certain warehouses.
- Part Categories. Limit your results by one or more part categories.
- Part Criticality. Limit your results by the Part Criticality.
- Vendors. Only show parts for certain vendors. This helps you batch orders to a specific vendor.
- Quality Statuses. Customize which parts show on the screen by its quantity. Options include: All, At or Below Minimum, Below Minimum, and "On Order".
- Area. Limit your parts by one or more areas.
- Line. Limit your parts by one or more lines.
- Machine. Limit your parts by one or more machines.
Here is a brief explanation of each column:
- Action. Click the "Order" link to order more parts, click the "History" link to view the Part's order history.
- Locations. This is a list of all locations where the part is stored.
- Vendor/Part Number.
- Part #.
- Qty On Order.
- Date To Order. This is the date the spare part quantity met or dropped below the minimum stock level.
Click the "Order" link on any row to order new parts. This will take you to a new screen with the following fields:
- PO Number. Enter your PO number.
- Purchase Price. Price for one item. The "Total Purchase Price" field is updated automatically when the Purchase Price is updated.
- Total Purchase Price. Total price for the order. The "Purchase Price" field is updated automatically when the "Total Purchase Price" field is updated.
Here are a few tips to help you get the most out of the Order Parts screen.
- Make sure to set your Minimum Stock Level and Optimum Stock Level. Minimum is the absolute Minimum you should have on stock at any given time. When the stock level of a part meets or drops below the Minimum Stock Level, the part will be displayed on the Order Parts screen. The Optimum Stock Level is used to determine how many parts to order when a part is getting ordered.
- Keep the quantity field up to date. As parts are consumed using Dispatch they are automatically decremented in Inventory Control. If parts are released outside of Dispatch, make sure to update the quantity in Dispatch. Many customers perform a quantity sync regularly to keep quantities up to date.
- Receive parts promptly. When a part is received and the inventory level goes above the Minimum Stock Level, the part is no longer displayed on the Order Parts screen. This helps the person who orders parts keep track of only parts that are on order or need to be ordered.
- Update your Minimum levels when appropriate. As the plant floor dynamics change you may find that you don't need to keep as many parts on hand. Update your Minimum Levels regularly so the Order Parts screen only displays parts that need to be on order. If you find that it takes a long time for certain parts to be delivered, you may consider increasing your Minimum Stock Level for that part.
- Use the Date To Order column. The Date To Order column shows the date that a part's inventory levels met or went below the Minimum Stock Level. This will help you know which items have been below Minimum Stock Level the longest, and it will help you order parts in a timely manner.