How to Optimize Item Reorder Quantities on Sage 300 Inventory Control

Steps:

  1. Open Inventory Control > I/C Items and Price Lists > Optimize Inventory.
  2. In the Specify Criteria section, enter search criteria to find items for which you want to optimize reorder quantities.
    • Note: By default, the Year/Period field displays the current fiscal year and period. To ensure that optimal item reorder quantities are calculated correctly, you should not change this default.
  3. Click Go.  Results appear in the table matching the search criteria you specified.
    • Note: After you click Go , the fields in the Specify Criteria section can no longer be changed. And even if you close the screen, the information shown on the screen is saved, allowing you to later resume working where you stopped. This can be helpful if you are
      reviewing a long list of items, and you cannot finish at one time. To enter new criteria, you must click Clear.
  4. Review the table for recommended changes to your current item reorder quantities.
    • Tip: You can change the quantities in the Order Minimum and Order Maximum fields.
  5. Select each row that contains changes you want to make to item reorder quantities.
  6. Click Apply Selected Changes.  Minimum and maximum item reorder quantities are changed to the order minimum and order maximum displayed in the rows you selected, and the rows are removed from the table.
    • Note: If the Update Location Details option is selected on the Options screen, the Inventory Minimum (SIA) field on the Location Details screen is also changed to the order minimum.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.