IN THIS ARTICLE

• Adding materials to an entity and setting min and max thresholds: Overview
• Text Guide
  • Navigating to the materials page
  • Adding materials and setting min and max thresholds

Adding materials to an entity and setting min and max thresholds: Overview

Once an entity has been created, materials that are stocked in the entity can be added to the entity on the system. As materials are received and issues by the entity the stock level moves up and down. Min and max thresholds can be set for materials to improve supply chain performance. When stock levels are maintained between min and max levels utilization is optimized and availability is ensured.

TEXT GUIDE

Navigate to the Entities page

1. Click on the Setup tab on the main menu

2. Select the Entities sub-tab from the options on the drop-down list

3. Click on the entity to which materials are to be added

4. Click on the sub tab Materials

Adding materials and setting min and max thresholds

1. Click on the Add button on the screen

2. Check the box next to the material that is to be added to the inventory of the entity. All the materials on the master material list are now displayed on screen. Any of the materials listed can be added to the entity, multiple materials can be enter at once as well

3. Enter the Min. and Max. values that are to be set for the material in the entity. Min and max should be set based on observations from historic consumption patters as well as desired service levels

4. Click on the Add button

5. A banner is now displayed on the screen indicating that materials have been successfully added to the entity