Stock rules
Set the reorder and target levels used for planning alerts after Location Stocking is complete.
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Who can use it
Before you start
- You know which physical location holds the item and the minimum quantity that is safe for normal operations.
Know the screen
1
Add stock rule
Only items marked Stock here at the chosen location are available.
2
Reorder and target
Supports alerts and planning; it does not create a purchase automatically.
3
Existing rules
Review each saved rule and edit it directly beneath its row.
Step by step
1
Choose one location and an eligible item.
2
Set the reorder point and target quantity using the agreed operating standard.
3
Use Edit on an existing row to change that rule in place.
Watch out
- Do not use a stock rule to correct a wrong balance; use a count or an approved adjustment.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /inventory/stock-rules