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Overview


Excerpt

The Inventory Rotation for Boxes will automatically organize the products currently available in your boxes inventory based on their aging

, as

. As a result,

the
system

when selling the system will always display the oldest products

on top of the searching results, followed by the newest.

so that those with the highest aging are sold first.

 



Ui expand
titleHow to Set up the Inventory Rotation?

Only the sales managers can

setup

manage this option. Komet also allows exempting certain sales roles users from this restriction, enabling them to deactivate this option at will.  To do so, please follow the steps below:

Ui steps
sizesmall


Ui step

Go to Setup > Settings.

  • Click on Order Entry Options.
    Inventory_rotation_1.pngImage Removed

    • Check

     


    Ui step

     Under Order Entry, click on Inventory Rotation in Boxes.


    Ui step

     Check the Enable Inventory Rotation option. Notice you also have the Separate product lines in boxes by price option, once you activate it, the system will separate the lines by price, even if is the same product.


    Ui step

     If you would like to add an Exception to any sales role user, select the names of the users you would like to add and click on Save.

    Image Added

    Inventory_rotation_2.pngImage Removed
    Info
    Note that the sales managers can uncheck
    The sales roles users listed under Exceptions can un-check the Enable Inventory Rotation option at will any time
    in
    during the invoicing process by clicking on the gear setting icon on the top right hand of the inventory screen under Order Entry. (To do this, follow
    the next steps:
    the steps below.) Remember that any sales role user added as an exception will not be restricted by the Inventory Rotation option.




    Ui expand
    titleActivating and De-activating the Inventory Rotation Option for Sales Role Users


    Ui steps
    sizesmall


    Ui step

    Go to Order Entry > Add Order. 


    Ui step

    Enter the information requested and click on 

    add

    Add Items. 

    Inventory_rotation_3.pngImage Removed


    Ui step
    Click

     Click on the gear setting

    symbol

    icon and

    click on Enable Inventory Rotation checbox.
    Inventory_rotation_4.pngImage Removed

     

     

    then click on Inventory Options.


    Ui step

     Enable the Inventory Rotation checkbox, which will hide the Aging column. Activating this option will force the sales role users to sell the product (in boxes) with the highest aging first. Please keep in mind that the system will group the products based on vendor.

    Image Added



    Ui expand
    titleHow Does Inventory Rotation Work?

    Once the setting is enabled, the system will group the product lines in boxes according to the following criteria: product, units per box, bunches, Stems/Bunch, unit type, Mark Code, vendor, customer, Ship Via, and inventory type. When there are more than one product sharing the same features mentioned, the system will display one line in the inventory. Note that the system will calculate an average price based on the total of units grouped.



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    titleRelated Articles

    Filter by label (Content by label)
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    cqllabel in ("inventory","inventory-rotation")
    labelsinventory inventory-rotation


    Info
    titleInformation

    Inventory Rotation only works for boxes inventory.