Inventory Rotation in Boxes

Owned by Andres Toledo, created
Last updated: Dec 04, 2023
2 min read

In this article, you will learn about inventory rotation and how to hide sensitive information and aging information from salespeople from the Order Entry screens.

User roles: Admin, and Sales Manager.

How Does Inventory Rotation Work?

The Inventory Rotation for Boxes will automatically organize the products currently available in your boxes inventory based on their aging. As a result, when selling, the system will display the oldest products first, promoting inventory rotation.

In addition, when this 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 displaying an average price for every grouped product. 

You can disable grouping of products by enabling the Separate Products by Price setting when you enable Inventory Rotation in Boxes.

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Enable Inventory Rotation in Boxes

To enable and setup Inventory Rotation in boxes, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Inventory Rotation in Boxes from the Order Entry group of settings.

  3. Check the Enable Inventory Rotation in Boxes setting.

  4. Optional: Separate lines by price instead of grouping products with different prices in the same line by enabling the Separate lines by price setting.

  5. Optional: Add user exceptions to enable users to manage the Inventory Rotation settings from the Order Entry screen.

  6. Click on Save.

Administrators and Sales Managers are set as exceptions by default.

 

Enable Inventory Rotation from the Order Entry settings.

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Manage Inventory Rotation from Order Entry

There are two settings you can manage from the Add Order and Order Summary screens:

  • Inventory Rotation hides the Aging Column when enabled.

  • Hide Sensitive Data hides the Price A, Price B, and Aging columns.

To manage the Inventory Rotation and the Hide Sensitive Data settings, do the following instructions:

  1. Go to Order Entry and select Add Order.

  2. Add the general order information.

  3. Click on Add Items.

  4. Click on the Gear icon at the top right of the modal.

  5. Select Inventory Options.

  6. Check the Enable Inventory Rotation setting.

  7. Optional: Check the Hide Sensitive Data to hide the Price A, Price B, and Aging columns.

  8. Click on close.

Users set as exceptions in the Order Entry settings will be able to manage these settings from the Order Entry module.

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