Tap the plus icon on the Customers Page to add the customer. Search for the customer by name or Eclipse ID (prefixed with a period) and select the desired customer.
On the Settings page, set the default Mode to Stock Levels if you'll be managing the customer's inventory with min and max. This mode can be changed at the order level as well. For more information on customer settings, click here.
Press Save.
Scan or search for a product to count and enter the current on-hand quantity. StockRoom will compare the on-hand quantity entered to the min and max quantities as well as any existing on-order quantities, and determine whether a replenishment order is necessary.
For more information on creating an order, click here.
StockRoom supports Eclipse consignment and will create a consignment billing for any product that was used since the last count. When the inventory level is below the min, Eclipse will create a consignment transfer.
- Create the initial consignment transfer in Eclipse and invoice
- Add the customer to the StockRoom device
- Perform a stock levels count of the customer's inventory. StockRoom will then compare the count quantity to the on-hand quantity in location maintenance and create a consignment billing for the difference.
- Run the Suggested Consignment Auto Transfer which will compare the on-hand quantity in location maintenance to the min and if the on-hand quantity is below the min, will suggest quantity to be ordered to replenish to the max.
- Create the consignment transfer from the Consignment Transfer Queue
Notes:
- When creating the consignment billing, we will take into account any open consignment billing orders and subtract that quantity from the on-hand in location maintenance
- When creating the consignment billing, we will also take into account any open consignment transfer orders and add those quantities to the on-hand in location maintenance
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