Stock Item Workflows - Warehouse Inventory

Stock Item Workflows - Warehouse Inventory

The NEXGEN software has multiple options for setting up a warehouse workflow for stock items. See the information below to learn about open warehouse, controlled inventory, and controlled inventory with approvals.

Open Warehouse

The open warehouse setup has the simplest workflow. With an open warehouse users can add items to work orders without prior approval and can adjust your item inventory.

Pros
Cons
Simplest workflowVery little control over inventory
Great if you don't have a dedicated warehouse managerAnyone can update item quantities

Open Warehouse Setup

To setup your warehouse stock items inventory as an "Open" warehouse, follow the steps below.
  1. Click "Settings" from your NEXGEN dashboard.
  2. Click "Setup".
  3. Click "Company Options".
  4. Click "Inventory" from the sidebar options.
  5. Make sure the options below are NOT checked off:
    1. Stock Controlled Inventory
    2. Stock Approval by hierarchy

Open Warehouse Workflow











Controlled Inventory

The controlled inventory warehouse setup is more involved than an "Open" warehouse, but it allows for more control over your inventory. With controlled inventory, items can be requested when you have the "Stock Controlled Inventory" option selected and warehouse inventory adjustments happen through "Item Requisitions".

Pros
Cons
More oversight of items entering and leaving warehouseMore complex workflow
Ability to reject requests to update inventoryNeed a dedicated warehouse manager to approve requisitions and issue items

Users making the switch from an open warehouse to a controlled inventory warehouse are strongly encouraged to reach out to our support team prior to making any changes. Changing controlled inventory settings may impact existing workflows. Please reach out to our team if you are considering a change at support@nexgenam.com.

Controlled Inventory Setup

  1. Click "Settings" from your NEXGEN dashboard.
  2. Click "Setup".
  3. Click "Company Options".
  4. Click "Inventory" from the sidebar options.
  5. Check off the following option:
    1. Stock Controlled Inventory
  6. Make sure the options below are NOT checked off:
    1. Stock Approval by hierarchy

Controlled inventory Workflow



Controlled Inventory with Approvals

The controlled inventory with approvals warehouse is the most involved warehouse setup. When "Stock Controlled Inventory" is selected and when "Stock Approval by Hierarchy" is also selected, items must be requested from the warehouse and must be approved by a supervisor or administrator if the request is over a "Max Requisition" amount.

Pros
Cons
Added level of approvalMost complex workflow
Ability to reject requests to update inventoryNeed a dedicated warehouse manager 
Helpful when managing expensive items
Requires more setup

Users making the switch from an open warehouse to a controlled inventory warehouse are strongly encouraged to reach out to our support team prior to making any changes. Changing controlled inventory settings may impact existing workflows. Please reach out to our team if you are considering a change at support@nexgenam.com.

Controlled Inventory with Approvals Setup

  1. Set employee supervisors under Employee module.
  2. Set Max Requisition for employee and supervisor (Optional: Setup Requisition Approval Backups in case a supervisor is out)
  3. Click "Settings" from your NEXGEN dashboard.
  4. Click "Setup".
  5. Click "Company Options".
  6. Click "Inventory" from the sidebar options.
  7. Check off the following options:
    1. Stock Controlled Inventory
    2. Stock Approval by hierarchy

Controlled Inventory with Approvals Workflow





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