KORONA allows you to set reorder levels and will generate order recommendations based on those levels. The following guide will outline how to set reorder levels and how to generate orders.
Set Reorder Levels
Set Reorder Levels for a Specific Product
In order to set reorder levels for a specific product go to your product list under Inventory > Products and select the item you would like to set reorder levels for. After you selected the product, you can use the Stocks button to access the stock screen.
The following screen will allow you to adjust Reorder Level and Maximum Stock Level for each warehouse individually. Once you’re done setting you reorder levels confirm the changes by pressing Save.
If you are using the store package please use the Store Prices instead. On this page, you may choose to List or Delist all org units or you may choose to list Only Warehouses by clicking on the respective button. You may also enter in a date for the Shelf Life.
Set Reorder Levels for Multiple Products
In order to set reorder levels for multiple products go to your product list under Inventory > Products and open the Filter option. After you selected the desired filters you can use the Stocks button to access the stock screen.
The following screen will require you to select a specific Warehouse first. Once you have selected the warehouse. You can adjust reorder levels for each product that matches your filter. Once you are done making changes you can apply the changes by using the save button.
*Note: This data is possible to be imported, you can work with our Support Team to accomplish this. They will need a .csv or excel sheet with Korona Product Numbers, Minimum Amount, Maximum Amount, Warehouse. With this data it is possible to mass update these levels via an Import.
Order recommendation / Short Stock Widget
If you don’t already have the Short stock widget on your dashboard you can add by selecting Short Stock from widget list.
Once you have added the Short Stock/Order recommendation widget you can select a specific Warehouse from the drop-down menu to review the recommendations for. Click Show details. Once the Short Stock page launches, on the left-hand side listed are the Supplier names, Items (Quantity)and total (monetary amount).
Products with shortages are listed on the right-hand side. Listed for these products are the Name, Number, Order Code, and Quantity. By clicking on Create Stock Order the system will automatically compile the order and take you there. On the Edit stock order page continue the order as usual. once satisfied with the selections click Book.
NOTE: In order for short stocks to work the Assortment must be assigned to the Org Unit.
Order recommendations and Case vs Quantity
When the system generates an Order Recommendation, it will be based off of single quantities. If you have Container Amounts set up inside of your Products you’ll see a Container Amount and a Quantity. The system will try to get you to your Maximum Value in Quantity, but can only accomplish this using the specified Container Amount available. For instance if you only need a Quantity of 3 items, but you order in Container Amounts of 9, you’ll be 6 over what you wanted to have in your inventory. That is the result of being the selected Container Amount available when ordering this product.
