Assigning Stocking Levels to a Group of Items

With the Pricing Wizard, you can assign the same minimum stocking level, the same maximum stocking level, or both to a group of items. You’ll most likely use the Pricing Wizard to assign stocking levels in conjunction with another task. For example, in one session of using the Pricing Wizard, you could do the following to the tires in a specific product line:1) set the minimum stocking level, 2) set the maximum stocking level, and 3) update the cost.

Note: Stocking levels can also be defined in the settings for individual items and for groups of items with Inventory List Editing. With Inventory List Editing, however, you can vary the minimum and maximum stocking levels assigned. For more information, see Updating Information for More than One Item.

To assign stocking levels with the Pricing Wizard

1. From the Inventory menu, select Pricing Wizard.

2. Make sure Price Change is selected.

3. Update the minimum stocking level if needed. Otherwise, skip this step.

a. Select Min Stock from the Field to Update drop-down for the operation being used to update the minimum stocking level. The Value field appears and replaces the price change fields.

b. Type the number you want to assign as the minimum stocking level in the Value field.

4. Update the maximum stocking level if needed. Otherwise, skip this step.

a. Select Max Stock from the Field to Update drop-down or the operation being used to update the maximum stocking level. The Value field appears and replaces the price change fields.

b. Type the number you want to assign as the maximum stocking level in the Value field.

5. Click Inventory, and look up the item or items to which you want to assign levels. For more information, see Looking Up Inventory Items.

6. Review the pending changes.

a. Click Print for Review. The Report Window opens and displays the Pricing Wizard Report.

b. Verify that the changes you want will be made.

c. Print the report if needed, and close the Report Window.

7. Click Apply. A confirmation message appears.

8. Click Yes. A second message verifies the update has been completed.

To view the changed stocking level for a single item, look at either the Min Stock or Max Stock field on the Site Prices and Quantity screen. For multiple items, select List Editing from the Inventory menu, and look up the same items you just updated. Stocking levels are listed in the lower-right half of the Inventory List Editing screen. If you can’t see them, scroll to the right.