Create stock rules for PPE

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create a stock rule to automatically resupply a stockroom with an item.

    Before you begin

    Role required: sn_imt_ppe.ppe_admin

    About this task

    When an item drops below a specified quantity, the stock rule automatically creates a transfer order. The transfer order resupplies the stockroom by transferring the required items from another stockroom. For more information about transfer orders, see Transfer orders.

    Procedure

    1. Navigate to All > PPE Inventory Management > Inventory > Stock Rules.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Stock Rule form
      Field Description
      Model The product model for the rule.
      Threshold The item quantity that triggers a restock. For example, enter a threshold of 150 for masks that should be restocked when inventory drops below 150 in the specified stockroom.
      Restocking option Stockroom. This value is automatically populated.
      Parent stockroom The stockroom that the new items are transferred from.
      Active When selected, the rule is active and items are automatically restocked. When cleared, the rule is not active and items are not automatically restocked.
      Stockroom The stockroom that you want to be automatically restocked by the rule.
      Order size The number of new items to order for the stockroom.
    4. Click Submit.