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For unvalid orders, the “Current Usage” can be updated (or not) based on the following parameter on the Inventory tab in System Settings:
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Handling Overstock when doing Quantity Replenishment
The concept behind “quantity replenishment” ordering is simple - order 1 lens for every lens used in the lab. It assumes two things:
the beginning inventory is what you want to / will be stocking (ie everything is actually in stock to begin with)
you have appropriate levels of inventory when you start
Real life is seldom like this; labs may start out with overstock on certain lenses because of past orders, canceled orders, etc.
Rx-Universe can recognize overstock situations and avoid ordering lenses even when quantity replenishment is used.
On each lens is a flag indicating the level of automation desired during the ordering process:
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A setting of “Manual” means as many lenses as were used, will be ordered. A setting of “Automatic” means Rx-Universe will check the current quantity against the maximum quantity and not order if the lens is overstocked (more than the Max in stock). In the above example, if we also look at the “Quantity used” field for ordering (the “1” button in the toolbar):
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Let’s do a purchase order with both scenarios, Reorder Method manual and automatic.
Reorder Method - Manual
Creating a PO for vendor GEN, using quantity replenishment, with the lens set to Manual (as above), we see (for this product line):
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The suggested order is for 69 lenses, or 34.5 pair, which is exactly what the “Current Usage” is. The system orders what was used, not looking at any other factors.
Reorder Method - Automatic
If we change the GEN,S,C,SV product line to be all “Automatic” (I’ll do this using mass maintenance), after the change, the lens is set to “Automatic”:
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After creating a purchase order for GEN, we see:
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For the 650-base product, since there were 64.5 pair in stock, and the maximum quantity was 20, Rx-Universe recognized that this lens was overstocked, and did not blindly order the replenishment quantity.