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Inventory Par Level Rules

Manage your inventory needs to meet demand from customers.

R
Written by Rachel
Updated over 3 years ago

Inventory Par Levels

This functionality allows you to manage your inventory levels by location so that when the minimum amount of inventory needed to meet demand from your customers is met, your team can restock the shelves.

To manage Par Level Rules you can go to:

Management/Inventory/Locations:

Here you can select an inventory location and click on the Par Level Rules tab.

You can add a par level rule for a specific product by clicking on the +Add Par Level Rule

  • You can select one or multiple products when adding a rule

  • For each par level rule you must indicate the Vendor, Par Qty, and Purchase Order Qty. The vendor will be used on the purchase order for the product. The Par Qty is the minimum stock count of this item that will be calculated to create a purchase order. The Purchase Order Qty is the amount of the item that you would like to purchase when the par level minimum is met.

Ordering Cycle

Since different items may hit Par Level minimums at different times, we have introduced the concept of ordering cycle. This allows you to indicate how often you want purchase orders created for items that have met the minimum par qty. You can change the ordering cycle according to your preference or indicate the next scheduled date you wish purchase orders to be created.

Automated Purchase Orders

Par Level rules along with automated purchase orders is a great way to ensure your inventory levels sustain demand from your customers. If you decide to use the Par Level functionality, the system will create automated purchase orders according to the Par Level rules defined.

Whether you choose to use the automated purchase order functionality or create a purchase order on demand, purchase orders now have;

  • Vendor Information

  • Shipping Information Including Location Specific Vendor Account Number

  • You can print a purchase order or generate it as a PDF to email it to your vendor. When you receive the items you can use this purchase order to scan against to fulfill it.

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