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Managing bins within storage locations
This document outlines the process of managing storage bins using ERPAG. The system allows for real-time tracking of bins and offers flexibility in managing inventory within storage locations. Properly defining and utilizing bins can enhance storage efficiency and streamline the workflow.
Step 1
Begin by understanding the functionality of ERPAG in the context of storage bins. ERPAG provides the ability to track bins in real-time, making it essential to properly define your bins within the system.
Step 2
Recognize that bins are sub-elements of a storage location. A storage location, as exemplified by ‘Materials,’ may or may not have storage bins defined within it.
Step 3
To define and view bin information, access a specific material within the Storage Location. Here, you can set up and review the bins associated with that Storage Location.
Step 4
It is not mandatory to define bins. A Storage Location may function without them, with each item simply associated with its corresponding Storage Location.
Step 5
If required, items can be organized within specific bins related to their Storage Location. For instance, in the case of Finished Products, Dispatch Bins may be used for Quality Assurance purposes.
Step 6
Bins can accommodate multiple items, depending on organizational needs. For example, a bin could contain a window, a door, or multiple single items.
Step 7
If a bin is designated for a single item, such as a Glass Sheet Storage Rack, it should only contain that specific item, like glass.
Step 8
Such bins should not hold items like aluminum profiles. Additionally, define the Maximum Stock Quantity, which indicates the bin’s maximum capacity.
Step 9
Once the Maximum Stock Quantity is set for put away, the system prevents overfilling. For example, a bin might be limited to holding a maximum of 10 meters of glass.
Step 10
The capacity is determined by the Default Unit of Measure. If set to Kg or Lb, it measures weight, whereas in units, it measures quantity in units, like pcs (pieces)
Step 11
Regardless of the quantity (in Kg or meters), the capacity depends on the Default Unit of Measure. Unlike other solutions, ERPAG offers Real-Time Bin Tracking.
Step 12
The Real-Time Bin Tracking feature is particularly advantageous for complex systems like those in manufacturing, which can be categorized into two types.
Step 13
One category is Operating Stocks, representing items currently available or being manipulated in the workflow, shop floor, or production process.
Step 14
Upon receiving materials, such as an order for glass, it is accounted for in the Operating Stocks before processing further orders.
Step 15
When placing an order for glass, for instance, the glass is acquired, processed, and placed on stock, then recorded in the Operating Stocks.
Step 16
Once processed, the items are recorded into Operating Stocks. For instance, if 20 meters are placed, this is documented accordingly.
Step 17
Once entered, items become part of the Operating Stocks, which are then tracked via a stock list.
Step 18
Items are added to the Operating Stocks, such as 20 pieces, and can later transition within the stocks as required.
Step 19
Transfers can be managed ad hoc using a Bin Transfer system. This involves creating Bin Transfers for either adding to or removing items from a Storage Bin.
Step 20
Choose to either place items in a Storage Bin or remove them, adjusting the Operating Stocks accordingly.
Step 21
Here, you can assess the quantities on the Operating Stocks and adjust based on the previously defined capacity, like reducing to 50.
Step 22
When placing items into a Storage Bin, specify the exact bin for placement. For instance, place 10 items into the designated Storage Bin.
Step 23
Decide whether to use the Auto Storage Bin feature or manually define the Put-in Storage Bin for the element.
Step 24
Utilize the Transfer Lists to proceed with the documentation, where you can allocate or split quantities as necessary.
Step 25
Specify the allocation, such as distributing 20 items, and determine the physical location within Storage Bin 2 or 3.
Step 26
Transfer items to the Storage Bin, ensuring compliance with the maximum quantity restrictions. If the limit is 10, manage accordingly.
Step 27
The system will prevent overfilling beyond defined limits. Adjust quantities to match the requirements for the selected element. Then, open the Put-in Storage Bin.
Step 28
Complete the process by placing items into the designated Put-in Storage Bin.
Inventory Stock Management Process
This part provides a detailed, step-by-step process for managing inventory stocks, focusing on bin transfers and the handling of reserved and operating stocks within a warehouse setting.
Step 1
When performing a bin transfer, observe the inventory stock list to verify the total quantity of items at the designated storage bin.
Step 2
Examine operating stocks and storage stocks. Click on the info button to see the distribution of items within the storage. This information is also accessible for individual items.
Step 3
Prior to viewing the on-hand quantity, assess the storage bin distribution. Operating stocks represent the available items required for work orders and related activities.
Step 4
This process is informed by the data available. A simplified version is available within this report, providing an alternative method.
Step 5
This step retrieves all items associated with a specific storage location, allowing it to be filled and facilitating the transfer. For instance, when reviewing operating stocks,
Step 6
you may find varying quantities between the operating stock and on-hand stock. If needed, you can automate sending by selecting the two elements.
Step 7
Send the selected items through the bulk action feature to the storage bin, which will automatically allocate them to the raw material bin according to the raw profile bin.
Step 8
Select a handle for demonstration purposes, even if it’s not the ideal item. This example allows you to create a “save as post document.”
Step 9
Record the document and send it. The items will be transferred from Put Away to operating stocks, reflecting this change.
Step 10
Access the list and open PutAway. The previously transferred items will no longer appear, confirming the transfer of the corresponding quantity.
Step 11
Navigate back to the transfers and select ‘Decomplete.’
Step 12
Transfer the items to the Put In Storage bin, ensuring they are sent to the appropriate bin. Review the current situation,
Step 13
where you’ll only see the reserved quantity in Put Away.
Step 14
This reserved quantity is not eligible for sending, as it is allocated for operational purposes.
Step 15
Since the quantity is designated for specific operations, it must remain reserved to ensure its availability for the intended process.
Step 16
Review the storage bin and, if the reserved quantity is disabled,
Step 17
you will observe the available quantity. Note that this quantity may be insufficient, with 16 units in operating stock.
Step 18
The reserved quantity dictates the report’s limitations, preventing actions within Put Away.
Step 19
The reserved quantity is linked to specific events or work orders, ensuring necessary resources are marked.
Step 20
The reserved items can be utilized in production processes, ensuring seamless operations.
Step 21
These reserved items are prepped for dispatch to the storage location.
Step 22
Needed items within the operating stocks are managed using the Put Away option, which includes all non-reserved items.
Step 23
All items below the minimum operation quantity can be dispatched to storage.
Step 24
Additionally, an informative report titled “Stocks on Bin” has been developed.
Step 25
This report provides detailed insights into the warehouse’s storage location and bin allocations.
Step 26
It identifies which items are stored in each bin, along with their respective quantities.
Step 27
Complex bin structures and serial numbers are avoided to simplify physical packing,
Step 28
thus streamlining the process without adding unnecessary complications.
Step 29
The process is therefore defined to avoid these complexities.
Efficient Inventory Management Process
This document outlines a detailed process for efficiently managing inventory using storage bins and operating stocks. The steps include picking items, conducting sales, and transferring quantities between storage bins and operating stocks. By following these steps, users can ensure optimal stock management and streamlined order processing.
Step 1
Analyze the report titled “Pick for Storage Bin.” In this scenario, there is no need to pick items for the storage bin, as all necessary items are already present in the operating stocks.
Step 2
Now, let’s proceed with a sale example. Since everything required is already in the operation stocks, we’ll execute a sale transaction.
Step 3
We’ll perform a three-class sale involving 160m². The customer has predetermined this requirement, so we’ll proceed accordingly.
Step 4
Next, we’ll define the block quantity. The reserved quantity is specified, and the quantity on condition is stated. Let’s move on to the next phase.
Step 5
In the “Pick for Storage Bin” report, observe the quantity that needs to be reserved and the total quantity available for our purposes.
Step 6
To transfer stock to a storage bin, we need a stock of 30 items. If there is a shortage, identify the necessary items.
Step 7
We can initiate a pull from the storage bin or create a pull within this circle. Execute this action to obtain the required items from the storage bin.
Step 8
This process will enable us to automatically obtain the unnecessary quantity for transfer from storage bins to operating stocks. This step ensures efficient execution of the Sales Order.
Step 9
Review the items on hand. If additional items are needed, transfer them to the stock until you have the desired quantity.
Step 10
If packing is required, reserve 160 pieces regardless of the current reservations.
Step 11
If the operating stock is insufficient, but storage bins have available quantities, a transfer from storage bins is possible.
Step 12
While a manual bin transfer can be initiated, it is advisable to opt for automated processes whenever feasible.
Step 13
Conduct a pull from the storage bin, select the item, and proceed to transfer the complete quantity.
Step 14
Transfer a portion of the quantity, for example, 9 pieces, and initiate a pull from the storage bin.
Step 15
Utilize the auto option to determine the storage bin if the specific bin is unknown.
Step 16
The auto feature will efficiently allocate items to storage bins. If multiple bins are available, it will distribute the items accordingly.
Step 17
Evaluate the Sales Order to verify the sale of the packed items.
Step 18
Input the quantity of 160 and save the completed sale, ensuring the Sales Order is successfully packed.
Step 19
Finally, generate a packing list for the Sales Order. This concludes the storage management process.
Warehouse Inventory Process
This document outlines the process of managing inventory in a warehouse setting. The steps will guide you through creating and processing work orders, handling stock on storage bins, and generating relevant reports for efficient inventory management.
Step 1
Begin by accessing the inventory list to assess the current stock situation. This includes opening and closing bins as necessary to determine the most efficient setup.
Step 2
Create a standard work order specifying the output items needed. Ensure that any deficits are clearly noted, such as a shortage of 10 units.
Step 3
Update the quantity of delivered finished goods accordingly. These quantities will automatically reflect in the Operating Stocks.
Step 4
Review the Operating Stocks to verify the current quantities available. Confirm which item is being referred to within the inventory system.
Step 5
Manage the operating stock located on the storage bin. Execute a put-away process to organize storage effectively.
Step 6
Reserve quantities in the window. Confirm that the reserved quantity aligns with the sales order in place.
Step 7
Verify the sales order details. Ensure the sales order is current and reflects the necessary inventory requirements.
Step 8
Adjust the reserved quantity to 20 units. Consider creating another standard work order if required for larger quantities.
Step 9
Set the quantity to fifteen units.
Step 10
Proceed with delivering the finished goods.
Step 11
Review the inventory stock list, noting that the stock is zero on storage. Allocate the appropriate storage, which will now reflect the placed 12 units. Address any discrepancies with the operating stocks.
Step 12
Notice the division into two storage bins due to the maximum capacity limitation of ten units per bin.
Step 13
Utilize the auto storage bin option, or proceed manually as preferred. Confirm that the inventory stock list reflects accurate allocations for future periods.
Step 14
Generate reports to view storage bin inventory levels. Operating stocks should reflect a reserved amount of twelve, and the stock report will define Dispatch Bin allocations accordingly.
Step 15
Navigate through operating stocks. Reports should separate dispatch and operating stocks for each item within storage bins, allowing for easy tracking and organization.
Step 16
While the process may seem complex, it is manageable with careful attention to the details outlined in this guide. The focus should be on defining capacities and managing multiple items within the storage location.
Step 17
The process is complete.
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