Create stock rules for PPE

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.

   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.

Parent Topic:Set up Workplace PPE Inventory Management

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