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Part Admin Configurations

Setting the Part Reorder Point Calculation

The Part Reorder Point Calculation setting allows you to choose how the system determines when a part needs to be reordered. *Note: The Parts & POs feature is available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature.

 

  • Click on the Admin menu icon, then select Configurations.
  • Select System Settings from the Misc section.
  • Click the Edit button.
  • Under the General section, set the Part reorder point calculation:
    • Below or equal to reorder point (industry standard) - This setting will trigger a reorder notification when the on hand quantity of a part is equal to or below the set reorder point. *Note: This is the default setting and is the industry standard for reorder notifications.
      • Include in calculation if Reorder Point = 0 - If this box is checked, parts with 0 on hand quantity will be displayed on the dashboard for reorder.  If it is left unchecked, parts with a quantity of 0 will not be flagged for reorder.
    • Below reorder point (legacy implementation) - This setting will trigger a reorder notification only when the on hand quantity of a part falls below the set reorder point. *Note: This is how the feature behaved prior to the part reorder method enhancement.
  • Click the Save button.

 

Setting the Part Negative Quantity Control

The Part Negative Quantity Control setting allows you to choose if a Part's quantity is able to drop below zero. You can apply this setting globally under the Admin Configurations or you can apply this setting to each individual site separately. *Note: Please contact Dude Solutions Support to have this configuration changed in your account.

Admin Configuration

  • Click on the Admin menu icon, then select Configurations.
  • Select System Settings from the Misc section.
  • Click the Edit button.
  • Under the General section, set the Prohibit quantities of a part to drop below zero:
    • Yes - Any Part transaction that would lead to a negative Part quantity will be prohibited.
    • No - Any Part transaction that would lead to a negative Part quantity will be allowed.

 

Site Configuration

  • Click on the Admin menu icon, then select Sites.
  • Select the appropriate Site.
  • Under the Setting section, set the Prohibit quantities of a part to drop below zero:
    • Use System Setting - The Site will follow the Admin Configuration that is set under System Settings.
    • Yes - Any Part transaction that would lead to a negative Part quantity will be prohibited.
    • No - Any Part transaction that would lead to a negative Part quantity will be allowed.

 

 

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