Overview of Inventory Control
This article provides a broad overview of the steps and detail required to successfully implement Inventory Control within the Solatech Window Covering Software package.
Most people tend to oversimplify the requirements for setting up Inventory Control, thinking it is an uncomplicated and straightforward process. If you were building a VERY basic blind, with very few options and an extremely limited color selection, that might be true - but our experience has shown that in virtually all situations the process turns out to be much more complex than initially thought. It is also common to be overly ambitious when estimating the time necessary to complete Inventory Control setup. The use of Excel spreadsheets to organize your work will greatly simplify the data manipulation that will be required in this process. A complete understanding of your product is essential to successfully complete Inventory Control setup. As this is a broad overview, specific procedures will not be listed, but rather the general steps will be outlined.
- Develop a complete Bill of Materials
- Create a worksheet for each style within your product (Complete
Blind, 2 on 1 Headrail, Cordless, etc.). Copy the Bill of Materials into
the worksheet for each style.
- Starting with your most common style (normally Complete Blind or
Standard Rectangular), define how each item in the Bill of Materials is
used, and how much is used. Remember that we must ultimately convert
this into a statement the program will understand. Don't forget that we
must also define exceptions, when an item is NOT used.
- Repeat for your remaining styles. SOME usage definitions may be able
to be copied from other styles, but quite often a different style
results in differing usage definitions.
- With the assistance of Solatech, translate your usage statements using the proper syntax.
- Create each inventory item within the product database, assign to
style(s), enter Criteria (when an item is used) and Usage (how much of
an item is used). Note that there may be multiple Criteria and Usage for
- With the assistance of Solatech, review for proper syntax, spelling and general format.
- Import inventory items from the product database into the Solatech company file.
- Make each item active, assign initial levels, reordering information, assign to proper Vendor, and set up scrap factor.
As you can see, this is a very detail-oriented process. The accuracy of the output is directly related to the accuracy of the data that is input.
However, carefully going through the process will enable you to accurately account for and track your inventory.
- Product Designer 4.2
- Solatech Window Covering Software 4.2
Overview of how inventory is ordered and received
Summary This article provides an overview of the ordering and receiving of inventory items with the Solatech Window Covering Software. More Information Setup of Items When each inventory item is setup it is assigned minimum and maximum levels. The ...
How to optimize styles for inventory
Summary This article explains how to optimize a style for the inventory control module of the Solatech Window Covering Software. More Information When a product is setup with a large number of inventory items there may be a delay when processing ...
When can you delete inventory order requests
Summary This article explains when you can delete inventory order requests and items in an inventory order request. More Information An Inventory Order Request can only be deleted if it's status is 'Nothing Ordered'. Once you order at least one of ...
How to setup a work order to commit inventory
Summary This article explains the process for making a work order the report that commits inventory. More Information In order to commit inventory in the Solatech Window Covering Software you must print a report, any process report, that has been ...
An overview of the SWCS 4.2 Company Maintenance Utility
Summary This article provides an overview of the SWCS 4.2 Company Maintenance Utility, what it is and when you should use it. More Information The SWCS 4.2 Company Maintenance Utility was created to automate some basic maintenance functions that ...