Customer Goods - Shell Stock

Creating shell stock:

To create a shell stock, see Customer Goods - Adding New Customer Goods


Shell Stock is unfinished and requires further production to complete the goods. 

Note: The replenishment and depletion templates on a customer good will be based off of products. For more information on creating products, see Products - Adding a New Product


Replenishments

When first created, a manual Replenish option will be available. This allows for an initial replenishment to add any on-hand goods to the inventory.


Step      Action

  1.        From the Customer Good view page, hover mouse over Actions menu and then select 

             {Replenish} from the drop-down. A Create Replenish modal will open.

  2.       Complete the fields entering a quantity value and price value. 

            Note: The Quantity and Price fields cannot be left blank. If there is no price, enter 0.

  3.       Select {Save}. The Manual Replenishment will appear in the Inventory table. 


Once the initial replenishment is done, the option will no longer be available from the actions menu. A replenishment template must be added.


To Edit a Replenishment Template:

Step      Action

  1.        From the Customer Good view page, hover mouse over Actions menu and then select 

             {Edit} from the drop-down. An Edit Customer Good modal will open.

  2.       Select pencil icon. An Add Product modal will open.

            

  3.      Select {Add}. The template name will appear in the Replenishment Template field of the modal.

  4.      Select {Save}. A results window will confirm the customer goods have been saved. The replenishment 

           template will now appear under Details on the Customer Goods view page.

Once the replenishment template has been added, the customer good will replenish whenever the template is used on an order. Only one replenishment template can be added to a finished good.


To add a depletion template on finished goods:

A depletion template must first be added to the customer supplied good.


Step      Action

  1.        Select {Add} under Depletion Templates section. An Add Product modal will open.

  2.         Check boxes to left-hand side of Product name to select item to be added.

  3.         Select {Add}. The item will appear in the Depletion Templates table.


Once the depletion template has been added, the customer good will deplete whenever the template is used on an order. Multiple depletion templates can be added to a customer good.


For more information, see Customer Goods - Depletion.