Par Levels Setup
Overview:
Par Levels can be assigned to Inventory and Combined Items. A Par Level for an Item can be compared to the on-hand quantity to calculate a suggested order or transfer request quantity for that Inventory Item.
Things to Know:
- This feature will only be accessible and visible to users who are given access to it.
- Par Level Types and Par Levels will only show up on the Inventory Setup features menu if ordering or transfers are enabled in your Company Settings.
- Par Levels for an Item can be compared to the on-hand quantity of that Item to calculate a suggested reorder quantity.
- A single Item can have multiple Par Level Types (an example is a different low volume versus high volume par levels).
- Par Levels include a definition for the "Minimum" and "Order To" quantities to be set up for each item.
- Even if you just use one Par Level, you still need to define at least one Par Level Type.
- If you are using multiple Par Level Types then you will want to assign Item minimum order quantities and order to quantities for each Par Level Type.
Add or Edit Par Levels:
The add or edit Par Levels function enables you to assign Par level quantities, for the Par Level Types you define, to each Inventory Item.
To add, review, edit, or delete Par Levels, use the Sidebar to navigate to the Manage Ordering menu option and then select Par Levels from the submenu. Upon selection, a Par Level Criteria screen will display:
Par Level Criteria Tab:
The Criteria tab enables you to select a Site (if you are an above-store User), a Par Level Type, and a specific Vendor for the Inventory Items that you want to assign Par Levels to. You do not have to make a selection for any of these fields (all Inventory Items will appear if you do not). Please be aware that you must first assign at least one Par Level Type before you can assign Par Levels to Inventory Items.
Site: Use the drop-down to select a site if you are entering Par Levels that are specific to a site.
Par Level Type: Select a Par Level type from the drop-down if you created Par Level Types via Inventory>Setup>Par Level Types.
Vendor: Use the drop-down to select a vendor if the par levels you are going to enter are specific to a vendor.
Next or Close: The next button will advance you to the Entry tab. The close button will close this transaction.
Entry Tab:
Click on the "Next" button or on the Entry tab to assign Par Levels to Inventory Items. A screen similar to below will display the:
Minimum QTY: On the Entry Tab you can enter the Minimum Quantity and the Order To Quantity. This is not a required field (see Order to QTY definition below). The Minimum Quantity is the lowest quantity of the Pack Name description that you are comfortable having on hand before you order more. You can think of the Minimum Quantity as what triggers the system to suggest you order more of an item.
Order to QTY: The Order To Quantity is how much you want to have on hand after you order the Item. Many people refer to this quantity as the "Par Level" for that Item. If you do not want to enter the Minimum QTY for Items then you do not have to. If it is left blank then the Minimum QTY will default to be the same as the Order to QTY whenever the system calculates a suggested order.
In the above example, the last Inventory Item is Veg. Burger. The Pack Name is 48 Patties. The system will suggest Veg. Patties are ordered whenever the theoretical on-hand calculation is equal to or below 1 Pack of 48 Patties. If 1 Pack is on hand, the system will suggest an order of 2 Packs to bring the total packs up to 3 Packs.
Multiple Par Level Types: If you are using multiple Par Level Types then you will want to assign Inventory Item Minimum Order Quantities and Order To Quantities for each Par Level Type.
Save, and Exit:
At the bottom of each Tab are Save and Exit buttons.
Save - Saves the entry or entries without exiting.
Exit - Exits without saving any new entries or edits