Contents

Introduction
Basic Concepts
Accounting
Advertisements and Catalogs
Shipping
Order Processing
Purchasing
Getting Started
Main Menu
Documentation
Customer Functions
Customer Lookup Screen
Customer Information Screen
Customer Contact Screen
Deduping and Deleting Customers
Order Functions
Order Entry
Order Review
Order Status Screen
Release Orders on Hold
Credit Card Processing
Order Processing Examples
Order Processing - Batch Mode
Order Processing - Single Order
Batch Order Making Utility
Club Membership Plan
Product Functions
Supplier Maintenance
Stock Maintenance - Overview
Rename Stock Number
Additional Stock Information Maintenance
Additional Supplier Information Maintenance
Purchasing Functions
Establish New Low Levels
Order Product
Review Purchase Orders
Record Delivery from Suppliers
Product's Purchasing Forecast
Inventory Recieving & Adjustment Functions
Purchase Order List
Adjust Inventory for Stock Item
Assemble Kits
Auto-Replenish Bins
Print Additional Stock ID Labels
Product Scan & Receive
AIM Import From An External File
AIM Export To An External File
Accounting Functions
Accounts Receivable Functions
Accounts Receivable Journal
Accounts Receivable Status Definitions
Applying Customer Credit
Applying Customer Payments
Applying Finance Charges
Accounts Payable Functions
Accounts Payable Journal
Paying Suppliers
Reconcile Received Merchandise With Supplier Invoices
General Accounting Functions
Credit Card Merchant Accounts
General Ledger Interface
Sales Tax Rates Maintenance
Close Year
Posting
Inventory Valuation Methods
System Setup Functions
Advertising Information
Catalogs
Media Source Codes
Customer Form Letters
Telemarketing Scripts
Order Type Code Maintenance
Standard Greetings Maintenance
Order Promotions Information
Accounting Information
Credit Card Merchant Accounts
General Ledger Interface
Sales Tax Rates Maintenance
Posting
Close Year
Inventory Valuation Methods
General System Parameters
Shipping Methods
System Security
Customer Information
Customer Type Code Maintenance
Customer Salutations Maintenance
Customer Honorifics Maintenance
Order Processing Forms
Master Pick Report
Pick Ticket
Packing Slip & Invoice w/ Label
Special Modules
Address Correction and Validation Module
Advanced Inventory Module
Advanced Warehouse Module
Amazon Order Management Module
Automatic Shipping Calculations Module
Contact Management Module
Database Purge Module
eCommerce Management Direct Feeds
Interactive Credit Card Authorization System
Import/Export Module
List Management Module
Miva Order Management Module
Multi-Company Controller Module
Point of Purchase Module
Product Manufacturing Module
Shared Inventory Module
ShopSite Order Management Module
SiteLINK e-Commerce Module
Subscription Management Module
Web Auction Management Module (WAMM)
X-Cart Order Management Module
Yahoo Order Management Module
Reports
Accounting Reports
A/P Aging Report
A/P Checks-to-Print Report
A/P Journal Activity Report
A/R Aging Report
A/R Journal Activity Report
Credit Card Merchant Deposit Report
Customer Deferred Balance Report
Inventory Cost Lots
Gift Certificates Activity Report
Lost Sales Report
Product Profit Report
Product Royalties Report
Sales Listing Report
Sales Tax Collection Report
Shipping Charges Report
Cashier's Drawer Daily Reconciliation Report
Customer Performance Report
Uncollected Balance Report
Advertising Reports
Catalog Square Inch Analysis Report
Downstream Analysis Report
Market Analysis Report
Order Promotions Activity Report
Product Within Source Key Profit Report
Response Curve Analysis Report
Selling Tools Activity Report
Source Key Profit Report
Inventory Reports
Auto Replenish Bin Report
Back Ordered Products Report
Bin Report
Detailed Back Ordered Kit Items Report
Inventory Journal Transactions
Inventory List
Product Low Level Notification List
Return Merchandise Authorization Detail Report
Item Exchange Report
Order Activity Reports
Daily Order Activity Report Section 1 (Orders Entered)
Daily Order Activity Report Section 2 (Invoices Generated)
Daily Order Activity Report Section 3 (Payment Received)
Warehouse Daily Activity Report
Feed Order Activity Report Sample
Performance Analysis Reports
Catalog Performance Analysis Report
Customer Performance Analysis Report
Product Performance Analysis Report
Source Key Performance Analysis Report
Data Dictionary
File Structure - A/R Journal
File Structure - Advertising Source Keys
File Structure - Composite Items
File Structure - Customers
File Structure - Invoices
File Structure - Import/Export
File Structure - Orders
File Structure - Order Line Items
File Structure - Stock Item Buy Price
File Structure - Stock Item Selling Price
File Structure - Stock Items
File Structure - Subscriptions
File Structure - Suppliers
File Structure - Telemarketing Entries
Data Dictionary - XL Edition
XL File Structure - A/R Journal
XL File Structure - Advertising Source Keys
XL File Structure - Composite Items
XL File Structure - Customers
XL File Structure - Invoice
XL File Structure - Order Line Items
XL File Structure - Orders
XL File Structure - Stock Item Buy Price
XL File Structure - Stock Item Selling Price
XL File Structure - Stock Items
XL File Structure - Subscriptions
XL File Structure - Suppliers
XL File Structure - Telemarketing Entries
XL File Structure - Import/Export
SiteLINK
SiteLINK 5.4
SiteLINK 5.4 Setup
SiteLINK 5.4 System Requirements
Creating Your Store
Uploading New Customer and Order Information to SiteLINK 5
Downloading Orders and Information Requests in MOM
Store Activity Reports
SiteLINK 5.0 Global Discount
Store Setting
Style Sheet
Maintain Store Text Pages
Generate Search Engine Product List
Account Info
SiteLINK Support Team for SiteLINK
Getting Help For SiteLINK 5.4
Setup In Mom
Product Options
SiteLINK Store Departments Maintenance
SiteLINK Store Specials Maintenance
Setting Up Product Information
Mom Maintenance
SiteLINK Preferences Maintenance
Setting Up Acknowledgement E-Mails
Setting Up the Import/Export Module for Use with SiteLINK
Setting Up Shipping Options for Shoppers
Setting Up Credit Card Options for Shoppers
Setting Up Advertising Source Codes for Hyperlinks
Setting Up Catalog Selection Options for Information Requests
SiteLINK 5.4 Store Publisher
SiteLINK 5.4 Store Publisher - Web Service Settings
SiteLINK 5.4 Store Publisher - Froogle Data Feed
SiteLINK 5.4 Store Publisher - SiteLINK
Download New Orders from SiteLINK
Demo Store Instructions
Section 1 - M.O.M. Setup
Section 2 - SiteLINK Setup

 
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Bin Maintenance

General Information

Accessible through the Stock Maintenance Inventory Tab; this screen contains all of the information associated with a particular bin or warehouse location for the stock item.

How To Use the Screen

Setting Up A New Bin
  1. If you have the Advanced Warehouse Module, select a WAREHOUSE for the bin. If you do not, skip to step 2.

  2. Optionally, Select an EXPIRATION DATE. This option is useful for items with expiration dates such as perishable goods. When the entered date is reached, the items will no longer be available for sale.

  3. Enter a BIN NUMBER for the new bin. The Bin Number may also contain a description such as "bulk bin" or "first choice", etc.

  4. The SYSTEM BIN ID field cannot be edited, it is system defined. Note: M.O.M. will use the Bin with the lowest Bin ID as the import destination when importing inventory through AIM, unless another Bin is defined as the "Preferred Bin for Receiving Product."

  5. Select a STATUS for the bin. There are two choices: Available for Sale - a bin that is used to pick from or feed from and can be selected in order entry. Do Not Sell - a bin that cannot be selected in order entry as a ship-from location for an item. Typically, this might be a bin that is used to return damaged items.

    Note:
    For items that are available for auction, the bin status of Reserved cannot be changed.
     

  6. Select a PRIORITY for the bin to designate its use in a sequence of bins for picking. The lower the number, the higher the priority.  

Note: If you wish for your items to automatically dropship when there is no in-house inventory, the priority of the dropship bin must match the priority of an existing in-house Bin.
If you wish for your items to automatically backorder when there is no in-house inventory, the priority of the dropship bin must be lower than the priority of any existing in-house Bin.

For Example:

Scenario I: 2 simple bins, Bin A and Bin B

Bin A is an internal bin with selling priority of 1 with no units in stock
Bin B is a dropship bin with selling priority of 1

When the item is placed on the order, Bin B will be selected and it will dropship the item.

Scenario II: 2 simple bins, Bin A and Bin B

Bin A is an internal bin with selling priority of 2 with 10 units in stock
Bin B is a dropship bin with selling priority of 1

When the item is placed on the order, Bin B will be selected and it will dropship the item.

Scenario III: 2 simple bins, Bin A and Bin B

Bin A is an internal bin with selling priority of 1 with 10 units in stock
Bin B is a dropship bin with selling priority of 2

When the item is placed on the order, Bin A will be selected and it will commit the item.

Scenario IV: 2 simple bins, Bin A and Bin B

Bin A is an internal bin with selling priority of 1 with 0 units in stock
Bin B is a dropship bin with selling priority of 2

When the item is placed on the order, Bin A will be selected and it will backorder the item.

Scenario V: 4 simple bins, Bins A to D

Bin A is an internal bin with selling priority of 1 with 0 units in stock
Bin B is an internal bin with selling priority of 2 with 10 units in stock
Bin C is an internal bin with selling priority of 3 with 0 units in stock
Bin D is a dropship bin with selling priority of 2

When the item is placed on the order, Bin B will be selected and it will commit the item.

Scenario VI: 4 simple bins, Bins A to D

Bin A is an internal bin with selling priority of 1 with 0 units in stock
Bin B is an internal bin with selling priority of 2 with 0 units in stock
Bin C is an internal bin with selling priority of 3 with 10 units in stock
Bin D is a dropship bin with selling priority of 2

When the item is placed on the order, Bin D will be selected and it will dropship the item.

Scenario VII: 4 simple bins, Bins A to D

Bin A is an internal bin with selling priority of 1 with 0 units in stock
Bin B is an internal bin with selling priority of 2 with 0 units in stock
Bin C is an internal bin with selling priority of 3 with 0 units in stock
Bin D is a dropship bin with selling priority of 9

When the item is placed on the order, Bin C will be selected and it will backorder the item.

Scenario VIII:1 simple bin, Bin A. Dropship Supplier is marked as inactive.

Bin A is a dropship bin with a selling priority of 1
Bin B is automatically created by M.O.M. as an in-house bin with 0 units in stock

When the item is placed on the order, Bin B will be selected and it will backorder the item.

Multi-Warehouse Service Regions

The following examples apply to users using the Advanced Warehouse Module and have either a preferred warehouse selected or have mapped Service Regions and have the Closest to Customer option selected. Warehouse options always   take precedence over bin priorities.

Scenario I: 3 simple bins but with warehouses and service regions.

Bin A is an internal bin with selling priority of 1with no units in stock for Western part orders
Bin B is an internal bin with selling priority of 1with no units in stock for Eastern part orders
Bin C is a dropship bin with selling priority of 2 for Western part orders
Bin D is a dropship bin with selling priority of 2 for Eastern part orders

This will either select Bin A or Bin B depending on the mapping if 'Closest to Customer' is selected. The item will backorder.

Scenario II: 3 simple bins with all the same selling priorities

Bin A is an internal bin with selling priority of 1with no units in stock for Western part orders
Bin B is an internal bin with selling priority of 1with no units in stock for Eastern part orders
Bin C is a dropship bin with selling priority of 1 for Western part orders
Bin D is a dropship bin with selling priority of 1 for Eastern part orders

This will either select Bin C or Bin D depending on the mapping if 'Closest to customer' is selected. The item will dropship.

Scenario III:   Dropshipping is the highest priority.

Bin A is an internal bin with selling priority of 2 with 500 units in stock for Western part orders
Bin B is an internal bin with selling priority of 2 with 300 units in stock for Eastern part orders
Bin C is a dropship bin with selling priority of 1 for Western part orders
Bin D is a dropship bin with selling priority of 1 for Eastern part orders

This will either select Bin C or Bin D depending on the mapping if 'Closest to Customer' is selected. The item will dropship.

Scenario IV:   In House Inventory  is the highest priority.

Bin A is an internal bin with selling priority of 1 with 500 units in stock for Western part orders
Bin B is an internal bin with selling priority of 1 with 300 units in stock for Eastern part orders
Bin C is a dropship bin with selling priority of 2 for Western part orders
Bin D is a dropship bin with selling priority of 2 for Eastern part orders

This will either select Bin A or Bin B depending on the mapping if 'Closest to Customer' is selected. The item will be committed from your in-house inventory.

  1. Optionally, use the check boxes to select one or more PREFERENCES for the Bin.

    • Preferred Bin for Receiving Product - makes the bin the default location for an item when recording receipt   from suppliers and when importing inventory from AIM. This might be a bulk bin that feeds other bins.

    • Preferred Return Location - makes the bin the default location for returns from customers for that item. This might be used in conjunction with the Do Not Sell bin status above.

    • Preferred Bin to Use for Creating Composite Items - makes the bin the default location for items that are used as component items for assembly as a composite or kit item.

    • Preferred Bin for POP Sales - if you have the optional Point of Purchase Module, you can make the bin the default location for any counter sales.

  2. Optionally, use the Auto Replenish fields in steps 7-9 below to set up a bin-to-bin feeding system that automatically moves inventory from one bin to another based on low level settings. This would most likely be used if you have bulk bins feeding other bins in the warehouse. The Auto-Replenish Bins function is used for this. If you do not need this special function, skip to step 10 below.

  3. Enter the LOW LEVEL amount that signals that the bin needs to be replenished and enter the QUANTITY TO TAKE when the Auto-Replenish Bins function is run.

  4. Use the pull-down menu to select the BIN TO TAKE FROM. This list includes all other bins that have been previously set up for this item.

  5. In the NOTES field, enter a notation to be used in the Inventory Transaction Report whenever the Auto-Replenish Bins function is used to make inventory changes to the bin based on the Auto-Replenish settings.

  6. When complete, select SAVE to exit.

Note: When using the Advanced Warehouse Module, if a bin is established in a warehouse, then the bin cannot be switched another warehouse in Editing a bin.   You need to use the Adjust Inventory for Stock Item function to remove all inventory from that bin.  

Deleting a Bin

To delete a bin, press the DELETE button. Before a bin can be deleted, you must use the Adjust Inventory for Stock Item function to remove all inventory from that bin.

Bins for Drop Shipped Items

When an item is marked to "Allow Drop Shipping" on the Maintain Stock - General screen, M.O.M. automatically establishes a separate bin corresponding to each supplier set up for each Purchasing Level. These bins are designated "Drop Ship from." In order entry, the order entry operator can select this bin and over-ride an in-house bin for special situations.

For returns of drop ship items, if an item is being returned directly to you, create an internal bin and mark that bin as "Preferred Return Location."   Otherwise, M.O.M. will assume that the item is being returned to the supplier.  You will need to create an invoice for the returned item for the original supplier that the item was ordered from prior to paying the supplier. See Creating a Credit Invoice for Items Returned to a Supplier   in Chapter 18 of the User Reference Guide.

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