Inventory Templates

What is the Inventory Templates application?

Suppose you have an installation company with a central warehouse and fifty service vans where you also store parts and materials that your technicians need daily when carrying out repair orders, for example. To prevent parts from running out in the service van and your technician being unable to repair them, it is logical that you want to set a minimum number of parts for each van. Manage these different warehouses with Microsoft Business Central. It can be quite a challenge with the standard functionality, as you have to set everything up manually for each warehouse, even if something changes. With Bluace’s Inventory Templates application, you can create inventory templates, which you can then assign to any warehouse to which this applies. Using these templates will save you a lot of time and make it easier to make changes.

Hoe werkt de Inventory Templates applicatie?

Using the Inventory Templates app, you’ll start by creating inventory templates. For example, you can make inventory templates for specific item groups, functions, tasks, and resource groups. Once the templates are ready, assign one or more inventory templates to a particular location. If you assign more than one template to a branch, they will be combined, and if items are present in multiple templates, all quantities will be added together. This does not apply to the fixed lot size, as the highest number is automatically used. Also, they cannot be combined if different inventory templates are used for the replenishment method or ordering policy. For each location you have assigned inventory templates to, you must designate one template as the default. The application uses the replenishment method from this stock template for items not appearing in an inventory template.

Once you have completed all the settings, synchronizing the inventory templates will create SKUs and transfer routes. Each location will have its SKU for each item or variant unless a particular item is excluded. If one of the assigned templates has “transfer” as a replenishment method, transfer routes between those branches are also created.

Furthermore, the Inventory Templates application can also create reports to see if there is excess stock in one of the branches. Such excess inventory occurs when the current inventory exceeds the minimum required inventory, the minimum order quantity, and the available demand. In addition, the application allows you to recover the surplus by creating a transfer order.

Functionalities of the Inventory Templates app

• Create inventory templates for specific item groups, functions, faking, resource groups, and more;
• Assign created templates to one or more branches;
• Automatically create SKUs and transfer routes for each location using assigned inventory templates;
• View clear reports where excess stock is present and move it if desired.

Benefits of the Inventory Templates app

• Say goodbye to manual settings for every warehouse;
• Create templates and use them for multiple locations;
• Easily make changes to your branches;
• Insight into (excess) stock in all warehouses;
• Quickly transfer inventory using transfer orders.

Download Inventory Templates in the Microsoft AppSource

Bluace’s Inventory Templates application is available for download in Microsoft AppSource. You can add this application to your Business Central environment without your implementation partner. Just be aware that your software can change and react unexpectedly. Bluace’s team is on hand to guide you through application downloads and ensure hassle-free expansion of your environment.

Microsoft Dynamics 365 Business Central

As mentioned, the Inventory Templates application adds to your Microsoft Business Central environment. Business Central is an easy-to-implement ERP solution that supports automating and connecting your business processes. It is also a SaaS solution, meaning you decide what you need. Want to know more about Business Central? We are happy to explain it to you.