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Understanding classification for regions
Understanding classification for regions
Judi Zietsman avatar
Written by Judi Zietsman
Updated over 2 months ago

Classifying inventory at the regional level can be a bit tricky. Here's how it works in the app:

Two Scenarios:

  • Region with NO Primary Location:

    • The region's classification is determined by the "most stocked" status of its member locations. The hierarchy is: Stocked > Non-Stocked > Obsolete.

    • If the region ends up "Stocked," it will be auto-classified.

    • If it's "Non-Stocked" or "Obsolete," it will be manually classified.

  • Region WITH a Primary Location:

    • The region's classification is copied directly from its primary location.

    • If the primary location is auto-classified, so is the region.

    • If an item doesn’t exist at the primary location, the NO Primary Location rules will be used instead.

Manually Changing Classification:

  • You can manually change the stocking indicator for a region on the Stock Enquiry page if the stocking indicator is not being imported from the ERP system.

  • Changing to "Non-Stocked" or "Obsolete" will stick and make the item manually classified.

  • Changing to "Auto Classified" might not remain stocked. The auto-classification rules will run during the next update and could change it again.

Tips & Tricks:

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