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:
If you need a specific classification for a region, regardless of its member locations, use a policy override.
To learn more about primary locations and regions, check out this article: Regional consolidation: What is a primary location?