Inventory Selection

Understanding Inventory Selection

What is Inventory Selection?

Inventory Selection is a method for filtering specific items within Canary7 based on various criteria such as item attributes or location details. It allows you to delineate between different groups of items, which can then be applied to rules and processes within the WMS system.

For example, you can create an Inventory Selection for Pickable Inventory, which identifies only those items eligible for picking, regardless of the locations they are stored in. This is particularly useful when you want to ensure that certain items are allocated, picked, or replenished while excluding others from those processes. For 3PLs you can create an Inventory Selection to separate items belonging to a specific Company (Typically the supplier to a 3PL) which can help streamline processes where inventory workflows differentiate between 3PL clients depending on their operational requirements.

To define the parameters of an Inventory Selection, you can use Comparison Operators. These operators allow you to filter inventory based on specific item attributes, such as Company, Inventory Status, or Item Category.

 Using Inventory Selections in Workflow

Once created, Inventory Selections can be used to filter and apply rules to items across various operations, including:

• Picking Job Creation: Ensure only items within the selected inventory pool are considered for picking jobs.

• Replenishment Rules: Target specific items for replenishment based on defined criteria.

• Cycle Counts: Apply inventory selections to specific items that need to be included in cycle counting processes.

This ability to filter inventory based on item-specific attributes ensures more refined control over your warehouse operations.

Available Criteria for Item Selections:

• Item: Select specific items based on their unique identifiers (e.g., Item Code, SKU).

• Company: Filter items belonging to a particular Company (e.g., items from a specific supplier or customer, useful for 3PL operations).

• Location: Define selections based on the location where items are stored within the warehouse.

• Warehouse: Target items located in specific warehouses if you are managing inventory across multiple sites.

• Item Minimum Stock Level: Filter items that fall below a defined minimum stock threshold, useful for replenishment or stock management.

• Item Maximum Stock Level: Similarly, target items exceeding a defined maximum stock level, which could be useful for clearing excess stock or redistributing.

• Item Category: Classify items based on their category (e.g., perishable goods, electronics), allowing for more granular control.

• Item Group: Group items together based on shared attributes, helping to streamline processes for similar items.

• Item Status: Use item status (e.g., available, quarantined, damaged) to select items that are eligible for specific processes like picking or packing.

• Item Batch: Filter items based on batch numbers, ideal for managing products that require traceability or are subject to expiration dates.

By applying these criteria with comparison operators (e.g., equals, greater than, less than), you can create highly specific Item Selections that are perfectly aligned with your operational needs.

Accessing Inventory Selection

Within the Navigation menu, click on the search bar and type ''Inventory Selection'' and click on "Inventory Selection". Inventory Selection is also in Configuration, under Functional Area Setup > Inventory Control Setup > Inventory Selection.

Adding an Inventory Selection

Enter the name of the Inventory Selection

Choose a new one that is relevant for this selection.

Complete the Where Tab

This tab allows you to set rules that involve logic and comparison operators. For example, create a selection for Items across two Warehouse locations.

Set your initial criteria and click the Submit button.

Once all desired criteria has been added, select Save.