Min Max Maintenance - Merlin to Pronto

Min Max Maintenance - Merlin to Pronto

This  is the process for Franchise stores using Merlins Cobalt ERP to update their Min/Max’s in readiness for Go-Live on Pedders iQ.

1.    In Cobalt Create a Stock Level Report for a Product Group


2.    Include Reserved Stock on hand


3.    Enter the Product Group parameters

·         Product Group

·         Positive stock on hand

·         Summary Report


4.    Record the first and last Pedders part Numbers in the report, and close the report,



5.    Go to Parts > Bulk Min/Max Update > Bulk Load


6.    Enter the Product Group Parameters (i.e. SHOCKS)

·         First and Last Part Number of the product group

·         Product Group


7.    With the Min/Max Screen open, adjust Stock on Hand with no Minimum or Maximum value

 

Before Adjusted


After Adjusted


Once all Min/Max’s have been completed for the product group, Select Bulk Update from the bottom of the screen to save changes.


Repeat Min/Max Maintenance for all other Product Groups.
    • Related Articles

    • Importing a Merlin XML order file into Pronto Sales Orders

      This document explains how to set up the users File library to allow the importing of Merlin Purchase from Pedders stores in the Merlin format then upload them directly into the Pronto ERP Sales Order Modules. The user can then access the new Sales ...
    • Pronto Multiple Sessions

      Some Pronto users are logging into Pedders IQ more than once on their computers through OKTA. This causes others to be blocked from accessing their accounts as each login uses an extra Pronto license, we have only allocated one for each user. The ...
    • Refund or Credit, Including Merlin

      Other sales – Refund/Credit Located on the Home screen, the Other Sales button opens a new layer of buttons giving the user a selection of options to carry out a specific function, the Other Sales button selection includes Estimate, Transfer, Account ...
    • Inventory reorder using Min-Max including committed items - Purchase Order Module

      Inventory reorder using Min-Max including committed items Inventory Reorder Process To reorder Pedders items for a daily stock replenishment. A step process has been set to assist with selection and ordering of items. From the main screen, side menu ...
    • Data uploads – Franchisee datasets - Min-Max Item Upload

      Data uploads – Franchisee datasets  Once the files are released to load you will get an email as below, showing that the files are saved in the SharePoint directory for you to upload.   PS. These assume that all MDM data have been replicated to ...