Maximize Efficiency: Managing Supply Items in Plex ERP


Effectively managing Material Requirements Planning (MRP) supply items is crucial for manufacturing efficiency. Plex ERP simplifies this process with advanced features designed for streamlined operations. In this post, we’ll explore key strategies for managing supply items, focusing on barcode labeling, Plex Mobile for MRO, and efficient reordering using the Supply Order screen.

Streamlining Supply Item Identification with Barcode Labels

Utilizing barcode labels significantly enhances supply item identification and tracking. The advantages include:

  • Improved Accuracy: Reduces manual data entry errors linked to inventory counts.
  • Rapid Tracking: Scanning barcodes accelerates checking stock levels.
  • Real-Time Updates: Keeps inventory data current and reliable.

Statistic: Research by Zebra Technologies reveals a 30% reduction in inventory errors when businesses implement barcode systems, which boosts overall data integrity.


Managing MRO Supply Items with Plex Mobile

Plex Mobile enhances the management of Maintenance, Repair, and Operations (MRO) supply items. Key features include:

  • Mobile Check-In/Check-Out: Employees can log items in and out, maintaining accurate inventory records.
  • Accessibility: Inventory management is possible from anywhere, reducing operational delays.
  • User-Friendly Interface: Designed for quick updates to streamline operations.

Performance Insight: Companies utilizing Plex Mobile have experienced a 25% improvement in MRO supply management efficiency, facilitating smoother processes.

Min/Max Inventory Management for Supply Items

Reordering is based on minimum and maximum quantities, ensuring that businesses are alerted when supplies run low, optimizing stock levels.

Efficient Reordering with the Plex Supply Order Screen


The Plex Supply Order screen provides a powerful way to manage inventory levels.

Ordering Supply Items

  1. Access the Supply Ordering Screen: Adjust the filters and click Search.
  2. Specify Quantities: Enter the quantity needed in the Quantity column for each supply item.
  3. Add to Purchase Order (PO): Click Add to PO, confirm order information, and click OK.

Configuration Requirements: Users can quickly access suppliers' web stores for ordering by navigating to the Supply Ordering or Purchase Orders screen and selecting Access Web Stores.

Actions required:

  • Purchase Orders - Web Stores
  • Supply Ordering - Web Stores
  • Supply Ordering
  • Purchase Orders
Settings:

Supplier ---> Show Webstore Detail

Related setup:

Web Store Name and Web Store URL are assigned on the supplier screen

Understanding the Differences: Supplies vs. Parts

Plex ERP distinguishes between supplies and parts, which is essential for inventory management:

CriteriaSupply ItemsParts
TraceabilityNo lifecycle traceability neededRequires detailed traceability
Monetary ValueTypically expensed upon purchaseHas monetary inventory value
Inventory TrackingTracked by quantity onlyTracked with unique serial numbers
Control PlansNot applicable for quality trackingControl plans and checksheets created per operation
Reordering MethodBased on min/max quantitiesDetermined by Material Requirements Planning (MRP)

Best Practices for Effective Management

To maximize the effectiveness of Plex ERP in managing supply items, companies should adopt these best practices:

  1. Conduct Regular Inventory Audits: Monthly checks help adjust Min/Max levels based on demand changes. Use Plex’s analytical tools to track patterns.

  2. Invest in Comprehensive Staff Training: Ensure employees are well-trained to leverage Plex Mobile and understand inventory management principles.

  3. Implement Integration Strategies: Connect Plex ERP with existing systems, to enhance data flow and minimize silos.


Tools for Supply Item Management

Plex ERP provides several specialized reports and screens to manage supply items effectively:

  • Supply Usage Summary by Date: Details supply usage with direct links to item usage screens.
  • Supplies Data Screen: Displays intricate details about each supply item.
  • High Cost Item Usage Summary: Highlights supplies whose usage exceeds a specified cost threshold.
  • Supplies Inventory Valuation: Displays the total valuation of supply items in inventory.

Available Notifications (Additional notifications can be created)


Notification TypeDescription
Minimum Supply Item NotificationNightly notification that alerts users when supply items are below their minimum quantity levels.
Excessive Supply Usage NotificationAlerts users if a supply item has exceeded the Excessive Usage Limit for a given equipment record.

Available Settings  (Review)

  • Supply Inventory → Order By Requisition Only
  • Supply Inventory → New Release Always
  • Supply Inventory → Order to Max
  • Supply Inventory → PO New Always
  • Supply Inventory → PO New for Each Order Line
  • Supply Inventory → Standard Order Quantity Use
  • Supply Item Ordering → Blanket POs Only
  • Supply Item Ordering → Inventory Level at Minimum Row Highlight
  • Supply Item Ordering → Order to Max No Exceed Max Use
  • Supply Item Ordering → Requirements Only Include At Minimum

Conclusion

Efficiently managing MRO supply items via Plex ERP enables manufacturing companies to optimize operations significantly. By integrating barcode technology, mobile management systems, and advanced reordering practices, organizations can enhance their operational performance.

Adopting these methods will not only reduce costs but will also prepare your business for the dynamic challenges of the future.


Other Related Articles

Streamlining Inventory Management: Setting Up Default Receiving Locations in Plex ERP for MRO / Supply Items

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