Quantity Factors

The quantity factor determines how stock control items, refunding items and order items affect stocks.

You can assign specific quantity factors to records in the Stock Transaction Type and Receipt Transaction Type info areas.

The following quantity factors are available:

  • + Pack.Unit: Quantities entered are multiplied by the packaging unit and added to stocks.
  • - Pack.Unit:Quantities entered are multiplied by the packaging unit and subtracted from stocks.
  • + Qty:Quantities entered are added to stocks as individual units.
  • - Qty:Quantities entered are subtracted from stocks as individual units.
  • 0:The quantity entered has no effect on stocks.
Note: Packaging units can be defined in the item master. They are automatically entered in stock control items records once an item has been selected. The - Qty: quantity factor is always used for samples and promotional material. Enter negative numbers in samples to determine that the quantity entered in this field is added to the stock (if samples are returned).Quantities are always entered as units.

Quantity Factor 0

The quantity factor ‘0’ can be used to enter delivered goods into the system that should subsequently be verified. Stock control and item records can be added using a receipt type that does not affect stocks (e.g. "Goods order" with the quantity factor ‘0’). The rep responsible for the stock can then compare the quantities entered in the system with the actual quantities received, and then change the receipt type, e.g. to "Goods delivered" with the quantity factor "+ Qty". Only at this point are the stocks updated in Aurea CRM.

If you then select a Stock Receipt Type or Receipt Type in the Stock Control, Refunding or Order info areas, the corresponding Quantity factor is entered.

The stock control records added automatically for the current rep within the scope of stock-taking use the quantity factor ‘0’.

Assigning Quantity Factors to Transaction Types

You can assign a fixed quantity factor to the transaction types in the Stock Transaction Type info area. The quantity factor determines how stock control items affect stocks:

If you select a transaction type in the Stock Receipt Type field in the Stock Control info area, the corresponding quantity factor is entered automatically.

Assigning Quantity Factors to Receipt Transaction Types

You can assign a quantity factor to the default transaction types in the Receipt Type Calculation info area. This info area is otherwise identical in function to the Stock Receipt Type info area.

You can define receipt types per Sales Channel (C) in the Receipt Transaction Type info area. This field is only relevant to SAP integration.

The Quantity factor and Sales Channel (C) are automatically entered in orders and refunds if a Receipt Type is selected. Packaging units are entered in the item master and transferred to item records once an item is selected.

Note: The - Qty: quantity factor is always used for samples and promotional material. Quantities are always entered as units.