Stock Settings

Manufacturing Defaults

Replenishment Horizon Days: The default replenishment horizon days for new stock records.

Aggregate Demand Days: The default aggregate demand days for new stock records.

Reschedule Works Orders: The default setting for new stock records.

Reschedule Purchase Orders: The default setting for new stock records.

Order Rule: The default setting for new stock records.

Aggregate by Calendar Month: The default setting for new stock records.

Aggregate by Calendar Week: The default setting for new stock records.

A full explanation of these fields will be covered in the Cim50 Stock Record section.

Printing Defaults

Print Labels: The default setting for new stock records.

Label Printing Method: The default printing option applied to new stock records.

Print GRN Note: This setting determines whether a GRN note is to be printed when goods are received into the system.

A full explanation of these fields will be covered in the Cim50 Stock Record section.

Goods Receipt Settings

Update supplier prices on goods receipt: This setting determines whether the system will update the relevant stock record supplier cost price (if one exists) with the price from the PO when goods are received.

Allocate Works Orders when receiving goods: This setting determines whether you can allocate goods to works orders when processing a purchase order receipt. If enabled, you will be presented with the ‘Allocate Works Orders’ screen once you have finished receiving goods.

Allow users to over receive: This setting determines whether you will be able to receive more than is outstanding on a purchase order.

Supplier delivery note number mandatory: This setting determines whether you are forced to fill in a supplier delivery note number or not.

Traceable items location mandatory:  When checked, this option will determine whether the location of traceable items (Batch and Serial Numbers) are mandatory.

Warn user if price is zero: This setting determines whether you will be warned if they are receiving goods that have zero cost specified on the Purchase Order.

Issue Projects when receiving goods: This setting determines whether goods received via Cim50 for Purchase Order lines that are linked to Projects are automatically issued to the project when received or not.

Auto Select Project Issue traceable items when receiving: This setting determines whether the system automatically picks batches/serial numbers on a FIFO basis when issuing stock to projects, or if you must specify and confirm them manually.

Quarantine Settings

Allow Part Inspections: This setting determines whether the system will allow you to inspect less than is awaiting inspection. Should this setting be enabled, you can part-inspect items in quarantine. The items passed will be booked into stock and any outstanding items that require inspection will be available in quarantine.

Auto Generate Inspection/Rejection Number: This setting determines whether the inspection/rejection number fields should be automatically populated when carrying out a quarantine inspection. If enabled, the next number will be pulled from the ‘Next Inspection No’ and ‘Next Rejection No’ fields.

Default print quarantine inspection report: When ticked, the Quarantine Transfer report prints automatically after a credit note has booked lines into quarantine. When unticked, Cim50 asks first.

Stocktake Settings

Allow Stock Movements During Stocktake: This setting determines whether the system will allow you to carry out stock movements for items that are on ‘live’ stock count lists. If this setting is checked, you will be able to process stock movements as required. If it is left unchecked, you will receive a message advising that you cannot adjust items being counted whenever you try and process any movement type.

Show Expected Quantities on Count Sheet: This setting determines whether expected quantities print out on stocktake count sheets or not.

Automatically generate stocktake reference: This setting determines whether the system automatically generates a stocktake reference or not. If enabled, the stocktake reference generated will be based on the date the stocktake is created.

Location register

• Use Stock Location Register — when ticked, every location used anywhere in Cim50 must come from the Location Register. The first time you tick this option after upgrading, Cim50 pre-populates the register with the distinct locations already in use on your stock records and traceability data so you don’t have to type them all in again.
• Allow ad-hoc locations during stock setup and receipts — only available when “Use Stock Location Register” is ticked. When this sub-option is ticked, a user who types a location that is not yet in the register is offered the option to add it. When this sub-option is unticked, users must choose an existing location from the register and an unknown location is rejected with an information message.

When the register is in use, the location drop-downs on stock records, goods receipts, traceable and multiple stock adjustments, quarantine inspections, works-order completions, BOM builds and the shop-floor terminal all draw their list from the register. See the Location Register article for how to maintain the list itself — the register is a new tab on the same Stock Settings screen, listed alongside Stock Settings, Traceability, Analysis Codes and the other tabs in the left-hand panel.

Traceability — past-date behaviour

These two options work in conjunction with the warnings shown when you despatch, issue or adjust traceable stock:

• Allow despatch / issue / adjustment of items past their Sell By date — controls only whether a warning is shown. When ticked, no warning appears and past-date stock moves silently. When unticked, a Yes / No warning appears at confirm time whenever any batch or serial number being despatched, issued or adjusted is past its Sell By date — Yes lets the transaction proceed with the past-date stock included, No cancels so the user can pick a different batch. Past-date batches always remain selectable on the relevant screen; the transaction is never blocked outright.
• Allow despatch / issue / adjustment of items past their Use By date — same behaviour as the Sell By tick box, but for the Use By date.

Auto Pick priority

The Auto Pick Method drop-down controls which batch or serial number Cim50 picks first when it picks traceable items for you. The four choices are:

• FIFO — first in, first out. The oldest batch (by receipt date) is picked first.
• LIFO — last in, first out. The most recently received batch is picked first.
• Sell By — the batch with the earliest Sell By date is picked first.
• Use By — the batch with the earliest Use By date is picked first.

Pick the option that matches how you want your stock rotated. Sell By and Use By are particularly useful for short-life items where the oldest item by receipt date may not be the one closest to expiry.

This setting is used across the system anywhere Cim50 picks batch or serial numbers for you. That includes:

• The “Auto-Select” button on the Despatch Batch/Serial Number screen (New Delivery Note and Amend Delivery Note).
• The “Auto-Select” button on the Pick Batch/Serial Number screen (New Picking List and Amend Picking List).
• The “Auto-Select” button on the Project Issue traceable screen (single and multiple project issues).
• The “Auto-Select” button on the BOM Kit Build screen used when despatching a kit through a sales order.
• The Picking List allocation screen, where stock is allocated to a sales order without despatching.
• The “Auto Select Traceable Items” Stock Control setting that skips the prompt and picks automatically.

The button on each of those screens is re-labelled to match the chosen method — for example “Auto-Select Use By” instead of “Auto-Select FIFO” — so the user can see at a glance which rule will be applied. The picking order is the same wherever the button appears.

Works Orders, BOM Builds and the Shop Floor terminal also honour the same Auto Pick Method when they auto-select components.