Storeroom and Stocking Policies

A storeroom is an inventory asset: a node in your asset model where stock is kept. Modelling it as an asset puts stock in the same hierarchy as the machines it serves.

Create the Parts Room

1. Navigate to Configuration → Ops → Assets. If CoreForge\Philadelphia\Storage doesn't exist yet (you create it in the Trace course), add it as an area.
2. Under Storage, add an asset named Parts Room.

A stocking policy sets the rules for one part in one storeroom. The same part can have different rules in different storerooms.

Setting	Meaning
Min / Max	The acceptable range of stock on hand
Reorder point	When stock on hand falls to this level, reorder
Reorder qty	How much to order
Safety stock	The last-resort buffer: falling below it means an urgent shortage
Cycle count	How often, in days, the part should be physically counted
Is stocked	Whether the part is actively managed here

Set the stocking policies

1. In Inventory → Parts, expand CF-INS-CNMG432 and click Set Policy (the shield icon) for the Parts Room.

2. Enter these policies, all stocked:

   Part	Min	Max	Reorder point	Reorder qty	Safety stock	Cycle count (days)
   CF-INS-CNMG432	20	100	30	50	10	30
   CF-BRG-7014	2	6	2	4	1	90
   CF-FLT-COOL10	4	24	6	12	2	30
   CF-HOSE-075	10	50	15	25	5	90

note

If the Parts Room isn't listed under a part yet, receive some stock first (Receive and Issue Stock), then come back and set the policy.

Set the reorder point above the safety stock. The reorder point starts replenishment in good time; safety stock is what you live on while the order arrives.

Reference Materials: Stocking Policies

Stocking Policies

A stocking policy defines how a specific part should be managed at a specific inventory location. Policies drive reorder alerts and cycle count scheduling.

Expand a part row in the Parts screen, then click the Set Policy button (shield icon) next to an inventory location to open the Part Policy Editor.

Field	Description
Inventory Asset	The storeroom this policy applies to
Min Qty	Minimum acceptable on-hand level
Max Qty	Maximum stock level (used to cap reorder qty)
Reorder Point Qty	When on-hand drops to or below this level, a reorder is triggered
Reorder Qty	Quantity to order when reorder point is reached
Safety Stock	Buffer below the reorder point — alerts before stock hits zero
Cycle Count	How frequently (in days) this part should be physically counted
Is Stocked	Whether this part is actively managed at this location

Click Save to apply the policy.

tip

Set Reorder Point higher than Safety Stock. The reorder point triggers a replenishment order; safety stock is a last-resort buffer that signals an urgent shortage.

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From Setting up Inventory › Stocking Policies →