Each Place can have its own unique catalogue, which is used for stocktake validation and replenishment.
Stocktakes can be a useful tool to monitor inventory levels and determine when replenishment is needed. The Catalogue feature is used to define current stock levels (which can be automatically updated via integration), minimum and maximum levels, and the allowed variance for a specific place. It is based on the existing SKUs stored in the Ramp Web Portal.
Once set, validation rules can be set in order to ensure that the stocktakes that are performed are an appropriate quality.
Minimum and maximum quantities are used to define the replenishment order quantities, which can be generated in Ramp's system automatically or exported as an Excel file.
Check out the articles in Stocktakes and Places to learn more about how to set validation rules, view validation reports and generate replenishment orders.
Adding SKUs to the Catalogue
1. Log on to the Ramp Web Portal.
2. On the left-hand menu, navigate to Places -> Places.
3. Select Catalogue on the place that you want to update.
4. You will see a list of SKUS that have been defined as part of the place's catalogue. If the list is empty, none have been defined yet.
5. Click Add SKU
6. A pop-up will open and display the list of SKUs already in your system.
7. To add a SKU, use the filters to search for it by name or Sku number and click the edit button on the right-hand side.
8. Once you have clicked the edit button, you will be able to edit the minimum count, maximum count, current count and allowed variance fields. Fill these out.
9. When you have filled them out, click the tick button on the right to save the values. If you want to cancel, click the cross button. Don't worry if you can't see your changes after click the save button, they will have saved.
10. Add as many SKUs as you like by repeating step 7-9.
11. Once you have finished, click Add Selected SKUs
12. The SKU(s) will be added to the list.
Updating a SKU in the Catalogue
1. Open the catalogue for the place on the Ramp Web Portal.
2. Use the filters to search for the SKU, and click Edit on the right-hand side.
3. On the same page, you will be able to change the current values of the minimum quantity, maximum quantity, current count and allowed variance.
4. Once you have changed them, click Save to save your changes. Otherwise, click Cancel to undo your changes.
Removing a SKU from the Catalogue
1. Open the catalogue for the place on the Ramp Web Portal.
2. Use the filters to search for the SKU, and click Delete on the right-hand side.
3. There will be a pop-up asking you to confirm that you want to delete the SKU from the catalogue. This doesn't delete the SKU from the system, it just removes it from the catalogue for that place.
4. Once you click Yes, delete it the SKU will be deleted from the list.