Available to Sell

Available to Sell (ATS) is an indicator that shows how many model serials can be sold right away. You can view a model's ATS in a column on the Serial Inventory Maintenance screen.

Why can't I see the ATS column in Serial Inventory Maintenance?

To view the ATS column in the Serial Inventory Maintenance screen, you need to add the ATS column AND select Show ATS in the Search options area. View Customizing Columns for help with adding the ATS column.

How ATS is Calculated

EPASS calculates ATS based on two key parameters: the Immediate Reserved Days and Immediate Ship.

Immediate Reserved Days

The default Immediate Reserved Days is set in the Invoicing Variables. It represents the average amount of turnaround time (in calendar days) it takes to receive product from your supplier.

Immediate Reserved Days can also be entered in other areas, including:

Supplier Maintenance
Brand Table
Model Table

If Immediate Reserved Days are entered in any of these areas, they override Invoicing Variables and each other. The order of override is as follows:

Example

The Immediate Reserved days on the Invoicing Variables is set to 45 days. This is the default value that the ATS calculation will factor in for all models.

However, a supplier that is fulfilling an order of dishwashers has an Immediate Reserved Days set to 30 days. The ATS will use this value instead for those dishwashers fulfilled by this supplier.

Another model of dishwasher that is also available from the same supplier is ordered as well. This model has an Immediate Reserved Days set to 60 days. The ATS calculation will now use this amount when factoring the ATS for these dishwashers.

Immediate Ship

Immediate Ship is a setting that can be activated for a Serial Type, Location, or Job Status. If a model belonging to a Serial Type, in a Location, or on an invoice with Job status that is Immediate Ship, the model is included in the ATS calculation.

	If Immediate Ship is activated...
Serial Type	The ATS calculation will include all serial numbers that belong to that serial type code in the ATS calculation.
Location	The ATS calculation will include all serial numbers within that location but ONLY if the model serial is marked ‘saleable.’ If a model serial is non-saleable (not available) within the same location it's not included in the ATS calculation until it is made saleable (available).
Job Status	The ATS calculation will include all invoices with that job status in the count.

ATS Formula

The formula to calculate the ATS is:

ATS = (Immediate QOH) - (Immediate Reserved)

• Immediate QOH is the total available serials (not SOLD or TAKEN) with Serial type and Location marked as Immediate Ship.
• Immediate Reserved is the total invoices with Delivery/Pickup date within the Immediate Reserved Days range AND Job Status marked as Immediate Ship.

Notes

• Both the Delivery/Pickup date and Job Status must qualify to be included in the ATS calculation.
• If a model is Active and Obsolete, the ATS counts all Delivery/Pickup dates and blank date fields regardless of Job Status in the calculation.
• When a model is Obsolete, all invoices with the obsolete model are counted. This is intended to prevent overselling the model.
• Serial numbers that are Exclusive Reserved to an invoice are excluded, including the invoice.

Altering the ATS Calculation

There are two options for altering the ATS calculation. These are found in Serial Inventory Variables (Tools > System Maintenance > Variables > Serial Inventory.)

Include Reserved in ATS	This option is ON by default. If it's turned off, then reserved serials are not included in the ATS calculation.
Restrict ATS Location	This option is OFF by default. If it's turned on, then the ATS calculation only includes serials from specific locations. These locations are selected from the ATS Locations dropdown.

Setting Up ATS

Follow these steps to set up and start using ATS.

1. Enter the Immediate Reserved Days in Invoicing Variables.

   • Go to Tools > System Maintenance > Variables > Invoicing.

   • On the General tab, enter your average supplier turnaround time (in calendar days) in the Immediate Reserved Days field. This is the default value that the ATS calculation will use.

     

2. Enter the Immediate Reserved Days for Suppliers, Brands, and Models.

   • You only have to enter these values if they are different than the default Immediate Reserved Days entered in Invoicing Variables.

   • Suppliers:

     • Go to AP > Supplier > Maintenance.

     • Search for the Supplier and Edit their record.

     • On the General tab, enter the turnaround time for this supplier (in calendar days) in Immediate Reserved Days.

       

   • Brands:

     • Go to Tools > System Maintenance > Tables > Brand.

     • Select a brand in the list, and then click Edit.

     • On the Settings 1 tab, enter the turnaround time (in calendar days) for this brand in Immediate Reserved Days.

       

   • Models:

     • Go to Serial Inventory > Maintenance.

     • Search for a model and Edit its record.

     • On the Model tab, enter the turnaround time for this model (in calendar days) in Reserved Days.

       

       info

       To update a large quantity of models with Immediate Reserved Days, use a Price List Template import.

3. Activate Immediate Ship for Serial Types, Locations, and Job Statuses.

   • Serial Types:

     • Go to Tools > System Maintenance > Tables > Serial Type.

     • Select a Serial Type from the list, and then click Edit.

     • Select the Immediate Ship checkbox.

       

   • Locations:

     • Go to Tools > System Maintenance > Tables > Location.

     • Select a Location from the list, and then click Edit.

     • Select the Immediate Ship checkbox.

       

   • Job Statuses:

     • Go to Tools > System Maintenance > Tables > Job Status.

     • Select a Job Status from the list, and then click Edit.

     • Select the Immediate Ship checkbox.

       

4. Add the ATS column to the Serial Inventory Maintenance screen.

   • Refer to Customizing Columns for instructions.

   • Remember to select Show ATS when searching to view the ATS amounts.

     

See Also

• Customizing Columns
• Serial Inventory Maintenance