Course Code: INV-11
Goal: Proactively manage inventory shortages and stock alerts by utilizing the Inventory Watch List for better forecasting and material readiness.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for warehouse managers, field support leads, service managers)

Resources Provided:

• Watch List Configuration Guide
  
• Minimum Thresholds Best Practices
• Inventory Monitoring and Alerting Tips

Learning Objectives

By the end of this session, participants will be able to:

• Set and manage minimum thresholds for critical parts.
  
• Monitor stock alerts across all locations in real-time.
• Maintain healthy stock levels to prevent project delays and service interruptions.

Session Agenda

INV11.1 Setting Minimum Thresholds for Parts

• Defining reorder points for inventory items:
  
• High-turnover parts (filters, sensors, wire)
  
• Critical spares (boards, controllers, key components)
  
• Setting location-specific thresholds based on consumption patterns.

INV11.2 Monitoring Stock Alerts Across Locations

• Viewing Watch List dashboards:
  
• Items below minimum levels
  
• Pending orders vs. stock needs
  
• Using color indicators for priority:
  
• Red: Critical low
• Yellow: Caution approaching minimum

INV11.3 Maintaining Healthy Stock Levels

• Best practices:
  
• Weekly review cycles
  
• Auto-triggering replenishment Material Requests
  
• Coordinating field and warehouse feedback loops
  
• Avoiding:
  
• Overstocking slow-moving items
  
• Running out of high-frequency parts

Hands-On Preview (Optional if time allows)

• Set minimum thresholds for a part group.
  
• Simulate a stock drop and view alert generation.
• Create a replenishment request directly from the Watch List.

Post-Session Action Items

• Review all inventory items and define minimum thresholds.
  
• Audit Watch List for missing priority tags.
  
• Establish a monthly inventory health review meeting.

Note: When scheduling, make sure to include this session code: INV-11

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