Managing MRO Supply Items in Plex ERP

Effective management of Maintenance, Repair, and Operations (MRO) supply items is essential for manufacturing efficiency. Plex ERP provides robust tools for handling supply item management, from adding new items to tracking usage and managing inventory. This guide outlines the key processes involved.

For additional info see: 

http://blog.themerlanos.com/2025/10/maximize-efficiency-managing-supply.html 

https://blog.themerlanos.com/2025/05/streamlining-inventory-management.html

Adding Supply Items

Steps to Add a Supply Item

1. Access the Supply List Screen: Begin at the Supply List within Plex ERP.
2. Click Add: Utilize the Action Bar to start adding a new supply item.
3. Complete the Item Detail Form:
   • Supply No: Short identifier (required).
   • Brief Description: A short description of the item.
   • Description: Detailed information for purchase orders.
   • Item Type: Specify the type of supply item (required).
   • Supply Category: Classify the supply item.
   • Responsibility: Assign a responsible person.
   • Active: Set the item status as active or inactive.
4. Add Additional Details: Depending on your needs, include items like accounts, manufacturer details, and pricing.
5. Click Ok: Save the new supply item.

Configuration Requirements

When adding supply items, adhere to specific field requirements to ensure proper setup. For example, avoid special characters in the Supply No field.

Adding Prices for Supply Items

Steps to Add Prices

1. Access the Supply List: Navigate to the Supply List screen.
2. Adjust Filters and Search: Locate the item by adjusting filters.
3. Click on Item No: This will take you to the Item Detail screen.
4. Click Suppliers Prices: Access pricing details.
5. Click Add: Initiate adding a new price.
6. Complete the Pricing Form: Specify details such as:
   • Supplier
   • Part No
   • Standard Purchase Quantity
   • Standard Unit Price
   • Lead Time
7. Click Ok: Save your pricing details.

Ordering Supply Items

Steps to Order Supply Items

1. Access the Supply Ordering Screen: Begin at the Supply Ordering section in Plex ERP.
2. Adjust Filters & Search: Set your desired filters and click Search to display supply items.
3. Specify Quantities: For each supply item:
   • Enter the desired quantity in the Quantity column.
4. Add to Purchase Order: On the Action Bar, click Add to PO.
5. Verify Order Information: In the Add Supply to Purchase Order window, review the order details and make any necessary changes.
6. Click Ok: Submit and finalize your order.

Configuration Requirements

Ensure you correctly set up supplier preferences and purchase order behaviors as needed.

Managing Supply Inventory

Recording Supply Usage

1. Access the Supply Item Usage Screen: Find this feature in your dashboard.
2. Specify Usage Details:
   • Check In or Check Out: Select the appropriate radio button based on inventory movement.
   • Supply No: Enter the specific supply item.
   • From Location: Specify the supply's inventory location.
   • Quantity: Indicate how much is being used.
   • Used By: Assign the user responsible for the transaction.
   • Date: Confirm the date of usage.
3. Accounting Information: Associate usage with account numbers or job numbers as necessary.
4. Optional Notes: Include any relevant notes for record-keeping.
5. Click Ok: Save the usage record.

Editing Supply Inventory Quantity and Location

1. Access the Supply Inventory Screen: Navigate to this section.
2. Adjust Filters and Search: Locate the item you wish to edit.
3. Select Item: Click to highlight the supply item.
4. Click Edit: Make necessary changes to the location and quantity.
5. Click Ok: Save changes.

Moving Supply Items

1. Access the Supply List Screen.
2. Select Item: Identify the supply item to be moved.
3. Click Move: Initiate the moving process.
4. Specify Destination: Enter the new location and quantity to be moved.
5. Click Ok: Complete the moving action.

Reporting Supply Item Usage

To keep track of inventory efficiency, Plex ERP offers several important reports:

• Supply Usage Summary by Date: Provides detailed usage information.
• High Cost Item Usage Summary: Lists items exceeding a specified cost threshold.
• Supplies Inventory Valuation: Displays the supplier prices for requested items.

Inactivating Supply Items

1. Access the Supply List Screen.
2. Select the Supply Item: Find the