The Maximum Shelf Hold is an ordering parameter that defines the maximum amount of stock you want to have in your pharmacy for the product. For example, if a product’s Maximum Shelf Hold is set to 3, Minfos will not consider this product when generating an order if your SOH is 3 or above.

Note
The Max. Shelf Hold quantity trumps all other supplier ordering parameters. If you set a Max. Shelf Hold of 3 and a Min. Order Qty of 6 and your current SOH is 2, when you generate an order Minfos will only order you 1, so your total SOH will be 3 and you may miss out on your discounted cost price because you didn't order the minimum quantity. Refer to Supplier Ordering Parameters for further information.

You can import the Maximum Shelf Hold quantities set for a specified supplier from a file exported from Minfos by your own pharmacy or another Minfos pharmacy.

Note
Before importing new Maximum Shelf Hold quantities, it is strongly recommended that you export your current Maximum Shelf Hold quantities and save the file in a safe location. This will enable you to revert to your previous Maximum Shelf Hold quantities if required. Refer to Export Maximum Shelf Hold Quantities for further information.

From the Stock Manager module:

1. Click File.

2. Select O. Import Maximum Shelf Hold Quantities.

The Import Maximum Shelf Hold Quantities window is displayed.

3. Click the browse icon   and navigate to the file to be imported.

4. Select the file and click Open.

The Import Path and Filename are displayed in the Import Maximum Shelf Hold Quantities window.

5. Enter the Supplier Code or Supplier Name for the Maximum Shelf Hold quantities in the Supplier field, then press [Tab].

6. If required, select the relevant supplier in the Supplier Search Window and click Okay.

The selected Supplier is displayed in the Import Maximum Shelf Hold Quantities window.

7. In the Import Criteria panel, specify if the import file contains M.N.P.N’s or Supplier PDE’s.

8. Click Test Import.

The Maximum Shelf Hold Quantity Import Report is displayed.

For each product in the import file the Maximum Shelf Hold Quantity Import Report displays the result of the test import.

The Maximum Shelf Hold Quantity Import Report displays:

• No Change – Where there will be no change to the Maximum Shelf Hold Quantity for the specified supplier
• Would Update – Where the Maximum Shelf Hold Quantity for the specified supplier would change
• No Match – Where the specified PDE/MNPN in the file does not match a product with the specified supplier listed

9. Review the report to identify any issues.

10. Close the report.

The Import Maximum Shelf Hold Quantities window is re-displayed.

11. Click Import.

The Update prompt is displayed.

12. Click Yes to import the file.

The Processing window is displayed.

After the import is completed the Maximum Shelf Hold Quantity Import Report is displayed, detailing the changes.

13. Click Close to exit the report window and return to the Stock Manager module.

Tip    
Changes to Maximum Shelf Hold Quantities are reported in the Supplier Product Audit report.