Simon Clive at 23:27, 25 October 2011

2011-10-25T23:27:40Z

Simon Clive: Created page with "Auto Re-Order Do you understand why you would activate the Auto Re-Order function? The auto re-order function will display the product quantity tab first and highlight the colu..."

2011-06-27T07:07:41Z

Created page with "Auto Re-Order Do you understand why you would activate the Auto Re-Order function? The auto re-order function will display the product quantity tab first and highlight the colu..."

New page

Auto Re-Order

Do you understand why you would activate the Auto Re-Order function?

The auto re-order function will display the product quantity tab first and highlight the columns that govern auto re-order,
available, reorder, preferred level & reorder amounts. The auto re-order process will create a Smart Order. From the
Smart Order you have the ability to create a Purchase Order.

Select Inventory Tab on Main Menu
Select Products Express List
Then open up the product that you wish to manage auto re-order for.
Select Quantities Tab at the top of the screen.
Select the Department (you may wish to re-order different amounts for each department.)
Set the Re-Order tabs for:

ReOrder Point - at what number do you want the auto reorder to trigger from.
Preferred Level - at what level of quantities do you want to have the product stocked at.
ReOrder Amount - what numbers to you want to reorder at a time.
Select Save

Note: If you do not want to have a product reorder at a preferred Level but want to have a smart order auto created when
a SalesOrder/invoice is entered into the system and puts the stock into negative. Set the Quantities tab accordingly:

ReOrder Point => 0
Preferred Level => 0
ReOrder Amount => 1

Go Back to the Main tab on the product
Select Auto Re-Order
And select Auto create Smart Order

Select Inventory Tab
Then select Auto ReOrder Button
By ticking Show Order at the bottom of the Screen the Smart Order will load onto the screen for further changes
prior to converting to a Purchase Order.
Select Every Department or untick to select per department
Select Every Supplier or untick to select a supplier
Select Start

A Smart Order is created to order the product to bring the stock levels up to the Preferred Level already set in the product card.
From the Smart Order you can make any alterations to the order before converting to a purchase order. Ensure a supplier is
chosen
Tick the Show Button at the bottom of the Smart order so you will then be able to view the purchase orders on screen to confirm
they are correct.
Click on Create Purchase Order, this will then create and show you the purchase orders for each supplier chosen.

Note: Items that have Re-order levels set and auto reorder button is ticked, within the Inventory product card, will automatically
show on a smart order when the Auto ReOrder button is selected and run.

@@ Line 1: / Line 1: @@
-Auto Re-Order
+'''Auto Re-Order'''
 Do you understand why you would activate the Auto Re-Order function?
-The auto re-order function will display the product quantity tab first and highlight the columns that govern auto re-order,
+The '''Auto Re-Order''' function will display the product quantity tab first and highlight the columns that govern auto re-order, '''Available''', '''ReOrder''', '''Preferred Level''' &amp; '''ReOrder''' amounts. The auto re-order process will create a '''Smart Order'''. From the Smart Order you have the ability to create a '''Purchase Order'''.<br>
-available, reorder, preferred level & reorder amounts. The auto re-order process will create a Smart Order. From the
 Smart Order you have the ability to create a Purchase Order.
-Select Inventory Tab on Main Menu
+Set the '''Re-Order''' fields for:
-Select Products Express List
-Then open up the product that you wish to manage auto re-order for.
-Select Quantities Tab at the top of the screen.
-Select the Department (you may wish to re-order different amounts for each department.)
-Set the Re-Order tabs for:
-	ReOrder Point 	- at what number do you want the auto reorder to trigger from.
+*'''ReOrder Point''' - at what number do you want the auto reorder to trigger from.
-	Preferred Level 	- at what level of quantities do you want to have the product stocked at.
+*'''Preferred Level''' - at what level of quantities do you want to have the product stocked at.
-	ReOrder Amount	- what numbers to you want to reorder at a time.
+*'''ReOrder Amount''' - what numbers to you want to reorder at a time.
-Select Save
+*Select '''Save'''
-Note: If you do not want to have a product reorder at a preferred Level but want to have a smart order auto created when
+'''NB''' If you do not want to have a product reorder at a preferred Level but want to have a smart order auto created when a '''SalesOrder/invoice''' is entered into the system and puts the stock into negative.
-a SalesOrder/invoice is entered into the system and puts the stock into negative. Set the Quantities tab accordingly:
-	ReOrder Point => 0
+*Set the '''Quantities''' tab accordingly: '''ReOrder Point 0''' -&nbsp;'''Preferred Level 0''' -&nbsp; '''ReOrder Amount 1'''
-	Preferred Level => 0
+*Go Back to the '''Main''' tab on the product card and select the'''Auto Re-Order''' and '''Auto Create Smart Order''' Radio Buttons<br>
-	ReOrder Amount => 1
-Go Back to the Main tab on the product
+<br>
-Select Auto Re-Order
-And select Auto create Smart Order
-Select Inventory Tab
+<br>
-Then select Auto ReOrder Button
-By ticking Show Order at the bottom of the Screen the Smart Order will load onto the screen for further changes
-	prior to converting to a Purchase Order.
-Select Every Department or untick to select per department
-Select Every Supplier or untick to select a supplier
-Select Start
-A Smart Order is created to order the product to bring the stock levels up to the Preferred Level already set in the product card.
+'''NB''' Items that have '''Re-Order levels''' set and auto reorder button is ticked within the Inventory Product card, will '''Automatically '''show on a smart order when the '''Auto ReOrder''' button is selected and run.
-From the Smart Order you can make any alterations to the order before converting to a purchase order. Ensure a supplier is
-	chosen
-Tick the Show Button at the bottom of the Smart order so you will then be able to view the purchase orders on screen to confirm
-	they are correct.
-Click on Create Purchase Order, this will then create and show you the purchase orders for each supplier chosen.
-−
-−
-−
-	Note:  Items that have Re-order levels set and auto reorder button is ticked, within the Inventory product card, will automatically
-	show on a smart order when the Auto ReOrder button is selected and run.

4 Auto Re-Order - Revision history

Simon Clive at 23:27, 25 October 2011

Simon Clive: Created page with "Auto Re-Order Do you understand why you would activate the Auto Re-Order function? The auto re-order function will display the product quantity tab first and highlight the colu..."