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Difference between revisions of "13. Auto Re-Order Points"

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'''Auto Re-Order Points'''
 
'''Auto Re-Order Points'''
  
To order the same goods again.
+
To order the same goods or products on a regular basis.
  
  
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*Select '''Inventory'''  
 
*Select '''Inventory'''  
 
*'''Product Express List''' button.
 
*'''Product Express List''' button.
* Double click the '''product''' you would like to select
+
* Double click on the '''product''' you wish to select
* To the right of the Default Bin column in the top half of the screen are 3 columns containing  reorder information. Re-Order information is used by Auto Reorder and Auto Transfer functionality. To use Auto Reorder you must select the Auto Reorder option in the Main tab of the Product File You must also have a preferred supplier entered in the Main tab
+
* In the Product card under the '''Main Tab''' you will find the '''Auto Re-Order''' box in the middle of the screen
* Under the '''Main''' tab you see find the '''Auto Re-Order''' box in the middle of the screen
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* Check the auto re-order box
* Check the box
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* Under the '''Quantities''' tab you can enter your Auto Re-Order functions
* Under the '''Quantities''' tab you can enter your Auto Re-Order functions:
+
* To the right of the '''Default Bin''' column (on the top half of the Quantities window) you will find 3 columns where you can enter your reorder quantities.
  The '''ReOrder Point''' column lists the minimum amount you want your inventory to be set at
+
 
  The '''Preferred Level''' column lists the amount you prefer your inventory to replenish to
+
The '''Re-Order Point''' column lists the minimum amount you want your inventory to be set at
  The '''ReOrder Amount''' column lists the increments in which your product will be ordered to match   the number set in the preferred level column
+
 
 +
The '''Preferred Level''' column lists the amount you prefer your inventory to be replenished to
 +
 
 +
The '''Re-Order Amount''' column lists the increments in which your product will be ordered to match the number set in the preferred level column
 +
 
 +
Note: In order to use '''Auto Reorder Points''' you must:
 +
* Select the '''Auto Reorder''' option which is in the center column (under >>Copy>> ) on the Main tab of the Product card
 +
* Enter a '''Preferred Supplier''' (You will find this under the COGS Account).
 +
 
 
*Save
 
*Save

Latest revision as of 11:32, 23 October 2015

Auto Re-Order Points

To order the same goods or products on a regular basis.


Auto Re-Order Points - Do you understand how to set Auto Re-Order Points against products?


Main Menu

  • Select Inventory
  • Product Express List button.
  • Double click on the product you wish to select
  • In the Product card under the Main Tab you will find the Auto Re-Order box in the middle of the screen
  • Check the auto re-order box
  • Under the Quantities tab you can enter your Auto Re-Order functions
  • To the right of the Default Bin column (on the top half of the Quantities window) you will find 3 columns where you can enter your reorder quantities.

The Re-Order Point column lists the minimum amount you want your inventory to be set at

The Preferred Level column lists the amount you prefer your inventory to be replenished to

The Re-Order Amount column lists the increments in which your product will be ordered to match the number set in the preferred level column

Note: In order to use Auto Reorder Points you must:

  • Select the Auto Reorder option which is in the center column (under >>Copy>> ) on the Main tab of the Product card
  • Enter a Preferred Supplier (You will find this under the COGS Account).
  • Save