List Suggested Reorder
"List Suggested Reorder" is a menu item which opens a window for locating Items which are low in quantity based on their current open Orders, Purchases and On Hand Quantities.
In the "Item" records, note the "Minimum Quantity On Hand" and the "Minimum Order Quantity". If there is a primary Vendor for the Item, enter their VendorID in the "Item" record.
Production menu > List Suggested Record
A window will open for managing Items.
On the left is the Vendor information
On the right is Item tools.
The "Vendor Search" area in the upper left hand corner allows you to Search by Vendor Account Code, Company name, phone number, attention name or zip code. The "Search" button allows you to open the "Search Editor" for more options in Searching the "Vendor’s" file.
The "Low Items" button is Searched upon the following equation:
Qty on Hand + Qty on PO (Purchase Order) - Qty on SO (Sales Orders) is less than the Qty Min (Minimum) Stock .
There are some options for locating Items. You can locate Items related to a certain Vendor or Vendors.
The “Low by Vend” and “Ref by Vend” buttons are to be used in conjunction with the Vendor highlighted in the Vendor list.
If the “Low by Vend” button is clicked, the Items that are in need of reordering for the selected Vendor are listed.
If you want to see the status of all Items that are related to Vendor, click the “Ref by Vend” button. Each Item that has the Vendor designated in the "Item" record will be listed.
Another option for locating Items that are in need of reordering is to click the “Low Items” button. This locates and lists the Items.
The formula used to locate Items is as follows:
The "Search" button allows you to open the "Search Editor" for more options in Searching the "Item" file.
You can omit or select highlighted lines by using the “Select” and “Omit” button.
If you wish to highlight one or a group of lines and have them become the selection in your list, use the “Select” button.
If you wish to highlight one or a group of lines and have them taken out of your list, use the “Omit” button. This is helpful when selecting Items to go to a Purchase Order.
When a selection of Items has been made, actions can be taken on the Items. At this point, reports can be run and/or Items put on Purchase Orders.
To put an Item or group of Items on an existing Purchase Order, you need to type in the desired PO number and click the “Add to PO” button with the desired lines highlighted. This automatically adds the lines to the existing PO.
To create a new PO for an Item or group of Items, click the “New PO” button with the desired lines highlighted. All highlighted Items will be put on a new PO.