Using the “List Suggested Reorder…”
Each "Item" record contains information to assist in letting you know when to order inventory. Some of the information, such as the Qty on Hand, Qty on Sales Order and Qty on PO’s, is maintained as processes occur within the system. Other information, such as the Qty Min Stock and the main Vendors for the Items, is entered by you and used in calculations.
Production dept > Item menu > List Suggested Reorder…
The screen opens for locating Items for reordering.
There are some options for locating Items.
You can locate Items related to a certain Vendor or Vendors.
The "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 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 that 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: |(Qty on Hand) + (Qty on PO) - (Qty on SO) - (MinnQty)|= (Low by). This formula will eventually take into account the forecast information also.
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 PO.
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 PO's.
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 the 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.