Purchasing from Forecasts
This Technical Note defines how to issue PO’s from within "Forecast" window. The "Forecast" window in the Production Dept under the Items menu.
You are familiar with the "Purchase Order" and "Forecasting" features of CommerceExpert/WebClerk.
You understand how to use the "Searching" fields (bold) and how to select Items from a list ("Command" and "Shift" key options) within CommerceExpert/WebClerk.
You have defined the [Items]QtyMinStock and[Items]QtyOnHand in the "Item" records.
Reorder from Forecast window
1. Production Dept > Items menu > Forecast…
The "Forecasting" window will open.
If there are specific Items you wish listed regardless of their activity, use the "Search" button to list these Items.
Click the "By Items" button to forecast including the "Item" records or "By Orders" to forecast by open Orders and Proposals.
2. Select the lines representing the Items you desire to purchase.
3. Click on the "New PO" button.
The "Separate Reorder" window will open. Multiple windows may be opened. Use these windows to issue PO’s.