Difference between revisions of "How do I Run a Reorder Report?"

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== Summary ==
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== Summary ==
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The following article explains how to run a re-order report in Platinum.
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Choose from the articles detailed below to assist you with Stock Reordering.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|{{ST}}|Reordering}}
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Please choose the article which best suits your reordering needs:
  
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* Choose {{Menu|Reorder Report}} from the menu.
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=== An In Depth Guide to Reordering ===
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* Enter the range of items for which you want to reorder:
 
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** {{DataPrompt|Supplier}} - Only show items that need reordering from this supplier.
 
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** {{DataPrompt|Group}} - Only show items with this Stock Group.
 
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** {{DataPrompt|Stock From/To}} - Enter a range of stock codes to include in the report. Leave this blank if you want everything or are using other ranges.
 
  
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* Press {{KeyPress|F5}} to view the results on the screen.
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The Reordering program in Platinum has been designed to provide you with tighter, more efficient stock control by having the system review your maximum and reorder levels regularly, taking sales, orders and stock levels into account, and once you have reviewed and confirmed your maximum and reorder levels, you can then place orders based on these levels. It is intended to help you to achieve the best possible stocking levels and stock turn.
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** The items to order will be displayed.
 
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** Press {{KeyPress|F5}} to tag the lines that you wish to order.  The column on the far right lists the quantity that the system will order.  You can change this amount by moving across and editing the value.
 
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** Items shown in blue need to be ordered for customers.
 
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** Items shown in black need to be ordered for stock.
 
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** Press {{KeyPress|F5}} to tag individual lines if you do not want to reorder all the items shown.
 
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** Press {{KeyPress|F6}}.
 
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** Click {{Button|Tagged}} if you have chosen individual lines.
 
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** Click {{Button|Untagged}} if you have chosen nothing and simply want to reorder everything.
 
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** In the {{DataPrompt|Supplier: }} field, enter the account code for the supplier in question, or [[How do I find a supplier?|search]] for a supplier. (If you leave the supplier field blank, Platinum will place the order with the preferred supplier stamped on the parts; if no supplier has been stamped, then an order will be created on the 'POP' account)
 
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** Click {{Button|OK}}.
 
  
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* Should you want to print the report, rather than view it on the screen, press {{KeyPress|F2}} instead of {{KeyPress|F5}} at the range screen.
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If you wish to take advantage of the full capabilities of this option, please click [[An in depth guide to reordering|here]].
  
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== See Also ==
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=== A Quick Guide to Reordering ===
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* [[Creating a Stock Item]]
 
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* [[How do I find a stock code?]]
 
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* [[Adding a Reorder Level to a Stock Code]]
 
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* [[Adding a Maximum Level to a Stock Code]]
 
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* [[Adding a Stock/Bin Location to a Stock Code]]
 
  
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{{KB_Tags|reorder, reordering, supplier, stock, part}}
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If you prefer to calculate stock to order using your current Maximum and Reorder levels, please click [[A quick guide to reordering|here]].
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{{KB_ST}} {{FAQ}}
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Please bear in mind the [[An in depth guide to reordering|In Depth]] guide explains how to utilise the reordering system to its full potential.
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== See also ==
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* [[How do I View or Amend my Stock Optimisation Settings?|How do I View or Amend my Stock Optimisation Settings?]]
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* [[How do I Write my Own Reorder Formula?|How do I Write my Own Reorder Formula?]]
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* [[How do I Set Maximum and Reorder levels on Stock?|How do I Set Maximum and Reorder levels on Stock?]]
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{{KB_Tags|reorder, reordering, supplier, stock, part, purchase, preferred supplier, projected, maximum, minimum, reorder level, level, levels, orders, ordering, quick quide, in depth}}
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{{FAQ}}{{How}}{{KB_ST}}

Latest revision as of 05:31, 19 June 2019

Summary

Choose from the articles detailed below to assist you with Stock Reordering.

More Information

Please choose the article which best suits your reordering needs:

An In Depth Guide to Reordering

The Reordering program in Platinum has been designed to provide you with tighter, more efficient stock control by having the system review your maximum and reorder levels regularly, taking sales, orders and stock levels into account, and once you have reviewed and confirmed your maximum and reorder levels, you can then place orders based on these levels. It is intended to help you to achieve the best possible stocking levels and stock turn.

If you wish to take advantage of the full capabilities of this option, please click here.

A Quick Guide to Reordering

If you prefer to calculate stock to order using your current Maximum and Reorder levels, please click here.

Please bear in mind the In Depth guide explains how to utilise the reordering system to its full potential.

See also


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Keywords AND Misspellings
reorder, reordering, supplier, stock, part, purchase, preferred supplier, projected, maximum, minimum, reorder level, level, levels, orders, ordering, quick quide, in depth
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