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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Choose from the articles detailed below to assist you with Stock Reordering.
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The following article shows you how to run a re-order report in Platinum.
 
  
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== In Detail ==
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== More Information ==
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Go to "Stock Control" -> "Reordering"
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Please choose the article which best suits your reordering needs:
  
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To view a list of items that require re-ordering, choose "Reorder Report" from the menu.
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=== An In Depth Guide to Reordering ===
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From here you can filter on the amount of information seen:
 
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*Supplier: - Only show items that need reordering with this supplier stamped.
 
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*Group: - Only show items with a certain group identified.
 
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*Stock From/To: - If required, enter a range of stock to include in the report.
 
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*Press {{KeyPress|F2}} to print the report based on the above criteria.
 
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*To generate a reorder report based on the above criteria, press {{KeyPress|F5}}
 
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*On the screen that follows, 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.  This figure can be amended if needs be by cursoring across and amending accordingly.
 
  
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To place the order:
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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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*Press {{KeyPress|F6}} and then click {{KeyPress|Tagged}}
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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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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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*Click {{KeyPress|ok.}}
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=== A Quick Guide to Reordering ===
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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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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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