Difference between revisions of "How do I Run a Reorder Report?"
From Catalyst
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** Click {{Button|Tagged}} if you have chosen individual lines. | ** Click {{Button|Tagged}} if you have chosen individual lines. | ||
** Click {{Button|Untagged}} if you have chosen nothing and simply want to reorder everything. | ** Click {{Button|Untagged}} if you have chosen nothing and simply want to reorder everything. | ||
| − | * 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) | + | ** 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) |
| − | * Click {{Button|OK}}. | + | ** Click {{Button|OK}}. |
* 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. | * 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. | ||
{{KB_ST}}{{KB_Tags|reorder, reordering, supplier, stock, part}}{{FAQ}} | {{KB_ST}}{{KB_Tags|reorder, reordering, supplier, stock, part}}{{FAQ}} | ||
Revision as of 14:27, 31 December 2009
Summary
The following article explains how to run a re-order report in Platinum.
More Information
Go to "Stock Control" -> "Reordering"
- Choose "Reorder Report" from the menu.
- Enter the range of items for which you want to reorder:
- "Supplier" - Only show items that need reordering from this supplier.
- "Group" - Only show items with this Stock Group.
- "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.
- Press <F5> to view the results on the screen.
- The items to order will be displayed.
- Press <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.
- Items shown in blue need to be ordered for customers.
- Items shown in black need to be ordered for stock.
- Press <F5> to tag individual lines if you do not want to reorder all the items shown.
- Press <F6>
- Click [Tagged] if you have chosen individual lines.
- Click [Untagged] if you have chosen nothing and simply want to reorder everything.
- In the "Supplier: " field, enter the account code for the supplier in question, or 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)
- Click [OK].
- Should you want to print the report, rather than view it on the screen, press <F2> instead of <F5> at the range screen.
