Difference between revisions of "How is the recommended order quantity calculated?"
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== Summary == | == Summary == | ||
| − | This article explains how the recommended order | + | This article explains how the recommended order quantity in the {{ST}} reordering calculated results screen are calculated. |
== More Information == | == More Information == | ||
| − | + | Please see [[How do I Run a Reorder Report?|this]] article to explain how to use the Reordering option. | |
| − | + | ||
| − | + | == Recommended Order Quantity == | |
| − | * If the | + | Having run the Reordering report you will be shown a list of items to order on the {{Tab|Confirm Calculated Results}} screen. |
| + | |||
| + | The {{DataPrompt|Order}} column displays the quantity to order per item. | ||
| + | * This value is calculated using the following method: | ||
| + | |||
| + | If the Maximum Level is set: | ||
| + | ; Maximum Level - Projected Quantity. | ||
| + | |||
| + | If the Maximum Level is set to Zero: | ||
| + | ; Reorder Level - Projected Quantity. | ||
| + | |||
| + | The {{DataValue|Projected Qty}} column shows you the Quantity in Stock - Quantity on Sales Order + Quantity on Purchase Order. | ||
| + | |||
| + | If you are unsure how the Projected Quantity has been calculated click on the {{Button|Orders}} button for the selected item. This will show all outstanding ''S''ales and ''P''urchase Orders for that item. | ||
| + | ** If you feel the value is incorrect you should check these orders and make the necessary corrections e.g. remove a duplicated Purchase Order, check with colleagues if an item has been ordered under the wrong part number, check if a customer has been sold a different item to that ordered for them etc. | ||
=== Packing Quantities === | === Packing Quantities === | ||
| − | + | When you click {{Button|Process}} to either create the orders or move to the {{Tab|Order Review}} screen, the system will apply pack quantity settings for the item where relevant i.e. if the pack quantity is 10 and the recommended order quantity is 7, the system will increase the order quantity to 10. | |
| − | {{ | ||
== See also == | == See also == | ||
| − | * [[ | + | * [[How do I Run a Reorder Report?]] |
| + | * [[How do I Amend a Purchase Order?]] | ||
* [[How do I View Outstanding Sales Orders?]] | * [[How do I View Outstanding Sales Orders?]] | ||
| − | |||
| − | {{KB_Tags|reorder, recommended stock levels}} | + | {{KB_Tags|reorder, recommended stock levels, order, recommended order quantity, order quantity, order qty, projected qty, projected}} |
| − | {{FAQ}} {{ | + | {{FAQ}}{{How}}{{KB_OP}}{{KB_ST}} |
Latest revision as of 05:35, 19 June 2019
Contents
Summary
This article explains how the recommended order quantity in the Stock Control reordering calculated results screen are calculated.
More Information
Please see this article to explain how to use the Reordering option.
Recommended Order Quantity
Having run the Reordering report you will be shown a list of items to order on the [Confirm Calculated Results] screen.
The "Order" column displays the quantity to order per item.
- This value is calculated using the following method:
If the Maximum Level is set:
- Maximum Level - Projected Quantity.
If the Maximum Level is set to Zero:
- Reorder Level - Projected Quantity.
The 'Projected Qty' column shows you the Quantity in Stock - Quantity on Sales Order + Quantity on Purchase Order.
If you are unsure how the Projected Quantity has been calculated click on the [Orders] button for the selected item. This will show all outstanding Sales and Purchase Orders for that item.
- If you feel the value is incorrect you should check these orders and make the necessary corrections e.g. remove a duplicated Purchase Order, check with colleagues if an item has been ordered under the wrong part number, check if a customer has been sold a different item to that ordered for them etc.
Packing Quantities
When you click [Process] to either create the orders or move to the [Order Review] screen, the system will apply pack quantity settings for the item where relevant i.e. if the pack quantity is 10 and the recommended order quantity is 7, the system will increase the order quantity to 10.
See also
- How do I Run a Reorder Report?
- How do I Amend a Purchase Order?
- How do I View Outstanding Sales Orders?
