Difference between revisions of "A quick guide to reordering"
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== Summary == | == Summary == | ||
This article explains how to run a simple re-order report in Platinum. | This article explains how to run a simple re-order report in Platinum. | ||
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* Set {{DataPrompt|Current orders}} to {{DataValue|Include}}. | * Set {{DataPrompt|Current orders}} to {{DataValue|Include}}. | ||
* Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}. | * Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}. | ||
| − | * Enter the range of items for which you want to reorder. Leave blank any by which you do not want to limit the report. | + | * Enter the range of items for which you want to reorder. Leave blank any item by which you do not want to limit the report. |
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
=== Print a List of Items to Order === | === Print a List of Items to Order === | ||
| − | If you wish to print a complete list of items to order, click {{Button|Print}}. Alternatively {{Button|Tag}}/{{Button|Untag}} selected items then click {{Button|Print}} | + | If you wish to print a complete list of items to order, click {{Button|Print}}. Alternatively {{Button|Tag}}/{{Button|Untag}} selected items then click {{Button|Print}}. |
=== Create a Purchase Order === | === Create a Purchase Order === | ||
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* You may override the {{DataPrompt|Order Qty}} and {{DataPrompt|Order Value}}. | * You may override the {{DataPrompt|Order Qty}} and {{DataPrompt|Order Value}}. | ||
* The buttons on the right of the screen let you check suppliers, current orders and statistics for each item. | * The buttons on the right of the screen let you check suppliers, current orders and statistics for each item. | ||
| − | * If there is an existing unprocessed order, dated today, the system will default to adding to the {{DataValue|Open}} order else it will create a {{DataValue|New}} order. | + | * If there is an existing unprocessed order, dated today, the system will default to adding to the {{DataValue|Open}} order, else it will create a {{DataValue|New}} order. |
| − | * If you wish to print the order click {{Button|Print tagged}} else click {{Button|Order}}. | + | * If you wish to print the order, click {{Button|Print tagged}} else click {{Button|Order}}. |
* Repeat the steps for the next supplier and continue until you have placed all your orders. | * Repeat the steps for the next supplier and continue until you have placed all your orders. | ||
Revision as of 16:25, 29 March 2017
Contents
Summary
This article explains how to run a simple re-order report in Platinum.
More Information
Go to " Stock Control Reordering".
- Set "Calculate maximum level" and "Calculate reorder level" to 'No'.
- Set "Ordering Method" to 'Review'.
- Set "Current orders" to 'Include'.
- Set "Show details for" to 'Changes'.
- Enter the range of items for which you want to reorder. Leave blank any item by which you do not want to limit the report.
- Click [Start].
Print a List of Items to Order
If you wish to print a complete list of items to order, click [Print]. Alternatively [Tag]/[Untag] selected items then click [Print].
Create a Purchase Order
Click [Process] to move on to creating Purchase Orders.
 | Only the tagged items will be carried through to the order screen. |
The supplier for whom you are creating an order is highlighted at the top of the screen.
- To order additional items from this supplier, click [Tag] or press <F3> on an item.
- You may override the "Order Qty" and "Order Value".
- The buttons on the right of the screen let you check suppliers, current orders and statistics for each item.
- If there is an existing unprocessed order, dated today, the system will default to adding to the 'Open' order, else it will create a 'New' order.
- If you wish to print the order, click [Print tagged] else click [Order].
- Repeat the steps for the next supplier and continue until you have placed all your orders.
- You may click [Cancel] to exit without ordering the remaining items.
See also
