A quick guide to reordering

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'.

Warning: If you leave either of these items set to 'Yes', the system will calculate maximum and reorder levels for the items that you specify in the rest of the range based on its own parameters. This may not be what you want, so if you want to retain your own levels, both of these must be set 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

• An in depth guide to reordering

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