Versions Compared

Old Version 2

changes.mady.by.user Cathy Allison

Saved on

compared with

New Version Current

changes.mady.by.user Cathy Allison

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel


Panel
borderColorblue
bgColor#B3D4FF
borderWidth1
borderStylesolid

Product Reorder (4.0)

The Product Reorder page allows you to create a PO for a specific product or multiple products within an inventory area, instead of doing it for an entire vendor all at once.

It can be useful for an orderly who handles stocking for a specific inventory area, but who does not have the privileges to create a PO. They can generate the list, and a supervisor or someone in Inventory staff can review it and create the PO for them.

The list can be modified over time, with items added and removed daily.  Only when all items on a given list are reordered will the list be automatically deleted. 

This screen has three sections:  A search for existing lists, the Search Results, and the Reorder List Details.

Product Reorder List Search

The top of this screen has fields to search for an existing Product Reorder List.

Image Added

FieldDescription
Inventory AreaChoose the Inventory Area as defined under the Unit Setup.  These inventory areas are Units with the flag "Inventory unit" turned on. 
VendorA list of all vendors in the system.  If this is left blank, the product reorder searcher will look for Reorder Lists from all vendors.
Last UpdatedSearches for Reorder Lists created or updated within a given date range.
Created BySearches for Reorder Lists created by a specific user.
SearchApplies the selected search options to generate a list in the Search Results section.
ResetClears out the selected search options so you can start over.

Search Results

The search results appear in the this section.

Image Added

Click on the Inventory Area to open the existing list, or click on New Reorder List to create a new one.

New Reorder List

Click on New Reorder List to start a new list.

Select the Inventory Area, the vendor if known, and add a comment.  You can auto add any items below minimum stock levels.

Image Added

Delete List

If a Product Reorder list is no longer needed, it can be deleted. 

Product Reorder Details

On this screen, you can start adding the individual items to reorder.  If a vendor was selected, only the products that are associated with the vendor as a default will display.

Image Added

A user who is a member of a unit but does not have the rights to create the PO can generate this list, and Save it for review by a supervisor.  They can also print the list for review.

FieldDescription
Back to SearchReturns you to the Product Reorder List Search screen.
SaveApplies changes to the current list.
Print ListCreates a PDF of the list in its current state that can be saved or printed.
Comment FieldAllows you to add a comment to this Reorder List.
Create
Reorder List by Min Stock
POIf the logged in user has the rights to create a purchase order from this list, this button is available.  A user without PO rights can create a reorder list, and then a supervisor or someone in inventory can review the list before creating the purchase order.
Delete SelectedRemoves the selected row from the reorder list.
Pick ListPulls up an established billing Pick List to allow a user to check for products that may have 0 inventory on the shelves but should be restocked.  
Add Items Below Min Stock QuantityAn automatic process to check for items in the inventory area that are below the established minimum quantities for restock.  This process only works if the Min Stock has been set on Product Setup. 

Delete Selected

If a product is accidentally added twice, the system will catch it and warn that there was a duplication.

Select the duplicate row and click on Delete Selected.

You will be prompted to confirm that you want to delete the selected row.

Image Added

Pick List

If your Inventory Area has a Pick List set up (under Product Setup) you can add items from that Pick List to the Product Reorder list.

Select the quantities, and then click on Post to add the items to the reorder list.

Image Added

Auto Add Items Below Min Stock Qty

This button will automatically add any product that is below the Minimum Stock Quantity in the inventory area.

You can separate it out by vendor, or apply all.

You can also append to the current list (may create duplicates) or delete your current items and replace the list entirely.

Image Added

Create PO

A supervisor or a member of Inventory staff can review the list, and generate a PO directly from it.

Once items have been added to a Purchase Order, they can be safely deleted from the Reorder List.

Image Added


Insert excerpt
Setup & Admin Guides
Setup & Admin Guides
nopaneltrue

Table of Contents