Product Reorder in 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.

Search Results

The search results appear in the this section.

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.

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.

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.

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.

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.

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.

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.