Inventory Reorder (3.2 and earlier versions)

The Inventory Reorder Screen allows you to view all the vendors for a specific unit, confirm current inventory levels, and see whether they have a current contract.  After that, you can create a Purchase Order, which will take you to the PO screen.

If you already know inventory levels of a specific product, you can go straight to the Purchase Order screen.  The Inventory Reorder screen allows you to have a bird's eye view of the inventory levels for an entire unit, for multiple vendors at once.

Inventory Reorder Search

Start by selecting a Unit. (Only units marked as Inventory Areas are available.)  You can also filter by a specific vendor, but that is optional.

Click on Generate List.

A list of vendors for the unit will appear.  

Inventory List by Vendor and Products

Click on a specific vendor's name to view their current products and inventory levels.

You can select all the items for the vendor, or only choose specific ones.

Click on the Create PO to generate a PO for the selected items.  This will then load the Purchase Order screen.  The PO you just created will appear at the top.

All further functionality in this workflow takes place in the Purchase Order screen.  Please see Purchase Orders for more information.

Pop Up Dialog to Confirm Changes

Since POs may be automatically generated when inventory levels reach below minimum stock,  you may receive a pop up warning that changes were made to a background PO after clicking on Generate List.

If there is no working PO for that vender displayed on the Vendor List for that unit, it should be safe to click through and hit OK to generate a new list.  The prior min stock levels will be captured on the new list as well.