Stock Order Search

Creditors Module > Activity > Stock Order Search

Double click on the Stock Order you are wanting to continue working on.

 

Stock Order Features

Stock Order feature does require a few setups to be in place for optimum use:

Default supplier setup on each item	This is so that the system knows which supplier to create the Purchase order against
Minimum, Maximum, Preferred, Reorder levels on each item	To Create a new stock order: Click Add to create a new Stock Order batch. There are 2 option to add items to the order batch in bulk:
Using Brand / Make setup	This is the Brand and Make the item is linked to: Using this option, selecting a particular Brand, will result in all item linked to the selected Brand being automatically added to the batch without you having to select each item individually.
Using Item Group setup	This option looks at the Group code the Item is linked to and pulls through all items linked to the selected Group(s). Click on the Brand Drop down to see the list of Brands To use the group code option, tick the box “Use Groups” Double click on the required item Group code in the left (available) box to move the group to the selection box on the right. Once the require Brand/ group code(s) have been selected, click on Next This will open a window with all items linked to Group code, listed in the grid

Enter a description that will be used on the Purchase order(s)

Click Save on the top Right

This will activate the Update button

You now need to determine which calculation you wish to apply in order to update the required order quantities for each item.

The order quantities applied to each respective item can be determined from a number of options:

Click the Update Qty drop down to see the list of options:

1.       Max Value

Populates the order quantities to equal the Maximum qty as per item setup

2.      Preferred Value

Populate the order quantities to equal the Preferred Quantity as per item setup

3.      Min Order Qty (MOQ)

Will populate the Order Quantities to equal Minimum order quantity as per item setup.

Note the Minimum quantity and the Minimum order Quantity are different

Minimum quantity is the minimum holding quantity.

Minimum order quantity is the minimum quantity that can be ordered from the supplier.

4.      Order to Max + Purchase from on hand

Populates the order quantities to be Item Maximum Qty less Qty on Hand less qty on open Purchase orders

5.      Order to Max from on hand

The difference between the maximum quantity and the on hand quantity

6.      Order to Preferred from on hand

The difference between the Preferred item Quantity and the on hand quantity

7.      Order to Reorder from on hand

8.      The difference between the Reorder quantity and the quantity on hand

You can then review the quantities to be ordered

Should you wish to override any of the quantities, click the select box

Then click on the order quantity field

Enter the amended quantity

Once you are satisfied with the quantities to be ordered from supplier, click the Process button to create the Purchase order(s)

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Minimum Order Quantity (MOQ) rules

In stock order there is an option for Minimum order quantity MOQ

Works with Update docs columns for MOQ values

If Order quantity is greater than MOQ then ignore updating column.

If Order quantity is less than MOQ, take MOQ quantity as order quantity