Stock Order Search
Items
Add Item To List Button
You may find that an item is not on the Stock Order list, you can search for this item and add it to the order
Select or search for an item in the drop-down menu and click "Save"
You can highlight a row and click the Edit Item button which will take you to the item to make any changes you require to the main system. Changes will not show in your Stock Order as this is like a snapshot of the data at the time if "Save" being clicked. You will need to double click on the line item and make changes to your Stock Order lines.
Inventory Overview Button
The inventory overview window allows a quick access to view information on an item.
It is accessed in most windows where stock items are present
Here you can edit comments made for each item
Grid Buttons
Remove Paging
Put this tick on to displays all Stock Order items on a single page If the Order list exceeds the default 100 lines. If this box is not ticked and you have more than 100 items, you will need to click through the pages with the arrows 
Select All / Unselect All
The Stock Order Lines can be all selected and unselected by clicking on the Select All or Unselect All button. Or you can tick the boxes individually.
Update PO Number
All purchase orders will appear as new when a Stock Order is created. If a purchase order already exists for a supplier and you want to add an item to that order, tick the select the checkbox for the item and click the 'Update Existing Number' button. This will change the status of the PO from 'New' to 'Existing and add the Existing PO number to the PO NO Column.
Update Supplier
When a Stock Order is created, the Default Supplier will automatically populate in the order. If you need to change the supplier for a stock item, highlight the relevant line, click the 'Update Supplier' button, select the desired supplier from the drop-down menu, and click 'Save'
Warehouse and Minimum and Maximum Quantities
If you are working with multiple Warehouses and are wanting to order for a different warehouse, highlight the line you want to change, click the "Warehouse" button, select your warehouse form the list and click "Save".
While in the Warehouse, you can view the minimum and maximum quantities for a specific item. At this stage, you can update your minimum and maximum quantities, as well as your preferred and reorder quantities to assist with future ordering and forecasting.
Once these quantities are set, you can configure the system to send you daily email updates when stock quantities reaching the minimum level. These notifications will inform you when to reorder and how much to reorder based on your specified quantities.
Update Existing PO
If you already have an existing PO Number associated with a stock item in your Stock Order and you want to change it, you can click the "Update Existing PO" button and select a different Purchase Order from the list.
Work out your quantities to order and send them to Purchase Orders
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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
The stock order function allows one to create supplier purchase orders automatically without having to create purchase orders for each supplier individually and adding each item individually.
This feature does require a few setups to be in place for optimum use:
1. Default supplier setup on each item
This is so that the system know which supplier to create the Purchase order against
2. 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:
1. 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.
2. 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, HATS 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)