Before you start:There are several methods you can use to generate purchasing requirements, which can be used individually or simultaneously. It is important to find the routine that works best for your business. You can read more about each routine in this article. |
Generate purchase requirements
You will find purchase requirement in the main menu under the purchase category.
To generate a purchase requirement, click the button shown in the image. The window allowing you to select the generation basis will then appear.
Empty existing auto generated purchase requirement.
Generate to fulfill order demands
Check this box to create a purchase requirement based on items currently in your orders.
If your stock is already sufficient for the quantity on order, no items will appear in the list.
Generate to fulfill stock inventory demands (max limits)
Check this box to create a purchasing requirement for the items you have set up with inventory settings based on your current stock level.
Generate to fulfill order demands
When you add items to an order, the routine will compare how many you have in stock and how many are currently on order. The difference will then be included in the list generated in the purchasing requirement.
For example, if you have 10 items in stock and 15 items on order, the system will generate a requirement for 5 additional items to meet the total quantity needed to fulfill all orders.
Min-Max Stock
Setup
This is set for each individual item from the item card > Inventory > Inventory Setup.
Click the + button, select the stock (Main stock, not location), then set the minimum stock (the lowest desired quantity before ordering) and maximum stock (the maximum amount you want to have in stock).
In this example, we have set that we should have a minimum of 5 items in stock. If the quantity goes below that, a purchase requirement will be generated to bring the stock back up to 10 items.
Maintenance / deletion of the setup
This is done from Item > Insights > Inventory Assessment.
Use filters for Minimum Stock and/or Maximum Stock to view your current setups or make changes. Then, click the Save button to save your changes. These updates will be reflected on the item cards of the items you have modified.
Manual purchase requirement
This can be done from the order or in the item search.
Right-click on the item number in question and click "Add purchase requirement," then select the quantity.
The items will be added to the purchase requirement. Note that these are not affected by "Clear existing purchasing requirements."
To delete them from the purchasing requirement, you must check them off in the purchase requirement view and delete them manually.
You can easily distinguish between manually added items and automatically generated items in the purchasing requirement.
Other
Purchase order days
If a supplier is set up with fixed order days, purchasing requirements will not be generated on other days, even if you attempt to do so. For example, in this case, it will only be possible to generate purchasing requirements on Monday, Tuesday, and Friday.
This is set up in Supplier > Conditions > Purchase Days.
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