How Do I Place an Order by Weeks of Desired Inventory?
This lesson will teach you how to place an order based on how many weeks of inventory you want to have in stock.
Inventory Control
From the Main Menu, click on "Inventory Control".
Generate P.O.
From Inventory Control, click "Generate P.O."
Vendor Part Reorder
(1) Use the up and down arrow or the search bar to highlight the vendor you want to make an order for.
(2) Click on the "Select"button.
Select Options
The bubble beside Auto P.O. should already be filled in. Click on the "OK" button.
Select Sequence
From the Select Options screen, click on the bubble beside how you want to sort the order by. Then, click on the "OK" button.
Beginning And Ending Stock #
Type in a beginning stock number, then click on the "OK" button. Type in an ending stock number, then click on the "OK" button. If you leave both of these options blank, then it will sequence will be from beginning to end.
Note: These screens will change depending on the sequence select. An example would be beginning group and ending group.
Select Options
Click the bubble beside Week Desired. Then click on the "OK" button.
Reorder Method
Use the up and down arrow to select the number of weeks to base the reorder off of. The system looks to the past # of days to calculate what the on hand quantity needs to be. The recommended method is to use a 90 days period of sales.
Click on the "OK" button.
Error
If there are no items that need to be reordered, then this error message will appear. Click on the "OK" button to close the error message window and return to Vendor Part Reorder.
Suggested Reorder
The system will look to the Weeks of Desired Inventory setting for each item with the range selected to see if it needs to be reordered. If the on handy quantity if less than the value calculated by Weeks of Desired Inventory, the item will be added to the order.
To make any changes to the suggested reorder quantities, use the "Edit" button. To remove an item from the reorder list, highlight the item and click on the "Delete" button. To add a new item to the list, click on the "Item"button.
Once all changes have been made, click on the "Apply" button.
Question
To print the order as a report click on the "Yes" button. Otherwise, click on the "No" button.
To sort the online report by stock order # click on the "No" button.
Purchase Order Report
This is a sample of the Purchase Order Report. Note your PO # in the upper right corner.