Inventory items can be added to purchase orders automatically based on inventory counts. This can save you time if you need to order, for example, dozens of parts and it could identify low-stock items you may have missed.
What you'll find:
Before an item can become a candidate for Auto Order based on Min/Max values, it must have Minimum On Hand and Maximum On Hand quantity values set.
agrē identifies auto order items using the following calculation:
Suggested Quantity to Order = (Maximum On Hand) - (On Hand) - (Already On Order on Existing POs)
Notes
An item will be suggested for Auto Order only when the Quantity on Hand is below Minimum on Hand.
Quantity
Committed (on work orders)
is not considered in the
Auto Order calculation.
You may want to run the Inventory
Position Report to confirm the quantity you're ordering
is sufficient.
There is no "check as you go" - if you add an item manually and then Auto Order the same item on the same PO without saving in between, agrē cannot know about the manually added row.
To
set Minimum & Maximum On Hand quantities
* indicates
a required field (other fields are optional)
Edit each product you want to include in Auto Orders.
On the Inventory tab, set the Min On Hand* and Max on Hand* values for each location that will be Auto Ordering the item.
Tip
Quickly confirm all Min and Max On Hand values in the Inventory Balances data export.
Save the item.
Once the Min & Max On Hand values are set, agrē can calculate which products are candidates for auto ordering.
To
add auto order items to Purchase Orders
* indicates
a required field (other fields are optional)
Select a Supplier* and a Location*.
On
the Products tab click Auto
Order (bottom right corner).
The Auto Order window opens.
The Location defaults to the header location (but can be changed).
Optionally check Prepay if the items should be added to the PO as prepaid.
Start Scanning
with a bar code scanner to select items individually.
- or
-
Click Retrieve Products.
The Product Search window opens.
Optionally
use the criteria to refine the list of returned items.
Click Search. All products eligible for
auto order are added to the Auto Order window.
Check
the box next to each item you want to auto order.
You can manually change the Quantity
you are ordering and the Unit Price.
Note
On a large order you wouldn't want to have dozens of popup notes actually popping up, so the Reminder column will indicate if a product has a popup note. Select the row and what would normally popup will be displayed in Product Reminder.
Click Use Selected Rows to add the checked items to the Products tab.
Complete the Purchase Order as you normally would.