Inventory Reorder Lists

These are lists of materials and supplies that need to be reordered as stock has fallen to their low order points. When you update the lists, The software checks current stock levels on all inventory and orders enough stock to bring the level back up to the high order point.

To reorder inventory:

1. On the Purchases window, expand the Inventory Reorder Lists node.

2. You can choose to generate a reorder list by service category, expense category or supplier.

   1. Service Category

      • Expand the profit center and service category that contains the materials reorder list or supplies reorder list you want to work with.

   2. Expense Category

      • Expand the expense categories to find the supplies reorder list you want to work with.

   3. Supplier

      • Expand the by supplier node to display the list of suppliers you have inventory linked to.

3. Double-click on the reorder list to open the dialog.

4. Select Inventory or Consignment from the drop down box in the upper right corner of the dialog.

5. Click Create and the reorder list will be generated.

6. To delete an item from the list:

   • Select the item.

   • Click Tools>Remove Selection from List.

   • When prompted, confirm the deletion.
     
     The item will be excluded from the rest of this procedure.

7. To add an inventory item to the list:

   • Click Tools.

   • Click on Insert Item. The standard material search dialog appears.

   • Find and Select the material item to be added to the reorder list.

   • Enter the quantity to be ordered in the Purchase field located in the parameter heading.

   • Double Click on the material item to add it to the material reorder list.

   • You are returned to the reorder list.

8. Select individual items, or click Select All to select all the items on the list.

9. To add selected items to the purchase order, click Tools|Purchase. The Purchase Materials for Inventory Restock window is displayed. You may also choose Transfer from the tools menu to transfer stock from another location. Review transfer in Transfer Requests.

10. Choose a Supplier from the drop-down list and choose to either add to an existing purchase order or create a new one.

11. Click Add to Purchase Order.

12. When prompted, click OK to confirm adding the items to the purchase order. The items are removed from the Reorder List.

13. An open purchase order has now been created under the Purchase Orders node for the selected supplier.

Tip: You can print or export the reorder list for further examination or analysis before creating a purchase order.

Inventory Reorder Lists Tour