Reordering Inventory

You can simplify the reordering process by creating a suggested purchase order. Creating a suggested purchase order includes generating a report that shows the difference between the minimum quantities you’ve set for your items and the actual quantities you have on hand. Once you’ve generated the report, you can then create a purchase order based on its results.

To generate a Suggested Reorder

1. From the Inventory menu, select Suggested Reorder & PO. The Custom Inventory Lookup screen appears.

2. Look up a group of items that you to include on the report. For more information, see Looking Up Inventory Items. The Suggested Reorder Report appears in the Report Window.

3. Click Print.

4. Write the quantities that you want to order on the report.

5. Close the Report Window. The following message appears:

“Do you want to place these items on a purchase order? NOTE: Only items from this store (or the selected store) can be ordered. Items from other stores will not be added to a PO.”

6. Do one of the following:

To create a purchase order based on the Suggested Reorder Report, click Yes. The Name Lookup/Entry screen appears.
If you do not want to create a PO yet, click No and disregard the rest of this procedure.

7. Look up the name of the vendor you want to order from. For more information, see Looking Up Customer and Vendor Names. The Purchase Order screen appears. All of the items from the Suggested Reorder Report are included on the order at the recommended reorder quantities.

8. Make the following changes as needed:

a. Add items to and delete items from the purchase order.

b. Change the quantities and prices.

c. Fill in the shipping information, contact name, and reference number.

9. When you’re finished making changes to the purchase order, do one of the following:

To complete the order, click Order. The purchase order appears in the Report Window so you can print it.
To save the purchase order without completing it, click Close.