This feature comes with certain plans. If it is not in your menu, it is not in your business's plan.
Set the levels on the item
In Products & services press Edit on the item. These fields appear for stocked items:
- Minimum: below this the item counts as short. Without it, the item never reaches the reorder screen.
- Maximum stock: the level you want to get back to.
- Reorder quantity: a fixed quantity you buy each time, such as a supplier's carton.
See what is short
In Inventory open the Reorder tab. It lists the items below their minimum across all warehouses, or in one warehouse if you pick it. You also get a Stock below minimum alert in Alerts.
The suggested quantity is the Reorder quantity if set, else what tops the item up to its maximum, else what restores the minimum.
Create the purchase orders
Tick the items. You can change the Quantity, Last price and Supplier on each line, and the supplier starts on whoever you last bought from. Then press Create purchase orders. One draft order is raised per supplier, and lines with no supplier share one draft where you can choose a supplier later.
- Below minimum
- Tick items
- Draft order
- Receive goods
The suggested quantity does not subtract what you have already ordered. Look at the On order column before raising a new order, so you do not buy the item twice.
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