Inventory reorder using Min-Max including committed items 

Inventory Reorder Process

To reorder Pedders items for a daily stock replenishment. A step process has been set to assist with selection and ordering of items.

From the main screen, side menu

Select 

1. Purchase Orders

2. File Maintenance / Reorder

3. Reorder Replenishment

4. Reorder Report

 

Next is displayed the protocol settings for how items a ordered and from which supplier

1. S = Ordered by Item Code

U = Update reorder file each time to refresh daily the daily reorder 

2. Is the selected supplier
3. Ensures the order is located to the specific store that is placing the order
4. Select OK to start report to create an order for all Pedders Items sold 

If any fields are not displaying similar to the above screen shot, ensure to default the field to relevant code or correct Warehouse number.

The next screen displays protocols for the reorder of items,

All fields should be defaulted as below, ensure that fields 1. “on Order and 2. “In Transit” are selected as “Y” to avoid ordering previously ordered components 

Select OK to continue and action the report. “I” is for immediate, then select OK

Order will generate and update

To view report as full page select the printer Icon and move to the PDF print screen.

The order report is generated displaying the above

1. Part number
2. Part description
3. Reorder quantity

 Select escape to receive update notice

Inventory Reorder Review

The Reorder report is now prepared and able to be reviewed before creating a Purchase Order before to send to the local warehouse for stock replenishment

Enter through next screen to produce the Reorder all Items Screen

This displays the data grid below listing all items and details present on the reorder. 

Using the top menu in this data grid. The order can be corrected. 

1. Entry will allow for the addition of items

2. Remove will allow for a reduction of items from the list along with Correction to alter quantities

Create Purchase Orders

After performing corrections and edits to the Reorder report it is required to create the Purchase Order to send to the warehouse 

From the top menu select 1.PO
This will display the Create Purchase Order Screen

Ensure that the order date is correct, all other fields are defaulted for this process.

Select Ok to continue

The order process screen will display the Action field as “I” = Immediate

Select Ok to view the report progress screen.

This process may take an amount of time to complete.

The Auto Purchase Orders report is displayed, Press ESC to progress report

Maintain Purchase Orders

The process of creating the Purchase Order for replenishment of daily stock on hand is now complete.

As yet the order still remains in the Store system with one more process to enable it to be sent to the local warehouse.

From the main side menu Select Maintain Purchase Orders

The data grid displaying all system purchase orders will be shown.

Search for 

1. The order created by the process

And 

2. The order status

If the order status displays as “Ready to Print” the order has not been pushed to the local warehouse. The status needs to be “On Order” for the process to be completed and the order sent 

To alter this status, from the top menu select Extra 

From the drop-down menu select 

1. Print

Enter Print date

Confirm the Order has been printed and select OK

Return to the Order Maintenance screen 

1. Locate Order

2. Confirm Order Status now reads as On Order

This completes the process for Inventory Reorder. 

Receipting Goods into Stock.

With the Inventory Reorder placed with the local warehouse

The local warehouse will fill and despatch the order to the store.

On arrival at the store the stock item will need to be received into the system, invoicing accounted for and stock on hand and General ledger will need updating 

From the main side menu 

Select “Goods Received by Order”

A data grid displaying Purchase orders will be displayed.

Select the Inventory reorder created that relates to the arriving stock in store

From the top menu select Goods Receipt

Confirm the store number that is receiving the stock 

Data grid shown displays the following

1 Function for receiving stock 

2 The quantity ordered

3 Quantity being received. This amount can be altered to reflect actual quantity received

4 Back Order quantities. If filled by this order receipt the Back Order quantity will reset to 0

5 & 6 mirror the quantities in the field in the data grid above