Summary

This screen is used to assist in replenishment of stock within the business. it summarises a variety of information, then collates that to produce a recommended quantity to order/transfer.

It must be filtered by Store and Supplier in order to work, but may also be filtered to view suggested only, which will remove any Products which do need need to be ordered.

This is an automated process, and relies on general rules; it is important to review the recommendations manually. 

How does it work?

The page reviews recent sales against over the previous 12 months. This produces an average daily sales rate, and uses the days elapsed since the last Purchase Order for that SKU (or 12 months, whichever is longest) to produce a 'suggested quantity to order'.

This will also take into account the Order At and Order To figures, if they have been set on the Inventory tab when editing a Product.

Actioning a Recommendation

To action a line, select it using the tick box to the right of the screen. Once you have selected all which are required, use the 'order selected lines' button at the bottom of the page. This will then either create Stock Transfers or Purchase Orders as necessary. 

Transfers

These will be created if 'Transfer' is selected. This will be prioritised if there is free stock elsewhere in the business.

This will not be available if no other stock exists within the business. 

Purchase Orders

These will be created if 'Supplier' is selected.

Mark Lines as Not Required

This should be used to hide a line. Select Products that you do not wish to be recommended by ticking them, and then 'mark lines as not required'. 

If you filter the screen to 'suggested only', these Products will be hidden.

This should be used for end of line items that are being retained for reporting purposes.