Auto Create Stock Order

The Auto Create Stock Order function is a dynamic tool designed to effortlessly streamline your inventory management process. This innovative feature empowers you to swiftly generate Supplier Stock Orders for products with low quantities, ensuring your shelves remain stocked and your business operations run smoothly.

 

To set up the Auto Create Stock Order Function:

1. Check Received Orders: Before activating the Auto Create Stock Order function, ensure that all stock orders have been received. If any products are on backorder or a supplier stock order hasn’t been fully received yet, the function won’t include those product lines for ordering.
2. Consider Stock On Order: The system considers the quantities of stock on order. If the number on order exceeds the MIN/MAX values set for a product, it won’t be attached to the Auto Create Order.
3. Adjust Inc on Order Qty: Alternatively, you can toggle the “Inc on Order Qty” option to “No”. This will exclude all backstock from being included in the Auto Create Stock Order function.

 

To Turn on the “Inc On Order Qty”

1.  Go to Settings >  Company settings > Product Settings.
2. Find the ‘Inc On Order Qty’ option and switch the toggle to ‘No’. > Save.

Setting up products for auto-creating stock orders

1. Open Item Profile: Begin by opening the profile of the item you want to set up auto-created stock orders for.
2. Key Fields to Note:
   • Supplier: Choose the supplier you want to create the stock order for from this field.
   • Minimum: This indicates the minimum stock level at which the item should be reordered. Once the quantity on hand reaches this amount, the item will be included in the auto-created stock order.
   • Maximum: Set the desired quantity here. The system will automatically calculate the amount needed to bring the quantity on hand up to this value > Save.

Once you’ve filled in these fields, simply click to create a stock order.

1.Press on the “+” (next to the universal search bar)

2. Select Supplier Stock Order

3. Select the Supplier you want to automatically create the stock order for, or  leave this field blank if you prefer to create it for all suppliers.

4. Press the Action Star > Select Auto Create

 

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