EMS | Create Stock Orders
Description
Product orders can be created using the "Stock Orders" section this includes the ability to manually generate and order or automatically order based on PAR levels (maximum Stock).
This section cover the ability to create an order based on a specific supplier.
Resolution
In "Administrator" or via "Manager" click onto “Stock Orders"
Stock Orders
The ordering system is based on maximum and minimum stock levels and placed with a specific supplier, this swill automatically suggest which products should be ordered to bring the site/stock room back to its PAR level (maximum stock level)
- Select the site if using a Administrator, if using manager this is defaulted to your local site
- The “Stock Orders” screen will, by default show all of the outstanding orders that are awaiting a delivery
- If there are no outstanding orders then the screen will display a list of all of the completed orders
- A complete history of every order is available to review or print by toggling the filter between “Outstanding” and “All”
Creating New Order
- To create an order click onto the "Green Plus"
- Select a “Supplier”
- Identify the Stock Room for which the order is being placed
- Enter an Order Ref unless your system is configured to create these automatically
- Identify the Stock Type to be included (Professional, Retail or Both)
- Click onto the "Green Tick"
The "Stock Order Details" screen is then opened and any products below the Maximum in stock are automatically added to the order
- The order levels, and cost prices can be amended per product
- Amend the Pack No., Unit No. or Total Quantity Tot Qty
- Amend the Pack Price, Unit Price
- Additional product can be added by ticking the "Show Nothing to Order" in the top left
- Using the list of products amend the quantity to add to order
- Amend the Pack No., Unit No. or Total Quantity Tot Qty
- Amend the Pack Price, Unit Price
- Clicking the “Green Tick” will confirm the order
- This will then prompt to print the:
- Goods Received Note
- Order Form.
- You will the be returned to the main Stock Order screen
Amend Order
To amend an order:
- Select the required order in from the list
- Select Amend order
- You will be presented with the "Stock Order Details" screen
Confirm Order
To confirm an order has been placed , and that no further amendments can be changed.
- Select "Authorise Order"
Once Authorised the order will be view only and will now be visible in "Stock delivery"
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