Step by step
- Open Inventory > Purchase Suggestion.
- Choose the shop (Business), Sales Of Last Days (the days the average sale is taken from, 30 at first) and Cover Days (how many days the new stock should last, 15 at first).
- Filter by Last Supplier, Category, Brand and Items (Need buying, or All at or below alert) and press Filter.
- Read the columns: Current Stock (red when nothing is left), Alert Qty, Avg. Daily Sale, Days Left (how long the stock lasts at that speed), Suggested Qty, Unit Cost and Value. The footer shows the totals.
- Correct the Suggested Qty where needed. Typing a quantity ticks the row; the box in the header ticks every row of the page that has a quantity.
- Press Create Purchase Order. Add Purchase Order opens with the ticked items and quantities; check it and save the order there.
- Print By Supplier prints the list grouped by the last supplier. Excel and Print export the table.
Good to know
- Suggested Qty is the Reorder Qty of the shop, else Max Qty minus the stock, else the average daily sale times Cover Days minus the stock. It is rounded up and never below 0.
- Need buying shows the items with an alert quantity above 0, a sale in the period or a reorder quantity. All at or below alert shows the rest too.
- Last Supplier is the supplier of the latest purchase of the item, your own shop first. No purchase yet means the item was never bought.
- One purchase order has one supplier. When the ticked items come from different suppliers you choose the supplier on the next screen.
- Changing the filters clears the ticks. Up to 500 items go into one purchase order.
- Create Purchase Order shows only for a user who may add purchase orders. Set the levels of each shop in Reorder Levels.