Reference required for ordering items from suppliers. Gives information on all items that are below minimum quantities and need restocking. As a result of working with the report, an order is generated from a supplier.
On the screen you see Heather (1), Filter (2) and Score (3). In the Header you see the Order button. To create an order, you must have selected a supplier in the filter.
The filter allows you to search:
- From date/to date – period for orders and expenditure on stock(s);
- Company – by company, mandatory choice;
- Warehouse – by warehouse;
- Supplier – select a supplier to create an order
- Vendor Items – filters only the items for which the vendor selected in the filter is shown to be the vendor of the item;
- Groups – by item group;
- Brand – by brand of the item;
- Search – combined text field for searching an item by code, name, description, brand and item group;
- With required quantity only – the result shows only the items for which the required quantity is greater than 0.
The result is a list that consists of all items that match the conditions of the query and the filter used with the following information:
| Column | Description |
| Code | Item code |
| Name | Item name |
| Brand | Brand of the item |
| Measure | Measure of the item |
| Ordered in the period | The quantity ordered in the period you set |
| Expenditure in the period | Quantities of expenditure in the period *If you have selected a warehouse, this field will also show warehouse locations |
| Quantity | Sum of the quantities available in all warehouses * quantity for selected warehouse |
| Quantity in stock for refuelling* | *This column reappears only when you have selected stock in the filter |
| Minimum quantity | Sum of minimum quantities for all warehouses * minimum for the selected warehouse |
| Pilot quantity | Sum of optimum quantities for all warehouses * optimal for the selected warehouse |
| Coming out | Amount of unconfirmed quantities on Orders and Work Orders/Products * the sum of the unconfirmed Delivery quantities (excluding rentals) for the selected warehouse |
| Entering | Sum of unconfirmed quantities on Sales and Work Orders/Materials * the sum of the unconfirmed quantities by Expeditions (excluding rentals) for the selected warehouse |
| Retrieved from | Sum of unconfirmed quantities for all Requests * the sum of unconfirmed quantities on Orders from the selected warehouse |
| Required quantity | NC = Optimal – Available – Requested – In + Out Displays a value only if the quantity available is less than or equal to the minimum quantity or the quantity required is more than 0 |
| To order | Quantity you enter manually and will be ordered |
You can perform the following actions on the search result list:
- Edit order quantities.
In a multi-company system, the “Exclude intercompany sales” check box appears in the report. Checking it removes the calculation of sales in the “Sales in period” and “Expenditure in period” fields.