Reference that is required for ordering items from suppliers. The page gives you information about all of the items which are under the minimal quantities and need replenishment. As a result from working with replenishment reference, an order from a supplier is generated.
The screen is divided in three main sections: Header (1), Filter (2) and Results (3).
Within the Header (1) section you have a green (+) button that allows you to Add New Purchase Order. The button will be activated once you choose the supplier in the Filter (2) section.
Within the Filter (2) section you can filter the Results (3) section based on some specific criteria like:
| Column | Meaning |
| Date Range | Period for orders and expenses of the warehouse |
| Company | Filters by company (required field) |
| Warehouse | Filters by warehouse |
| Supplier | Choosing the supplier for creating the purchase order. You also have a check box that allows you to filter only the items for which is shown in the Filter (2) section that the chosen supplier, is the supplier for this specific item. |
| Groups | Filters by group |
| Characteristics | Filters by characteristics |
| Brand | Filters by brand |
| Search |
Combined field
for manual searching by ID, Name, Description, Brand and
Group of the items. |
| With only required quantity |
This check box
allows you to see only results for items for which the minimal quantity is
larger than 0. |
Within the Results (3) section you can see information
about all of the items that match settings of the reference and the chosen
filter. The information is shown in columns that are described in the system
below:
| Column | Meaning |
| ID | ID of the item |
| Name | Name of the item |
| Brand | Brand of the item |
| UM | Unit of Measurement selected for the item |
| Ordered within the Date Range | Quantity ordered within the date range |
| Expenses within the Date Range |
Amount of the expenses within the date range * If you chose a warehouse in the Filter (2) section, this field will also show you the warehouse movements |
| Quantity |
The amount of the available quantities in all
warehouses * Quantity of the chosen warehouse |
| Quantity in warehouse for replenishment | This column will only show if you have chosen a warehouse in the Filter (2) section |
| Minimum Quantity |
The amount of minimum quantities for all warehouses * Minimum quantity for the selected warehouse |
| Optimal Quantity |
The amount of the optimal quantity for all
warehouses * Optimal quantity for the selected warehouse |
| Outgoing |
The amount of unconfirmed quantities by Orders and
Work Orders/Items * The amount of unconfirmed quantities by delivery (with no rent) for the chosen warehouse |
| Incoming |
The amount of unconfirmed quantities by Orders and
Work Orders/Materials * The amount of unconfirmed quantities by expeditions (with no rent) for the chosen warehouse |
| Requested | The amount of unconfirmed quantities by all of the requests |
| Quantity Needed |
Optimal – Available – Incoming + Outgoing +
Requested Shows values only if the available quantity is less or equal to the minimum quantity or the needed quantity is more than 0 |
| To Order | The quantity that you enter manually will be requested |
You can also make adjustments on the requested quantities.