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Shortfall

Accounts Plus and Accounts Professional only

It's important you have sufficient stock to fulfil your orders, this option helps you to easily identify which products you need to order. If you set a reorder level on a product record when the quantity in stock falls below this level the product appears in this Shortfall window. You can then create a purchase order with these stock items on.

Note: This shortfall option is different to that in Sales Order Processing. Find out more


  1. From the Products window, select the products that you want to check the stock levels for > click Shortfall.

    Note: To check the stock levels for all of your products, use the Swap button to select all products.

    The Shortfall window shows the following:

    Product Code

    The product code of the product which has fallen below the reorder level.

    Description

    The description from the Product Record.

    Supplier

    The supplier on the product record appears here.

    BOM

    This shows a Y if the product has a bill of materials (BOM) as you may want to order the components rather than the main product. An N appears if there is no BOM.

    Free/OnOrder

    The quantity of free stock plus the amount of stock which is on order on your purchase orders.

    Reorder Level

    This shows the reorder level from the Product Record.

    ShortFall

    This is the difference between the Free/OnOrder value and the Reorder level.

    Qty to Order

    This is the quantity that you need to order to increase the quantity in stock to the quantity of the reorder level.

  2. Accounts Professional To create a purchase order, select the products you want to include on the order > Create Order.  Find out more about how to create a purchase order

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