Generate purchase orders

You can automatically produce your purchase orders based on your current stock levels. The Generate Orders option produces a suggested order list. This list is based on the re-order levels you have set for your stock items in the Stock Control module. Purchase orders can be generated based on the following options:

Order stock when the stock level falls below the re-order level.

This allows you to maintain an minimum level for your stock items. Suggested orders are created for all stock items that have fallen below the re-order level.

To do this:

Your stock items must have a re-order level of 1 or more and a preferred supplier set in the stock item's record.

Order stock to fulfil back-to-back and direct delivery sales orders.

This allows you to create purchase orders to supply specific customers when ordered goods arrive or to create purchase orders that your supplier will send directly to your customer.

Purchase orders are generated from sales orders that have the fulfilment methods of From supplier via stock or direct to customer. This is regardless of whether a re-order level has been set.

To do this:

Select Include back to back and direct delivery sales order when generating the suggested orders list. This is selected by default.

Order stock when the stock levels fall the re-order level and to fulfil any outstanding sales orders for an item.

This allows you to replenish your stock levels and order additional stock to fulfil any outstanding sales orders.

To do this:

Your stock items must have a re-order level of more than one and a preferred supplier set in the stock item's record.
Select Include unfulfilled sales orders when generating the suggested orders list.

Note: A stock re-order level of 0 indicates that no re-order level is set for the stock item.

You cannot generate purchase orders for:

Items that have a re-order level of 0, (unless you are generating purchase orders from back to back or direct delivery sales orders).

Items that do not have a preferred supplier.

Service/labour stock items.

Miscellaneous stock items.

Batch numbered items set to be sold from a single batch.

Items assembled using a bill of materials.

To generate your purchase orders automatically, follow these steps: