Suggest from reorder levels
This uses the reorder levels set for each product at each location (Inventory → Stock on hand) and each product's preferred supplier.
- Go to Purchasing → Purchase orders and press New purchase order.
- Choose the Deliver to location and, usually, the Supplier.
- Press Suggest from reorder levels. The Suggested from reorder levels panel lists what is at or below its reorder level, with the quantity that brings it up to target.
- With a supplier chosen, the panel shows the products this supplier is preferred for, ticked. Products with no preferred supplier are in a separate No preferred supplier group, closed and not ticked: open it and tick any you also want from this supplier. Products preferred from other suppliers are left out, and the panel says how many.
- Without a supplier, the panel groups everything by preferred supplier. Press Order from this supplier in a group to choose that supplier and see only its products.
- Each row shows the quantity, the pack size and the supplier's item code when they are known, and the cost: the last price paid to that supplier, else the last received cost.
- Untick what you do not want and press Add lines. Quantities are rounded up to whole packs. Check the lines, then press Create draft.
Products already on the order are not added twice. If nothing is low, you see "Nothing to reorder".
Preferred suppliers
Each product variant can have one preferred supplier: the one you normally order it from. Set it on the product (Catalog → Products, Suppliers section) or under Purchasing → Suppliers → Products. The first delivery of a product that has none sets it for you.
Other suppliers you have bought it from stay listed as alternatives, with the last price you paid each of them. Insights → Replenish also groups its suggestions by preferred supplier.
Insights → Replenish
Replenish looks at your sales forecast, stock on hand, stock already on order and supplier lead times. It lists what to reorder, how much and from whom, sorted by the sales you would lose while waiting.
Lines are grouped by supplier and location. For each item you see On hand, Cover (d) (days the stock will last), the lead time, the Order quantity, Unit cost, Why it is suggested and the sales At risk.
- Go to Insights → Replenish. Choose a location or look at all of them.
- Tick the lines you want, or use Select all in a supplier group.
- Press Create draft PO in the group, or the button at the top to create orders for all ticked lines.
- A message shows the draft order numbers. Open them under Purchasing → Purchase orders, check them and press Send.
- Press Dismiss on a line you do not want. It is not suggested again for two weeks.
Items with no supplier yet
An item shown under "No supplier known yet" has no preferred supplier and has never been received, so it cannot be ordered in one click. Set its preferred supplier on the product, or receive it once through a purchase order, and later suggestions will know who to order it from.