Auto-generating Orders Based on Inventory
To save time, if Purchase Order is integrated to Inventory, you can create purchase orders that generate based on your stock counts. You can set up the system to automatically include items that are below a certain stock level, decide how many days you want to order for, and choose from which vendor to order. This computer-assisted process helps ensure that items are ordered when necessary to help keep your business running smoothly. For information on setting up your stock items in Inventory to use with this feature, see Minimum, Maximum, and On Order Quantity.
Stock items with variants cannot be generated from Inventory. You must order these items from the Entry window.
To generate purchase orders from Inventory:
1 Select Purchasing Tasks > Generate Purchase Orders based on Inventory Levels from the left navigation pane to open the PO Generate from Inventory window.
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2 Choose from the options in the window to include all of the necessary items. For detailed information about the options in this window, see PO Generate from Inventory window.
3 Select OK to review the items that are included in the purchase order in the PO Generate From Inventory - Review and Select Items window.
4 Make any necessary changes and select Generate to create purchase orders for the items you selected.
You can then view and edit the orders in the entry window.
Published date: 02/08/2021