Purpose: Optimise your inventory management with automatic triggers that raise and send purchase orders when specific stock levels are reached, ensuring seamless stock maintenance. Tailor these triggers for each stock location, accounting for stock across all locations to prevent unnecessary purchase orders.
PO’s for part reorder templates are raised from 2PM and will immediately send the PO to the supplier at this time and you will be notified when this takes place
Creating a Part reorder list
➡️ Profile icon > Settings > Part reorder templates > Type a template name > Add part reorder list
Setting up your Part reorder list
➡️ Profile icon > Settings > Part reorder templates > Add parts
Part - Name of the part
Minimum stock level - The minimum amount of stock before it triggers the replenishment
Reorder quantity - How many of this part you would like to order when the minimum stock level is hit
Replenishment:
PO - Automatically raise and send a purchase order to the chosen supplier for this part
Stock and PO - Check the chosen stock location first and replenish from stock if you have any but if not, raise a PO for chosen supplier
Stock location - The stock location which is checked when minimum stock level is hit and replenish from here if enough stock is available to meet reorder quantity
Supplier - The supplier you wish for the automatic PO to be raised and sent to when the minimum stock level is hit
Delivery method - The delivery method for the parts. Select whether they are being delivered to the office or whether an engineer needs to collect from the supplier
Nominal code -
No of days to delivery - How long the delivery normally takes from the supplier and this will be the delivery date on the PO
Stock locations - The locations of which this part reorder template applies to
Reorder quantity must be greater than or equal to the minimum stock level
You might want to set up separate part reorder list for each type of engineer. For example, if you have engineers who do installations and some who do servicing, you may want 2 separate part reorder templates for both types of parts
You may also want a separate parts reorder list for your supplier locations. You might have engineers who are close to one supplier but distant from another and vice versa.