D. Reorder Report
- Bart Rogacewicz
To get to the Reorder Report screen, click on Inventory -> D. Reorder Report.
The Reorder report is most useful for quickly generating items that might be low in stock or items you'd like to reorder in general and sending them to your supplier through the EDI function. This report will also function if your supplier does not support the EDI function, but the report then has to be printed and turned into the supplier that way, it won't send electronically.
Generate For : Decide if you'd like to generate this report for All Items Sold, or Items where Current Quantity On Hand is below Minimum Quantity On Hand.
Last sold on / after : Choose a date for the report to generate items sold on or after a specified date. This is particularly useful to eliminate older, not often sold items.
Supplier : Choose the supplier you'd like to generate this report for.
NOTE: The Supplier drop-down box is not a conventional filter, rather a filter for intending to order from that supplier. Items without Vendor Item Numbers will come up on the result report, as it means to show all items available to order and gives the user ability to order it from another supplier if necessary. To filter items only for specific suppliers, the supplier must be selected, and the filter below must be chosen; keep in mind that only items that indicate that supplier as primary will show on the report.
Show item only if selected vendor is primary for item : Check this box if you only wish to see items that have the selected supplier indicated as primary vendor in their respective item files.
You can narrow the report by Department, Category or Group.
When the report's been generated, select the items you'd like to reorder and click "Add to Order". If an EDI account is not set-up for the supplier of your choosing, a box will display and ask you to select a different supplier; the Add to Order setting will only function for EDI accounts.
Otherwise, the window will break into two separate sections. The bottom part will now display the order details as shown below:
Any items with red boxes like the Vendor Item # field can be corrected by clicking the fields themselves and entering the appropriate information. When all required information has been confirmed, simply click the "Send Order" button to send the above order to the supplier. The screen will display communication details between your computer and supplier and will promptly display a message that the order was sent.
If you'd like to modify or remove any parts of the order, click on the "Qty to Order" values or click "Remove" / "Remove All" to remove items from the list. Proceed as above to send the order after it's been modified.
To print the report page, click the "Print Report" button or press the "Enter" key when the "Print Report" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.