Stocking Level Order

Select Mode (Buy)

Shelf Purchase Order

Stock Adjustment Order

Order Method (Buy)

Order to Max

Order to Min

Order Min to Max

Order Average Min Max

Order to Order Point

Select Mode (Return)

Overstock Return

Stock Adjustment Return

PDC Return

Order Method (Return)

Return  to Max

Return to Min

Return to Order Point

 

The system uses the 'MIN'/'MAX'/'ORDER POINT' stocking levels and the 'QTY AVAILABLE' to determine the quantity to order or to return.

 

Optionally click the 'Criteria' tab and select or edit the 'Line Codes' purchased under the 'Supplier', and/or set up the filters used to narrow the parts that will be considered for the order.

 

Optionally click the 'Options' tab to enable/disable the predefined conditions that further refine and filter the parts that will be considered for the order.

Available Default/Override (left-side) filters are:

• 'Fill Policy'
• 'Delivery Days'
• 'PO Part Cost Level'
• 'Use Buy Qty Rule'
• 'Min Cost Threshold'
• 'Min Units Threshold'
• 'Min Packs Threshold'
• 'Min Weight Threshold'
• 'Min Volume Threshold'
• 'Cost Exchange Rate'
• 'Include Core in Min Cost'
• 'Create Order Below Min'
• 'Multistore PO Type'
• 'PO + or – Percent'

Additional (right-side) filters are:

• 'Use Order Protection'
• 'Treat Negative Stock As 0'
• 'Order Only If No Stock'
• 'Ignore On Order Values'
• 'Include Reserve Quantity'
• 'Ignore Vendor Backorder'
• 'Ignore Inbound'
• 'Include Customer Backorders'
• 'Order Supersedes Instead'
• 'Adjust Order Quantity If Supersede'
• 'Adjust Order Quantity if Alternates'
• 'Order Lowest Cost Alternate Instead'
• 'Ignore Do Not Reorder (DNR)'
• 'Best Price'

 

Buy Orders Only: Select the stores for multi-store ordering on the 'Stores' tab.

 

When ready, optionally click the 'Preview' or 'Print' button to output a report with all parts that will be on the order, or click the 'Order' button to generate the order.

Buy Orders

The system calculates the order quantities depending on the stocking level method selected:

 

Order to Max
Compares the 'MAX' to the 'QTY AVAILABLE' and if the 'QTY AVAILABLE' is less than the 'MAX', the difference is ordered.

 

For example: If 'MAX' is 12 and 'QTY AVAILABLE' is 5, 7 parts are ordered to bring the 'QTY AVAILABLE' to equal the 'MAX'.

 

Order to Min 
Calculations are the same as 'Order to Max' except the system uses the 'MIN' stocking level instead of the 'MAX'. 
 
Order to Order Point 
Calculations are the same as 'Order to Max' except it uses the 'ORDER POINT' stocking level instead of the 'MAX'.

 

Order Min to Max 
Compares the 'QTY AVAILABLE' to 'MIN'. If the 'QTY AVAILABLE' is less than or equal to 'MIN', the 'MAX' value is ordered. If the 'QUANTITY AVAILABLE' is greater than 'MIN', 0 parts will be ordered. 

 

For example, if 'MIN' is 5 and 'MAX' is 10, and if the 'QTY AVAILABLE' is 2, 3 parts will be ordered. However, if 'MIN' is 5, 'MAX' is 10 and the 'AVL QUANTITY' is 6, 0 parts will be ordered.

 

Order Average Min Max 
Uses the average of 'MIN' and 'MAX' as a comparison against the 'QTY AVAILABLE'.

 

For example, if 'MIN' is 9, 'MAX' is 15 and the 'QTY AVAILABLE' is 2, then: 

(9+15) ÷ 2 = 12
(12 – 2) = 10

 

('MIN' + 'MAX') ÷ 'AVG' = 'QTY'
('QTY' – 'QTY AVAILABLE') = 'ORDER QTY'

Return Orders

The system calculates the return quantities depending on the stocking level method selected.

Order to Max
Compares the 'MAX' to the 'QTY AVAILABLE' and if the 'QTY AVAILABLE' is greater than the 'MAX', the difference is returned.

 

For example: If 'MAX' is 5 and 'QTY AVAILABLE' is 12, 2 parts are returned to bring the 'QTY AVAILABLE' to equal the 'MAX'.

 

Order to Min 
Calculations are the same as 'Order to Max' except the system uses the 'MIN' stocking level instead of the 'MAX'. 
 
Order to Order Point 
Calculations are the same as 'Order to Max' except it uses the 'ORDER POINT' stocking level instead of the 'MAX'.