Custom Design Software offers 4 separate methods of ordering stock "Fill In" merchandise.
Manually Entered Stock Purchase Orders
To create a purchase order, click Inventory: Purchase Orders: Order for Stock. The next form that appear on the screen will allow you to choose how you want to review the Inventory data base. If you want to scan through every item, choose Every Item. If you want to scan only by manufacturer, choose By Manufacturer, and select the manufacturer in the drop down list. If you want to scan only by department, choose By Department, and enter select the department number in the drop down list. In any of the 3 choices, Click OK (or press Enter) to continue.
Next, the "Order for Stock" and "Purchase Orders" forms appear. In the purchase order form, use the back/forward buttons to scroll through the database to find the item you wish to order. When found, enter the quantity you wish to order, and the store location you want the merchandise shipped to. click Apply to save this line item. As long as you stay within one manufacturer, a single purchase order will be generated.
When finished, click Cancel and Menu to return to the main menu.
Note: Purchase Orders are the only thing that Custom Design Software Batches. In other words, a P/O is not printed at this time. At the end of the day or whenever you choose, you click on Inventory, Purchase Orders, Quick Print POs to actually print out the purchase orders.
2. Minimum Level Stock Purchase Orders
This method of ordering "Fill In" stock merchandise is based on setting minimum stock levels for your "Best Sellers". The minimum stock level is set on the Main Inventory Screen. For multiple stores, this field represents the minimum stock level at each store.
When you click on this option, a form is generated on the screen showing. by default, anything the is less than the minimum stock level set for each item.
You select an individual store, individual manufacturer or department to limit the selection. On this form, you can double click on the Tag/Untag column to stop the ordering of that line item. You can also change the Ordering column if you want to increase or decrease the quantities. When you ready, click on Order button and the Purchase Order will be built as per form.
3. Order By Demand
The Order By Demand function was designed to help you order merchandise just in time to deliver to customers. You may find this function especially helpful if your store sells items on Layaway and waits to order them until a certain amount has been collected, or while out of stock, intending to make delivery from the next purchase order.
To generate orders by demand, select the Store Number and date range you would like to order for. This will load any PO or LAW sale items scheduled for delivery in that date range into the upper grid. At the same time, the lower grid will be filled with corresponding inventory item descriptions.
This part looks confusing, but don't fear! The lower grid behaves exactly like the Minumum Stock Levels screen. The difference is that the amount to order is taken from the upper grid. You don't need to do anything to the lower grid in order to make orders by demand.
Select the items you wish to order in the upper grid, by double-clicking in the Order column. This will cause an "x" to appear in that cell. At the same time, the lower grid will jump to the matching item definition, put an "x" in the Tag/ Untag column, and adjust the Ordering value.
If you select an item by mistake or change your mind, simply double-click the upper grid's "x" to remove that item from the order.
The Order combo box adjusts the sorting of the upper grid. This can help you verify that you've ordered all of a customer's items, or everything you require from a certain vendor. Changing the sort order does not alter the items you have already scheduled for ordering.
When the lower grid reflects your purchasing desires, click the Order button to create the purchase orders. One purchase order will be made for each selected vendor.
4. Order Stock "On The Fly"
If you just need to order a few random items for "Fill In" Click on Inventory, View Stock Items. Enter the item you want to order. There is a PO button on the bottom of the screen. Click on the button, enter quantity and location, the purchase order is automatically entered "On The Fly".
See: View Stock Items
