Purchase Order: Suggested Orders
1. Open and Login to POSWorks System Menu.
2. Navigate to Purchase Orders.
3. Select New to create a blank order and enter a Supplier.
4. Select 'Suggest Orders' Select Manual Suggest
5. Enter in available Order Information.
6. Select Suggest.
Once the Order is generated you have the ability to add or remove Items and edit quantities.
7. Hit Send Order.
Order Types
Suggested Order Method
Description
Dynamic Min / Max
For Item with Weeks min / Weeks max SOH set, will live calculate Min / Max by multiplying Weeks Values by ROS, and will then suggest as if using the normal Min /Max method.
Min/Max Method
For items with Min / Max SOH set, will order up to max for items where SOH falls to Min or below.
Min and Max SOH are set up in Item Maintenance against each item, or can be set up in bulk using the Min Max Manager program.
eg. Order Qty = Max - SOH - Current On Order (where SOH <= Min)
Order XXX days of stock
Orders XXX days of stock based on ROS.
Does not take into account current SOH, but will order less if product already on order.
eg. Order Qty = (XXX * ROS / 7) - Current On Order
Topup to XXX days of stock
Tops up SOH to XXX days of stock based on ROS.
eg. Order Qty = (XXX * ROS / 7) - SOH - Current On Order
Replenish XXX days of stock
Calculates exactly how much stock has been sold in the last XXX days and orders this quantity.
Does not take into account current SOH or On Order quantity.
Note: Suggested orders use a variable called Effective SOH to find the correct quantity. Effective SOH = Stock on Hand + Quantity On Order, if SOH < 0 then Effective SOH = Quantity On Order. This avoids negative SOH bloating a suggested order incorrectly because negative SOH is physically impossible.
Note: Order Types can be managed at the Item level. In Item Maintenance, you can add a min/ max quantity which is directly related to the Min / Max ordering method. At the Item level, you also have the ability to manage types by entering an order type in the grid column Suggest Method.