Place PO for parts below minimum level - Revision history

Moha at 20:20, 8 June 2011

2011-06-08T20:20:38Z

Moha at 19:59, 8 June 2011

2011-06-08T19:59:44Z

Moha: Created page with "On each inventory item, you can set a minimum on hand amount. You can then search your inventory items and compare available and minimum on hand amounts or you can create a PO f..."

2011-06-08T19:57:19Z

Created page with "On each inventory item, you can set a minimum on hand amount. You can then search your inventory items and compare available and minimum on hand amounts or you can create a PO f..."

New page

On each inventory item, you can set a minimum on hand amount. You can then search your inventory items and compare available and minimum on hand amounts or you can create a PO for your vendor and let SME find items below minimum levels.

# Go to '''Purchase Orders''' in Inventory Module.
# Click '''New''' and select the vendor. The vendor information will populate the Vendor tab on Details and Settings. Fill out the rest of the fields on Details and Settings tab as needed.
# Click '''Actions''' > '''Add from Minimum Level Inventory'''.
# The inventory items below minimum levels will display. Double click on the items to add them to the PO.
# Click '''Shipping Notes''' to add shipping notes to the PO.
# Click '''Save'''.

You can also automatically create all PO's requiring min levels. Note that this method creates all PO for parts below minimum level inventory. It will make the order based on the default vendors for the inventory. Note also, that if you have other un-received PO's it will create a new PO since the parts are still below the min until open POs are received and go into stock.

# Go to '''Utilities''' module and click '''Utilities'''.
# Click '''Inventory'''.
# Click '''Create Minimum Level Purchase Orders'''.
# Click '''Run It'''.

The PO’s will be generated for you.

<u>'''To print or email the PO:
'''</u>
# Click '''Print/ Email'''.
# To print, select Standard Purchase Order.
# To email, select Email Standard Purchase Order.

← Older revision		Revision as of 19:59, 8 June 2011
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	The PO’s will be generated for you.		The PO’s will be generated for you.

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 You can also automatically create all PO's requiring min levels. Note that this method creates all PO for parts below minimum level inventory. It will make the order based on the default vendors for the inventory. Note also, that if you have other un-received PO's it will create a new PO since the parts are still below the min until open POs are received and go into stock.
+[[File:MinLevelPO.png|right]]
 #    Go to '''Utilities''' module and click '''Utilities'''.
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 The PO’s will be generated for you.
 <u>'''To print or email the PO: