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Auto Generating POs from Sales
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    Anthony
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    Auto Generating POs from Sales

    by Anthony » Tue Jun 07, 2016 10:01 am

    Did you know that you can auto generate purchase orders without having to set inventory minimum and maximum levels?

    To do this, select Report Selector > ReportsInventory > Items > "Reorder/Restock" > select either "Reorder - Sales" or "Reorder - Sales without Costs" > select your desired Include/Sort Order and hit OK.

    Here is the important part.  When the Filter screen is displayed, select and add a date range filter to the Current Filters.  Items sold within this date range with the amount sold will be automatically added to purchase orders.  With the Date Range selected, go ahead and select any other filter you would like and run the report.

    If you are happy with the report, next is to have RetailEdge create the PO.

    Select Inventory (from the top left) > Purchase Orders > Auto Generate PO > Based on Sales. Then Select the same filters as the Report you previously ran and select OK. 

    The Utility will run and once it is completed you will see a confirmation that the PO has been created.

    Note: RetailEdge will create a PO for each vendor that had an item sold.  So this process might create multiple POs. 


    And That's it! 
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