Striven HELP
Suggested Order Report
- Shelton Fernando (Unlicensed)
- Adam Sheean
- Asad Muccadam (Unlicensed)
The Suggested order report is powerful tool that analyses your products and creates purchase orders based on customised settings.
This saves you time by automating the process of creating purchase orders
IMPORTANT : You must have your stock items set up for automatic purchase orders prior to completing this step.
To set up stock for automatic purchase orders click the link: Set Up a Stock Item for Automatic Purchase Orders
To find details on how the system bases its calculations from can be found in this document
To run this report:
Suggested Order Report | |
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| 1 | Go to => Creditors / Processes / Reorders / Print Creditor Reorder Suggestions (Alt, C, P, R, I)  |
| 2 | Fill out the following fields in the Creditor Reorder Suggestions Report window |
| 3 | A:- Action: select Report Only. B:- Stock weighting: select Use min/max. C:- Ending quantity: select Aim for maximum stock on hand. D:- Examine normal orders: set to Yes. This then examines existing open purchase orders so that you do not double up on existing stock orders. 
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| 4 | Filtering If you want to run this report for a specific supplier, press F4 - Set Range. Click on the Sort Order dropdown and select E - Supplier + Dept + Group + Fineline + Subfine Enter in the Supplier you wish to run the Suggested Order Report for in the Supplier From and To fields.
Press F9 on the Range selection window to return to the Suggested Order Report. |
| 5 | Press F9 to generate the Re-Order Suggestions Report. IMPORTANT : Check that Under the PURCHASE UNITS column, the Qty Reorder is what you want. |
| 6 | Go to back to the Creditor Reorder Suggestions Report window and select Replace Existing Reorder in the Action field.
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| 7 | Press F9 and select Yes in the Warning window, to generate the report. |
How-Tos
Suggested Order - Warehouse - Send to Reorder first
To create a Suggested Order for the Warehouse follow these instructions.
We will send this Suggested Order to the Reorder Area, so it will merge any Customer Orders that have been waiting to go out on the next warehouse order.
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In the Suggested Order Report, use the options that best suits your business as discussed above. Such as Min/Max or Sales History… |
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Click on the Options tab on the right. Set the following options: Ordered/Charged from Warehouse = Yes Chargeback = No Direct from Supplier = No
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Ensure that the Action is set to Report only. Press F9 to run the Report and review the products it wants to order. |
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Run the report again with the Action set to Replace Existing Order
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This information has now been sent to the Reorder Area for you to review. |
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Once you have reviewed the warehouse order looks correct, then run the Create Purchase Orders from Reorder process. |
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Then Transmit the Warehouse Order by following the Transmit Order to Warehouse document |
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Options
There are additional options available in the Options tab.