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Quantum VS Help: File Maintenance |
The Reorders (Orders Required) report shows which products need to be re-ordered, based on the Stock record.
For each product within the range entered, this report will compare Average Daily Usage and the Product Lead Time on the Product record with the current Free Stock and On Purchase Order balance of the product. Based on this, the report will show which products require Purchase Orders to bring the stock up to equal at least the Average Monthly usage to ensure that the anticipated sales for the month can be covered successfully.
The Report shows the Product Code and Description, Free Stock, On Purchase Order Quantity, Maximum Monthly Usage, Average Monthly Usage, Supplier and Lead Time.
Although similar to the Suggested Purchase Ordering report, the Reorders (Orders Required) report does not suggest a quantity to order. Rather, it simply identifies those products that need investigation. The Reorders (Orders Required) report can be used to identify products that have not been picked up by the Suggested Orders report (due to their data set up etc.).
To run the Reorders (Orders Required) report:
1. Either:
Or: From the Toolbar - Main Menu: select Tools > Show Reports.
OR: Click the appropriate module on the Mega Menu then - under reports - select the required Report.
The Reports record opens in a new tab, listing all Reports by Name and Category.
2. Use your mouse or [Tab] key to select the Reorders (Orders Required) report:
3. Select report options in the available fields as required, using the following as a guide:
Note: You may use your [Tab] key to move from one field to the next.
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Definition
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Available Branches / Selected Branches
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If no branches are selected, the report will include ALL branches.
Moving Branches To The Selected Branches List: You may select a specific branch - or branches - to report on by moving branches from the Available Branches list - which lists all of your branches - to the Selected Branches list. Click:
Removing Branches From The Selected Branches List: To remove branches from the Selected Branches list, click:
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Sequence |
Click the appropriate button in order to sequence the report results in Product or Section order.
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From / To
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If 'Product' was selected above:
In the From and To fields below, enter the first and/or last Product code in the sequence of products you wish to include in the report.
If you enter nothing in the From / To fields, the process will be run on your whole Product list.
If you don't know the Product Code you may enter it automatically using the Finder. To do this:
If 'Section' was selected above:
Note: The section code represents a sequence of up to ten alphanumeric characters or spaces (e.g. PAINT00001). The first five characters represent the Section Name, which is entered on the Section Name field of the Product record (Main tab). The following five characters represent the Section Order Code which is entered on the Section Order Code field of the Product record (Main tab). If either is fewer than five characters in length, enter a space for each missing character. |
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Stocked Products
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Check this field to include stocked products only.
Note: Stocked products are products for which stock levels are maintained at the relevant branch(es) as the product moves. |
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Non Stocked Products
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Check this field to include non-stocked products only.
Note: Stocked products are products for which stock levels are not maintained at the relevant branch(es). |
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Print Section Order
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Check this field to print the Section/Order Code on the report.
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4. Click Start on the Toolbar - Sub Menu to begin running the report.
5. When the report has finished running, a Status message will be shown listing a URL at which the report can be viewed and printed or emailed if necessary.
Note: You may use Print Groups to view, print or email the report at a later date. See Viewing, Printing And Emailing Documents.
Click OK to close this message. You may now close the Reports tab if you wish.
