ReOrder Options

ReOrder Options

ReOrder options are a way to have the system help you know when and how many of each product to order, but this only works if you first establish a ReOrder Method, take/enter an Initial Count for On Hand Qty.'s, and either record (Issue Products) when you use products or take additional Inventory Counts before you plan to place orders.

Method - the first step is to choose a ReOrder Method

Choose from the 5 different ReOrder methods in the list (including None)
    1. Only one ReOrder Method can be used per product.
    2. When the assigned ReOrder option is triggered, the product will be added to the Recommended page for Ordering (recommended for reorder).

  1. None

    1. This means there is No reorder method assigned.

  2. Min/Max

    1. 2 fields will appear after choosing Min/Max   -   Minimum Unit Qty. and Maximum Unit Qty.
    2. Minimum Unit Qty. is the on hand value (or threshold) at which you would like to be notified to ReOrder the product.
      1. When the Units On Hand Qty. drops equal to or below the Min. Unit Qty. that you specify - the system will automatically Add the product to the Recommend (for reorder) list.
    3. Maximum Unit Qty. is the maximum number of Units or Containers you want to have in stock or On Hand for the product.
      1. The Maximum Unit Qty. will tell the system how much to Recommend for ReOrder.
      2. This is done by subtracting the Units On Hand Qty. from the Maximum Unit Quantity - this gives you the Recommended Order Qty.
Example:  If you have 2 On Hand and the Maximum Unit Qty. is 10, the Recommended page will recommend you Order a Qty. of 8.

      3. Target

  1. After selecting the Target reorder method, enter the Target Qty. for the product.
  2. The Target Qty. is the desired (or maximum) quantity of the product that you want to have In Stock/On Hand.
  3. Once the Units On Hand Qty. falls below the Target Qty., even by 1 unit, the product will appear on the Recommend list.
    1. Target Qty. is great for Consignment products such as denture teeth or for products where you want to remind the staff, when Ordering, what the optimal order amount should be.

      4. Non Stock

  1. Use this reorder method if you only want the system to Recommend the product to be Re-Ordered when their have been More Units Requested than you have On Hand.
  2. This Re-Order method is for products that are not of urgent need and that you do not want to keep an Inventory stock of.

      5. Consignment

  1. When 'activated or toggled on' this indicates that the product is a Consignment product and allow you to filter to see only Consignment products on the Recommended page.
  2. Once toggled 'On' you will see that the ReOrder Method 'Target' is set and you will need to also enter the Target Qty.
  3. Once your On Hand Qty. is less than the Target Qty. the product will show on the Recommended page.


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