How to create Purchase Orders using the Replenish Stock screen

Overview

Use Replenish Stock to calculate purchasing needs, compare suppliers, and prepare Purchase Orders.

Steps

1. Open Purchasing > Replenish Stock.
2. Under What do you want to do?, select Calculate & Display a list of Items to BUY.
3. Choose an Analysis Method.
   • Past Sales History uses historical sales and your desired future supply period.
   • Min/Max uses the item’s reorder point and target stock level.
4. Set the applicable criteria and Vendor Comparison selections, then click Show Parts To Buy. Respond to any prompt about including backorders.
5. Review stock, incoming purchases, suggested quantities, and vendor costs. Assign the quantities to buy to the appropriate vendors.

   Tip: Under Functions, Auto Fill the Vendor Qty to Buy assigns suggested quantities to the lowest-cost vendor.

6. Click Proceed to open Auto Create PO or Request for Quote (RFQ).
7. Select a vendor, review the item count, quantities, and total, then select Create PO and click Proceed.
8. Review the generated PO. For additional vendors, repeat the vendor selection and creation process.