User Manual

Critical On-hand

The Stock -> Critical on-hand page shows procured and manufactured items which are in demand and therefore below their minimum available quantity and need re-ordering. 

For an item to show up on this report, its Min. stock parameter needs to be set, even 0.

The Stock -> Critical on-hand allows

  • raising purchase orders and manufacturing orders to fill requirements and minimal inventory levels,
  • saving a PDF or CSV report,
  • automatically connecting the newly ordered items to where these were required (FIFO principle).

Creating MOs and POs to fulfill requirements and minimal inventory levels

For creating a PO from the Critical on-hand:

  1. Open Stock -> Critical on-hand.
  2. Click on the Create a purchase order Create a purchase order button on an item's line.
  3. All other below minimum items from the same vendor are automatically added to the same PO.* 
  4. All PO details are automatically filled, including price, minimum order quantity, and expected delivery date.*
  5. Update any details of the PO, e.g. add, remove or edit the line items.
  6. Save to create the PO.

When the Purchase Order is saved, all the ordered items are automatically booked to where these were demanded from, Customer or Manufacturing Orders (following the FIFO principle).

*For the automatic grouping and Purchase Order pre-population to work the Purchase Terms have been entered for the items.

For creating an MO from the Critical on-hand:

  1. Open Stock -> Critical on-hand.
  2. Click on the Create a manufacturing order Create a manufacturing order button on an item's line.
  3. The MO quantity is automatically set to relieve all requirements and minimal inventory levels.
  4. Update any details of the MO, e.g. the quantity, or the start or due dates.
  5. Save to schedule the order.

When the Manufacturing Order is saved, all the manufactured items are automatically booked to where these were demanded from, Customer or Manufacturing Orders (following the FIFO principle).

Demand for items from sales or manufacturing

In general, demand is raised, when items are being booked for a CO or a MO, and these items are not available. Therefore, the available inventory levels become negative.

For raising demand for materials from a Manufacturing Order:

  1. Schedule the Manufacturing Order.
  2. If some materials are not available, demand will be raised.

For raising demand for products or procured items from a Customer Order:

  1. Open the Customer Order, or create new.
  2. Click Check stock and book items.
  3. Click Book all items and confirm.
  4. If some items are not available in stock, demand will be raised for both manufactured products and procured items for resale.