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Purchasing for stock with an stock order proposal
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- Purchasing for stock with an stock order proposal
Purchasing for stock with an stock order proposal
Updated
by MJA
1. General information
For more information about what a stock order proposal is, click here
How you can work with stock order proposal is explained below.
It is therefore necessary that a product has a stock location AND something has already happened to the stock, such as a stock change, issue, receipt. Otherwise there are no numbers to take into account regarding the stock order proposal.
Within the stock location of the product, the fields of the 'stock order proposal' widget must be completed. Where this widget is located depends on how Newbase is organized for/by you. Below is a print screen of this widget within a summary screen of the module stock.
2. Explanation of fields that must be completed in order to work with a stock order proposal
Locatie(shelf) | Here you can enter more details about the location of the product. This can be printed on the picking list for the warehouse |
Minimum(= stock): | The minimum number of products you want to have in stock. Orders are placed if the available stock is less than the minimum stock. So not if the available stock is equal to the minimum stock. |
Prefered order qty: | The number of products that you order in addition to the minimum stock when the minimum stock has been reached, so that after ordering there is a margin again compared to that minimum stock and that the limit of the minimum stock does not immediately reach the limit again with the first sale. |
Min. order # | The minimum number of products you want to order |
# order proposition: | Proposal for the number of products to be ordered calculated by Newbase |
Example:
We have counted 107 items >
We want to maintain a minimum stock of 150 >
We want a stock margin of 50 and a preferred order quantity of 100 because we then get a good deal!
If we enter this, the situation is as follows:
Compared to the minimum, we have 43 items too few, so adding the margin of 50, we have to order 93. However, our preferred order quantity is filled in with 100, so a suggested order quantity of 100 is calculated.
3. View stock order proposal
The home screen of the stock module contains a standard search '# order proposal'. If you do not have this query on your start screen please ask you internal application manager to add this for you.
If you do this from the start screen of the stock module, an order proposal list is immediately displayed. If you open this from a summary screen, you must convert the screen to a list view yourself.
4. Create purchase orders from the order proposal list
If you agree with the proposal, you can click on the duplicate icon in the top right corner to have Newbase create purchase order(s).
Before Newbase starts creating the purchase order(s), a pop-up will appear:
If it is not certain that the stock numbers are correct, choose 'update.
If the numbers are correct continue the create purchase orders.
Depending on the number of stock products, this may take some time.
