Purchase order based on minimum stock and sales

It is possible to generate a purchase order based on minimum stock and sales in a specific period.

Please note:This order list does not show ordered products that have not yet been put in stock. So look at purchase orders in the status 'Pending', 'Inspection' and 'Backorder'. Is the order half booked? Then the products that have not yet been booked will not be on the list. Orders in the status 'New', 'Round' or 'Cancelled' are counted.

Set minimum stock per product

1. Click on "Assortment" in the menu

2. Find the specific product and click on 'View'

3. Under 'Minimum' fill in the number you want to have at least in stock.

4. In the first column, check whether the product is linked to the (right) supplier.

5. Then, on the right, click the "Save" button.

Add minimal stock and products sold to an order

But how is the product added to a purchase order?

1. Click on 'Suppliers' in the menu

2. Click on 'View' behind the relevant supplier

3. On the right, click on the 'Purchase wizard' button

4. By default, the products are immediately shown with a difference between the current and minimum stock.

Here the 'minimum number' and 'the number to be ordered' can be adjusted immediately per product.

Also, a product can be removed from the order list (if the page is refreshed, it will be shown again).

5. Below you will see a new category. If 'Purchase List' is green, you will see the products sold below.

Via the blue filter icon you can filter by, for example, a specific period.

By clicking on the 'Number of pieces' you can sort by best selling.

6. Select the products you want to add to the purchase order by clicking the box under 'Choose'. The product is then added directly to the list above (with the minimum stock of products).

By selecting the 'Purchase List', the 'Advice' or Wishlist' button, you will see more recommended products that you can order.

7. Have you added the minimum stock and products sold to the order? At the top right of the page, click on the 'Create' button.

The purchase order is now being created. You can manually add more products that do not appear on the lists.

Do you want to send the order to the supplier?

8. At the top right of the Purchase Order status, set to 'Pending'.

9. Click on the 'Send email' button.

10. A new screen will appear. If necessary, change the email address and texts.

11. Click on the 'Send email' button at the bottom.

I succeeded!

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