Purchasing Wizard - Creating Purchases based on Stock

You set the purchase level for each product in the product register. Purchase based on stock levels is one of four options that allow you to select the basis for the products that are going to be purchased using the Purchasing wizard. Read more in The Purchasing Wizard

Step 1

In this window you select which products are to be purchased.

Purchase based on stock - the selection of products is based on the stock levels in your own warehouse. You can refer to the specified levels in the product register at Products with available less than:

Minimum level: Products with stock level less than the minimum level specified at the product card are selected.
Purchase level: Products with stock level less than the purchase level specified at the product card are selected.
To customers (unable to deliver): Products with stock level less than the quantity in order stock are selected. This refers to the column To customers at the customer card.

Decide if the purchase should include all products, only products from a specified supplier, or only products of a specified product group.

Click Next.

Step 2

In this window you select the Base for numbers of each product to be purchased for each product. The level values for these options are stated in the Product register for each individual product.

Click Next.

Step 3

This window is only relevant if you have chosen products from One supplier in step 1. A list of all suppliers is shown. Enter supplier and click Next.

Step 4

You have now completed your selections and made all the settings for the purchase order proposal. Click Complete to execute the selections/settings and continue in the Products to be purchased window. Read more in Purchasing Wizard - Products to be purchased

Note! If you click Cancel, the settings for the Filter will not be saved.