X-ERP Help

Purchasing for stock

The Purchasing for Warehouse tab of the Purchasing Wizard shows which orders need to be generated based on open customer order confirmations.

Purchasing Assistant - Purchasing for warehouse

The Purchasing for Inventory tab of the Purchasing Wizard shows which orders need to be generated based on inventory thresholds.

That's what you use this page for

  • Open the purchasing wizard desktop button on the desktop Purchasing.
  • Decide on the register Purchasing for stock.
  • The suggested list created only contains items with the Buy procurement type.
  • Various selection options are available to you:
  • Warehouse from/to: Selection according to storage locations.
  • items from/to: Selection by item.
  • item group from/to: Selection by item group
  • Location: Proposal creation for one location only.
  • Standard supplier: When ordering the item, the standard supplier is suggested from the item master data (see item > Procurement).
  • Fastest supplier: Supplier with the fastest delivery time is suggested (see item > Procurement > Procurement time).
  • Cheapest supplier: The supplier with the cheapest cost price for the item is suggested (see item > Procurement > Purchase price lists).
  • Consider minimum stock: Order proposals are created for items that fall below their minimum inventory.
  • Consider reporting threshold: Order suggestions are generated for items that have reached the reporting threshold.
  • Consider maximum stock: When ordering proposals for items, the maximum stock is adhered to.
  • Create a suggestion list using the switch Suggest orders.
  • Review the suggestions and delete items that are not currently needed.
  • The suggestions provide information about the suggested quantity, the inventory quantity used and the inventory available now and later.
  • If no supplier has yet been assigned to the suggestion, editing can be activated with a double click. No order can be created without a supplier recorded.
  • With the switch Delete unassigned the entire suggestion list is deleted.
  • The button Purchasing disposition leads to the history of the orders created.
  • About Generate orders After the check has been carried out, the corresponding orders are created.

Matching depressions

  • Purchasing for sales
  • Purchasing for production