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