| Period from - to |
We select a past period for which we want to consider the realized sale |
| Item |
Data selection can be limited to a specific item |
| Name |
Data selection can be limited to a specific item name |
| Primary Supplier |
The selection of data can be limited to a specific primary supplier specified in the item register |
| Prim. Categ. |
The selection of data can be limited to a primary category specified in the item register |
| Sec. Categ. |
The selection of data can be limited to a secondary category specified in the item register |
| Departments |
Data selection can be limited to a specific department or multiple departments |
| Cost Ctr. |
Data selection can be limited to a specific cost center or multiple cost centers |
| Warehouse |
Warehouse Data selection can be limited to a specific warehouse or multiple warehouses. The data are taken from warehouse or. warehouses where sales were realized. |
| Include Items in Spec. |
We select this option, if we want to collect data also for the items that appear in the bill of materials of the parent items |
| Collect data for |
Data can be collected for:
- Week: The program will print or select the data selected for a specific period entered above. calculated on a weekly average;
- 2 Weeks: The program will print or select the data selected for a specific period entered above. calculated on a 2 weeks average;
- Month: The program will print or select the data selected for a specific period entered above. calculated on a monthly average basis;
- Quarter: The program will print or select the data selected for a specific period entered above. calculated on a quarterly average;
- Year: The program will print or select the data selected for a certain period entered above. calculated according to the annual average;
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| Calculate Quantity to Order Based On
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Method for calculating the Quantity to order can be chosen according to:
- Minimum stock: the quantity to be ordered is calculated based on the data on the minimum stock in the Item Code;
- Optimal stock: the quantity to be ordered is calculated based on the data on the optimal stock in the Item Code;
- Current stock: The quantity to be ordered is calculated based on the current stock data.
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| Planned Sales Index |
Depending on the sales plan in the future, enter the appropriate index, based on which the quantity is calculated in the Planned sales column.
If the index is 100 there will be no change, which means that we plan to sell in the future will be the same as in the past.
If the index is greater than 100, it means that we plan that sales in the future period (for the entered index) will be higher than in the previous period;
If the index is less than 100, it means that we plan that sales in the future period (for the entered index) will be lower than in the previous period;
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| Collect |
By clicking on the Collect button, the program selects the data according to the entered criteria. |
| Include Created Purchase Orders |
We check this option if we want the program to take into account the created purchase orders when calculating free stock. At the same time, we must also select the appropriate types of order documents for suppliers in the Purchase Order panel.
Only confirmed and not yet delivered orders (partially or in full) are taken into account here.
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| Validity date |
If we want to limit the selection of orders that affect the free stock according to a certain Validity time, we enter it here. |
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Include Created Sales Orders
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We check this option if we want the program to take into account the created sales orders when calculating free stock. In addition, we must also select the appropriate types of sales order documents in the Sales Order panel.
Only confirmed and undelivered orders (partially or in full) are taken into account here
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| Validity date |
If we want to limit the selection of orders that affect the free stock according to a certain Validity time, we enter it here. |
| Include Items without transactions |
This option means, that even the items which have no transactions in period selected, will be taken into account regarding the data about minimum, optimum or current stock. This option is default not selected. |
| Create Purchase Orders |
we select the parameters for creating orders to suppliers based on the data collected here. Orders to suppliers will be created only for those items that have a positive value in the Order quantity column.
- Document type:
- Delivery by:
- Default status:
If, depending on the selected varietal concept, the positions can be combined (eg the same item, the same customer, the same order, the same delivery time, the same note), they will be combined on the newly created order to the supplier!
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| Create |
By clicking on the Create button, the program creates the purchase orders according to the entered criteria. |