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How to use Stock Min and Max Levels to Auto create Stock orders

The purpose of this guide is to show how you can add stock min and max levels to an item the use the Auto create function to create your stock order.  


This guide is broken down into 2 parts. 

1. Stock master file - enter in minimum and maximum levels

2. Stock order

 

 

Part 1:Stock Master file

  •  Go to Parts > Stock > Stock master file ( if you do not have the parts tab you will find Stock under your Workshop tab) 

Stock_Master_file.png

  •  Select F4 to search for the item

stock_item.png

  • Go to stock Options tab > Enter in weeks to cover and stock min and max levels 

re_ordering.png

 

  • Select F2 to save 

TAKE NOTE: Make sure you check the Supplier has been entered. 

Part 2- Stock order

  • Go to parts> Stock> Stock order
  • Enter in Supplier |  Purchaser  | Date 
  • Select the Auto Create button

auto.png

  • Once selected the Auto create function, enter in the item range if applicable (you can leave blank)  

number_range.png\

  • Select OK
  • The stock order will now populate the items to be reordered due to the stock min and max levels and the sales history. 

stock_levels.png

 

  • Check the figures are correct and select Finalise 

fianl.png

 

If you have any questions please email support@autosoft.com.au

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