Each inventory item card under Inventory/Items, gives the user the option of setting up maximum and minimum inventory levels for each item. The purchase quantity can also be set to round up to the nearest purchasable quantity here.
The re-order list is then a list created automatically to suggest the current purchases required, based on the stock levels. To create a re-order list, use the navigation panel to go to Inventory/Reports/Re-order list.
(Click on the screenshot to enlarge).
The re-order list is “calculated” on an ongoing basis and alerts the user when items need to be re-ordered. It takes into account any items included in current purchase orders as well as those reserved for sale.
The re-order list can easily be edited, for example lines can be deleted and quantities changed.
A purchase suggestion/purchase order can then be created for each supplier.
The purchase orders look up the pricing agreements with the suppliers registered in Uniconta and automatically add the agreed prices to the purchase order. These re-orders can be made right down to the individual variants required.
Description of buttons in the toolbar/ribbon
‘Add item’: Adds an item to the re-order list.
‘Discard transaction’: Deletes the line if it is determined that it is not needed.
‘Filter/Clear filter’: Creates and clears any filters required for the list. Read more about filters here.
‘Per warehouse’/’Per location’: Can be used to create the re-order suggestion by warehouse or by location. This is useful if there are several orders of the same item but they need to be shipped to different locations.
‘Layout’: Used to create different layouts. Read more about layouts here.
‘Transactions’: Jumps to the transactions for this item.
‘Order lines’: Shows the order lines for the item.
‘Purchase lines’: Shows the purchase lines for the item.
‘Production lines’: Shows the production lines for a production item.
‘Production orders’: Shows the production orders for a production item.
‘Create purchase orders’: Creates a purchase order.
‘Report as finished’: Reports a production BOM as finished and allows the user to ‘Transfer to journal’ here.
‘Move from warehouse’: Moves the item from a warehouse, allowing the user to select the ‘Journal’, ‘Warehouse’ and the ‘Location’.
‘All fields’: Shows all fields available for the list.