Start Order Guide
Navigating to Create Order Guide
1. Go to “Inventory” on the menu bar, then select “Order Guides” and then “Create Order Guide”.
Adding Order Guide Details
Order Guide Entry Details
1. Guide Code - this is an abbreviation of the Guide name and will help when searching for guide. The Code must be unique and can only be up to 15 characters.
2. Name – this should be a full description of the items in the guide.
3. Transaction Type – from the transaction type dropdown, select from the following options:
- Stock Request – To request items from warehouse
- Stock Return – To return items back to the warehouse (for warehouse use only)
- Stock Transfer – To transfer items from one warehouse to another warehouse (for warehouse use only)
- Department Transfer - To transfer items from one department to another department. Both departments need to be aware of the transfer.
4. Select the Departments – choose the Bill To Department and Distribute From departments.
5. Click New – this will create the new Order Guide.
Adding Items to the Order Guide
Adding Items to Order Guide
1. On the “Details” tab, click on “Items”. This will allow you to search and attach items to your order.
2. Search and select the items that you would like to request, making sure to click on the item’s checkbox. You can go from 1 page to another selecting all your items before going to the next step.
3. After you have selected all the items you need, click on “Enter Selected Lines”.
4. Then select “Create Selected Lines”.
Adding Extra Details
Adding Extra Details
1. Shelf – you can assign items by locations for easy sorting. (Ex: if you have racks you can code them like A01 & B01)
2. Default Qty – will populate the quantity on every request created from the order guide. (This is usually left blank)
3. Min & Max Qty - this section is pars for your guide. (NOTE: this will not tell you when and what to order. It is more a guide line.)
4. Default Sorting – Use this method to organize items when creating the request based on the guide: if you used "shelf" as the criterion, sort the items first by shelf and then by description.
5. Notes – these notes will be added to every request created from the guide.
6. Finalize Order Guide - Click “Update” to finalize the Order Guide.
