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Reorder Levels / Order Recommendations

15
Jul

KORONA allows you to set reorder levels and will generate order recommendations based on those level. The following guide will outline how to set reorder levels and how to generate orders.

Set Reorder Levels

Set Reorder Levels for a Specific Product

In order to set reorder levels for a specific product go to your product list under Inventory > Products and select the item you would like to set reorder levels for. After you selected the product, you can use the Stocks button to access the stock screen.

The following screen will allow you to adjust Reorder Level and Maximum Stock Level for each warehouse individually. Once you’re done setting you reorder levels confirm the changes by pressing Save.

If you are using the store package please use the Store Prices instead. On this page, you may choose to List or Delist all org units or you may choose to list Only Warehouses by clicking on the respective button. You may also enter in a date for the Shelf Life.

Set Reorder Levels for Multiple Products

In order to set reorder levels for multiple products go to your product list under Inventory > Products and open the Filter option. After you selected the desired filters you can use the Stocks button to access the stock screen.

The following screen will require you to select a specific Warehouse first. Once you have selected the warehouse. You can adjust reorder levels for each product that matches your filter.  Once you are done making changes you can apply the changes by using the save button.

Order recommendation / Short Stock Widget

If you don’t already have the Short stock widget on your dashboard you can add by selecting Short Stock from widget list.

Once you have added the Short Stock/Order recommendation widget you can select a specific Warehouse from the drop-down menu to review the recommendations for. Click Show details. Once the Short Stock page launches, on the left-hand side listed are the Supplier names, Items (Quantity)and total (monetary amount).

Products with shortages are listed on the right-hand side. Listed for these products are the Name, Number, Order Code, and Quantity. By clicking on Create Stock Order the system will automatically compile the order and take you there. On the Edit stock order page continue the order as usual. once satisfied with the selections click Book.