4. Supply Needs¶
Supply needs is a key feature in the Procurement extension : it summarizes every products the system recommends to purchase :
- Products for which you have orders to ship but no stock (backorders)
- Low stock products (stock below the notify level)
If a product fulfill one of these requirements, then it is displayed in the supply needs grid.
Understand the different columns¶
Qty for backorders
This is the quantity you need to purchase to fulfill backorders.
- If you use only the procurement extension, the quantity for backorder applies for products with negative quantity : if product stock level is -2, the quantity for backorders is 2
- If you also use Embedded ERP or the Inventory extension, the backorder quantity is equal to the quantity to ship minus the quantity on hand for the product warehouses
Qty for low stock
This is the quantity you need to purchase to reach the “ideal” stock level
If you use only the procurement extension, this is the difference between the current stock level and the “Notify for quantity below” setting (available in the “advanced inventory” popup from the product view)
If you also use Embedded ERP or the Inventory extension, the qty for low stock follow these rules :
- Applies only if the quantity available is below the warning stock level
- Then, calculate the quantity required to reach the ideal stock level
Qty to receive
This is the quantity expected from purchase with status “Expected” : orders with another status are not considered.
Suggested qty to order
This is the SUM of the quantity needed for backorder, plus the quantity needed for low stock, minus the quantity to receive
This is the status of the supply need :
- Backorders : you must order this product because there are backorders (and maybe also low stock)
- Low stock : you must order this product to reach a certain level of stock
- Waiting for reception : there is one or several PO expected that cover the needs. Once the PO are received, the product will be removed from the supply needs screen
Qty to order
Select here the quantity to add to the purchase order :
- you can manually fill the quantity wanted
- Use the button on the left of the textbox to select quantity required for backorders
- Use the button on the right of the textbox to select quantity required for backorders + low stock
Use this column to filter the supply needs by supplier.
If a product is associated to one or several suppliers, associated suppliers are displayed with the buying price
Additionnal columns with ERP¶
If use Embedded ERP, additionnal columns are available :
Display the sales history (based on the 3 ranges set in the configuration)
Average sales per week
Calculate the average sales per week from the history statistics.
Number of days before the out of stock (calculated using the current stock level and the averages sales per week).
Create a Purchase Order¶
The purpose of the supply needs screen is to help you to create a new Purchase Order easily.
First, you must apply the filters to identify products for the supplier you want to place a purchase order for :
- Using the “Supplier” column
- Using filters by product name
- Optionnaly, using the “Status” column (if you want to order only products required for backorders)
Once you have filtered the products, you must set for each product the quantity to purchase :
- You can fill this value manually in each textbox
- Use both button around the textbox (see above for more details)
- Use the “Fill with X qty” buttons at the top to mass fill the quantities (you can of course manually edit quantities after)
Once product quantities are filled, you can create a new Purchase Order using the “Create a new Purchase order” button : a list of suppliers drops, click on the wanted supplier and a new purchase order is create for the selected supplier, with the selected products and quantites.