Reordering the Correct Number of Items

Tip

Set your Min. Purchase Qty for all items you reorder.

Most items have a minimum purchase quantity other than 1 in the CDB to calculate a suggested reorder quantity. That is to say where you cannot reorder one single pack of cigarettes or one candy bar, the CDB Reorder report suggests the minimum order to cover your reorder requirements. The Reorder report does this by suggesting orders in quantities that equal the number of single items in each pack/case/carton unit purchased from your vendor as defined in Minimum Purchases Qty.  Converting EDI files updates the Minimum Purchases Qty values automatically. For non-EDI items, you may update the Minimum Purchases Qty from "Inventory Maintenance" en masse from "Item Adjustment."

For example, when the system calculates a need of 1-10 cigarette single packs, the Order/Reorder report suggests an order of 10 single packs and this amount is equal to 1 "pack" or carton. The terminology for cigarettes is different than for most items in that the single item is a "pack" with twenty cigarettes inside. The Minimum Purchases Qty value for a single pack of cigarettes is 10 because there are 10 single-retail items in the carton. The "carton" is the name of the package you buy from your wholesale vendor. Most candy bars come in packages of 24 or 36. Therefore, when the system calculates that you need to buy one single item, it suggests:

• an order of 10 single-packs of cigarettes, which also shows you this is 1 package or "carton" from the vendor
• 36 regular candy bars, which also shows you this is equal to an order for 1 package or "box" of regular candy bars
• 24 king-size candy bars, which also shows you this is equal to an order for 1 package or "box" of king-size candy bars

There are several ways to build the reorder transaction, which may be used for printing a Reorder report or sending the reorder electronically:

• You may use the hand-held terminal (HHT) to create a paidout with all the items you want to reorder.
• You may use the Recurring paidout feature to create a paidout with all the items you want to reorder.
• You may use the Reorder report form to create a paidout with all the items you want to reorder based on sales history calculations, minimum-on-hand and maximum-on-hand vs. quantity-on-hand calculations, or department range of items.

After creating the paidout, view the Order report to review the order. On the Daily Work menu, click Purchases/Payables. Open the paidout transaction for the order/reorder. On the Print menu, click Order. The Order column shows the desired number of items. The Packs column shows the number of vendor units required to purchase to meet the Order value. See that the Vendor Item # column contains a number if your vendor requires an order by this number or the item listed will be ignored by the vendor. McLane requires a Vendor Item #.

If you want to hand this Order report to a vendor, on the File menu, click Print, select your printer, and click OK.

If you want to send this reorder electronically to your EDI vendor, on the File menu, click Close, on the CAO menu, click Transmission. Click Create Order. Click Send Order.

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