Retail Back Office: Inventory - Low Stock

Retail Back Office: Inventory - Low Stock


Navigation: Sign into the Back Office for your Retail Store, then select Inventory > Low Stock.
         
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The Low Stock page appears with the Item tab. The system will automatically sort all the Low Stock Items by Vendors in table format. The name of the Vendor appears at the upper-left of each table, with a corresponding Create Purchase Order button to an make Purchase Orders for all the Items from that Vendor that are Low in Stock.



Vendor Table

  1. Each vendor’s table contains the following columns:

    1. Name – The name of the inventory item.
    2. Type – The type of inventory item (Retail or Menu).
    3. Min Quantity – The needed minimum quantity of the product.
    4. Available Quantity – The quantity on-hand.
    5. Inventory Unit – The unit of measure for the inventory item.


Create a Purchase Order

A new Purchase Order can be created by clicking the Create Purchase Order button. The New Purchase Order page appears, containing the following fields:

  1. Vendor – Will be pre-populated by the corresponding name of the vendor.
  2. Date – Today’s Date.
  3. Place Order Via – Select Print (default) or Email. If Email, the CC field appears to enter any additional email addresses in the CC field of the email.


  4. The Vendor Address and Ship To will be pre-populated based on the vendor’s information on file.
  5. Items To Be Ordered – Each item under the vendor currently experiencing low stock each will have its own row. Update the corresponding Quantity of each item to update the Purchase Order. The row’s Price will reflect the updated Quantity – along with the Total at the bottom.