Purchasing Agent and Inventory Reorder Points
Reorder points, quantities, and users can be defined for each stocked item in Paradigm to allow for faster reordering using the Purchasing Agent form. This how-to will cover how to set items up to be reordered and how to use the Purchasing Agent form.
Setting Items to be Reordered
To begin, open a stocked inventory item and go to its warehouse stock tab. Enter a buyer, reorder point, reorder quantity, and optionally a maximum quantity. When the stock is at or below the reorder point, the item will show in the purchasing agent to purchase the reorder quantity of that product. The maximum quantity field allows the reorder quantity to be limited. If the reorder point is 10, reorder quantity is 15, maximum quantity is 20, and the stock is 9, only 11 will be ordered instead of 15. Maximum quantity can be left at 0 to allow for any reorder quantity. It is also very helpful (though not required) to set a default vendor on the item as well. The item is then ready to be purchased via the purchasing agent, found under Purchase Order> Purchasing Agent.
Using the Purchasing Agent
The purchasing agent form has many controls to allow you to create POs as efficiently as possible. Note that the column order can be controlled with via Custom Setup.
1. To start, verify that the ‘Buyer’ name is set to the user’s products you want to see or ‘‘ and select the warehouse for which you want to order product.
2. You can then filter the list using the tree at the left by clicking on the section of items you wish to view, grouped either by inventory category or vendor.
3. The list of items can be further filtered using one of the ‘Filter Type’ options at the top of the form.
4. The quantity to order can be populated for all lines at once by using the ‘Reorder Options’ section at the bottom of the form.
5. The ‘Usage’ column which shows how many of that product has been sold in a date range, is controlled with the date range filter at the top of the form.
6. The ‘Update Qtys’ button can be used to recalculate all the Stock, Committed, and On Order quantities to verify them.
To select items to purchase, use the checkbox to the far left. This will trigger the ‘Order’ column [7] to be populated with the quantity that will be entered onto the PO. The Order quantity can be changed to adjust it for just this PO, or the reorder point/reorder quantity [8] can be adjusted to change what is stored on the item. The vendor to purchase the product from can be adjusted as well [9]. After selecting all of the items to order, click ‘Create PO/RFQ’. Another prompt will appear to allow you to adjust any information that needs to be adjusted before clicking ‘Create PO/RFQ’ again to create the POs.
