How to prepare orders based on stock levels

Set minimum and target stock quantities to prepare orders based on stock levels

Published on 05/19/2023Hind Andaloussi

Why order based on stocks?

It is important not to immobilize too much value in stock: this is one of the main axes for improving profitability.

Ordering according to the state of stocks is a relatively common method, which makes it possible to radically reduce losses by ordering only the supplement necessary for the proper functioning of the establishment's production.

How to order according to stocks?

Set up minimum stock and target stock quantities

To be ordered from stocks, an article must at least have in its stock information, the indication of the minimum quantity and / or the target quantity that the article must necessarily present to ensure production, or even to avoid stock shortage. some products.

To create and set up stock units:

  • You have to go to the "stock information" section of the article page;
  • Then add a stock unit

It is also possible to configure these different quantities directly in the item or recipe stock views.

Choose an ordering strategy

The preparation of orders according to stock is possible from the Inventory & stock management tab  of the main menu

In the drop-down title in the header, select the Ingredient / Recipe stocks state view.

Once the stock units have been configured, two ordering strategies will be possible:

  • Order the minimum stock: Order the quantities corresponding to the safety stock to avoid shortages
  • Order the minimum stock: Order the quantities corresponding to the buffer stock to ensure production and mitigate risks)

An option will then allow the available stocks to be deducted in order to order only the missing differential.

Generate orders from stocks

To prepare orders:

Check that the units of the products to be ordered are configured and have a positive minimum stock and / or target stock value, this is the activating parameter of the order so only these units will be sent to the orders.

  • Click on the Prepare orders button
    In the preparation modal:
  • Select a supplier (all by default)
  • An option allows to Add to current orders from the same supplier
  • Select an ordering strategy from:
    - Order minimum stock
    - Order target stock
  • An option allows to Deduct the quantities in stock
  • Validate by clicking on Create