Auto Generation of POs from Reorder Levels & Preferred Stock Level

The "Auto Create PO at Reorder Level" checkbox allows the system to automatically generate Purchase Orders for Vendors based on the reorder levels.

Once the reorder level is met, a purchase order is automatically generated for the item(s).
If several products related to the same vendor reach their reorder levels at the same time, a consolidated PO will be created for those items.
The Purchase Orders can be viewed under Orders > Purchase Orders.

Preferred Stock Level Approach

The Agiliron system also supports the ability to auto-generate POs based on a Preferred Stock Level.

The Preferred Stock Level is a stock quantity that you wish to maintain at all times. A PO will be auto-generated each time an order is needed to meet this stock requirement.

This feature is not on by default, please contact [email protected] if you would like to switch to the Preferred Stock Level approach. Please note that only one auto-generate PO method can be used, either the static Preferred Order Quantity from above or the Preferred Stock Level.

To begin:

Navigate to Products > Products.
Select the product name, click on the Stock Locations tab. For Matrix Items, select the "Matrix Items" tab.
Click "Edit" next to the stock location you wish to edit.

Enter the Preferred Stock Level in the field as shown below and click "Save".

The Preferred Stock Level will now appear as shown below.