- Product Reorder Wizard

The Product Reorder Wizard facilitates the replenishment of depleted inventory through transfers or purchases.

Navigate to Products > Products.

• Select the "More Options" icon and select "Reorder Wizard".

• A pop-up window will appear as shown below.
• Select a Stock Location from the drop down list.
• By default, "Transfer from Other Stock" is selected. The "Create PO from Preferred Vendor" feature is also available for selection.
• Click "Next" to continue.

• On the next screen, the products that meet the specified criteria are displayed, ie: stock that is below the reorder level at the selected stock location.
• Select the check box next to the product(s) in which stock will be transferred.
• Click on the "Transfer From" box to select a stock location.
• Enter the quantity to be transferred in the "Transfer Qty" field.
• Click the "Next" button to continue.

• Several options are presented on the next screen:
• SAVE AS... - Saves the table shown on screen to a CSV file.
• TRANSFER - Transfers the stock in "From" location to "To" location.
• Also creates a Ship Order for all "From" and "To" transfers with line items sorted alphabetically by Product Code.
• CANCEL - cancels the request.
• For this example, we selected "TRANSFER".

• Once the transfer is complete, navigate to Shipping & Receiving > Shipping to "Ship" the transferred stock from the "From" location.

• After the stock has been shipped, navigate to Shipping & Receiving > Receiving to receive the stock in the "To" location.