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Inventory Reordering

Through GramTracker or MixTracker, managers and admins can use a form within the system to send reorder requests via email to vendors for designated products.

 

Assigning a Vendor

Setting Default Reorder Values: Products

Setting Default Reorder Values: Categories

Issuing a Reorder Request

 

 

Assigning a Vendor

To assign a vendor for a product or inventory, simply navigate to Inventory, Bulk Inventory or Inventory, Products and edit the inventory or product in question.

 

For a Bulk, a Vendor field will appear allowing you to enter the name of the vendor. If a bracketed node ID appears after the name, you have selected a valid vendor.

 

 

For a Product, a list of vendors will appear below the pricing and tracking information. Simply control-click all applicable vendors.

 

In either case, scroll to the bottom and click Save when finished.

 

Setting Default Reorder Values: Products

To assign a vendor for a product or inventory, simply navigate to Inventory, Bulk Inventory or Inventory, Products and edit the inventory or product in question.

 

For a bulk inventory, you can set a Default Reorder Quantity and corresponding Unit of Measurement beneath the Vendor list.

 

For a simple-inventory product you can set the Default Reorder Quantity beneath the Vendor list.

 

Setting Default Reorder Values: Categories

To set a default reorder quantity for an entire category, navigate to Admin, Customize Lists and select List Terms for the Catalog list.

 

 

Click the edit link for a category you wish to adjust.

 

Under the Advanced Options header you will be able to set the Default Reorder Quantities for both bulk and simple products.

 

Click Save when you are finished setting the quantities.

 

Issuing a Reorder Request

 

Once vendors and optionally default reorder values have been assigned, you can begin issuing reorder requests. To do this, navigate to Inventory, Vendors, Reorder.

 

This will give you a dropdown prompt asking you to select a vendor. Once you have done so, click Select.

 

With a vendor selected, the form will expand to provide you with a dropdown box for all bulks and products associated with this vendor, as well as text fields for the vendor's name and email address.

 

To add an item to a reorder request, select the item from the dropdown and click Add to reorder. This will create a table listing the item name, the current quantity in stock, the Reorder Amount, and a Do Not Reorder button to remove a line item from the list. Note that product-specific default reorder quantities will override category-specific default reorder quantities.

 

Once you have constructed your reorder listing, confirm that your vendor information is correct. The Vendor Email Address will automatically populate if there is an email set for the vendor record. If no email address already exists, simply enter one manually and it will be saved to the vendor record for future use.

 

The Create Purchase Order button will create a new Purchase Order within the system, filled out with the vendor and product information entered into this form. If the vendor in question uses Store to Store to send inventory to you, it is best to leave this blank as the system will create a more detailed Purchase Order automatically once the vendor has created a Wholesale Order.

Once you have completed the form, click Reorder Now to send the reorder email.

 

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