Item Specific Par Level For Inventory Balance

You can set item specific par level for inventory balance in order to get automatic notification in the Par Levels and the Orders functions when the balance goes under the par level. This helps in noticing low balance early enough to order the item before you run out of stock.

Delivery entries increase the inventory balance and withdrawals decrease the inventory balance on Stock Cards.

If you want to be able to monitor the par level and receive notification when the balance hits below it, you need to set the par level for the item on the stock card store specifically.

1. Choose STOCK – Stock Cards
2. Select Store on the top of the window.
3. Open the Stock Card for the item for which you want to add the par level.
4. Add the par level in the bottom of the ”Units and prices” tab into the Par Level field.
5. Save the stock card by choosing Save on the top of the window.

The system displays items that hit below par level in the Stock - Par Levels function. These items can be filtered both by supplier and by store. You can print a list of the items into an Excel file by choosing Print on the top of the window.

You can easily create purchase orders for the items in the Par Levels function.

1. First choose the delivery date for the items on the top of the par levels window.
   You can create orders at once to all suppliers by selecting ”All” into to Suppliers field. You can also create orders one supplier at a time by selecting the supplier.
2. Select the store for which you want to create the order.
3. Select items which you want to include in the order from the list.
4. Then choose ”Create new orders” on the top of the window.

If you selected items of only one supplier, the system will open the order directly for editing, saving and sending. See instructions Electronic Purchase Orders to Suppliers.

• If you selected items of several suppliers, the system will display the orders that were created in a separate window. Close the window and go to STOCK – Orders function from the menu bar on the left.
• Select the time frame, for which you created the orders on the top of the window.
• Edit the orders, if needed, and send them to the suppliers.

See instructions Electronic Purchase Orders to Suppliers.

In the STOCK – Orders function you can check if there are items that hit below par level in the inventory and create orders for these items.

1. Choose Add on the top of the Orders window.
2. Choose ”Par levels undershot” on the top of the window. A separate window will open up displaying the items that have hit below the par level. Items can be filtered by supplier.
3. Select the items for which you want to create a purchase order. Then choose Add.
4. Edit the orders, if needed, and send them to the suppliers. See instructions Electronic Purchase Orders to Suppliers.