The purpose of reordering is to have sufficient quantities of items in inventory.

CARL Source builds a list of purchase request proposals for all items for which the quantity is below a critical threshold based on the following data:

• Procurement conditions of the item,
• Supplier's purchasing conditions, if there is only one supplier in the item catalog,
• Quantities in inventory kept up to date by Inventory inward movements and withdrawals and taking inventory.

 

If necessary, the warehouse worker will adjust this list. They can:

• Modify the supplier or the warehouse,
• Modify the quantity or price,
• Add or delete lines.

Then he/she launches automated creation of the corresponding purchase requests or Transfers by CARL Source; see Launching reordering.

 

Reorder modes

CARL Source can operate according to two separate modes:

• General reorder: quantities in inventory are calculated on all warehouses in the application.
• Reorder by warehouse: the quantities in inventory are taken into account warehouse by warehouse.

The reorder mode is a global setting of the application.
You access it via the action menu for the functions of the [Stock] module.

 

Items to be reordered

The items concerned by the reorder are those:

• Managed in inventory (check box on the Item [General] form),
• Having reorder data:
  • General reorder: "Inventory Reorder" check box on the Item [Reorder] - general tab, and the minimum quantity filled in,
  • Reorder by warehouse: a warehouse reorder line filled in with the reorder mode and minimum quantity on the Item [Procurement] - by warehouse tab.

The items are offered by CARL Source if the available quantity is equal to or below the minimum reorder quantity, with:

Quantity available = Quantity in inventory + Quantity order and not received + Quantity in transit - Quantity reserved

The minimum reorder quantity depends on the reorder mode selected in the Item [Reorder] - General or Item [Reorder] - By warehouse tab

• If the reorder mode is fixed,
  Quantity to be ordered = Minimum order quantity
• If the reorder mode is variable,
  Maximum quantity - Quantity available = Minimum order quantity

The quantity offered depends on the minimum purchase quantity in the Item [Catalog] tab

• If the minimum order quantity is greater than the minimum purchase quantity,
  Offered quantity = Minimum procurement quantity
• If the minimum order quantity is less than the minimum purchase quantity
  Offered quantity = Minimum purchase quantity

 

Generated purchase requests or POs

If the reorder is done:

• with a supplier,
  → CARL Source creates one or more purchase requests or POs.
• with another warehouse,
  → CARL Source creates one or more Transfer requests (reorder type = "Restocking").

 

Grouping of the requests depends on the "Creation of PR by supplier" setting. This setting is defined in the profile:

• If it is Yes, CARL Source creates a separate request for each supplier and destination warehouse.
• Otherwise, requests are grouped according to currency and addressee type (supplier or warehouse).