Refer to Generate Orders Overview for detailed explanations of the Ordering fields.
When you are generating a seasonal order or an order based on last years sales figures you need to think about the Order Period in Days before deciding the Order Date.
Note Minfos will always multiply the Order Period in Days by 3 to calculate how many days of sales to consider.
If you generating an order for your Cough and Cold category based on last winter's sales:
- If you need to generate a 30 day order, (90 days of sales is considered). The order date required would need to be either the end of last winter or towards the end of last winter e.g. 31/07/2020. Minfos would then look at the sales period of 03/05/2020 to 31/07/2020, or enter the Order Date of 31/08/2020 Minfos would then look at the sales period of 03/06/2020 to 31/08/2020.
Navigate to Order Maintenance:
1. Click Generate.
The Order Generation window is displayed.
a. Supplier: Defaults to your preferred wholesaler, adjust if required. Type in the required supplier's Supplier Code and press [Tab] or enter the supplier's name and press [Tab] to search for the supplier.
The Supplier Search Window is displayed.
i. Highlight the required supplier and click Okay or press [Enter].
b. Category: Defaults to Department, click the drop-down to adjust to the Category type required.
c. From Dept. & To Dept.: In both the From and To fields, type in the required Department Code and press [Tab] or enter the category name e.g. Cough and Cold and press [Tab] to search for the department.
The Department Search Window is displayed.
i. Highlight the required department and click Okay or press [Enter].
d. From Company & To Company: Leave these fields on the default setting, that way all products (from the Supplier) in your database will be considered in this order.
e. Description: Enter a meaningful description for your order e.g. reason for the order, date and who is responsible for the order.
f. Order Date: Enter the required historical date. In this example a monthly order will be generated, so 90 days of sales will be reviewed, so the date required for this Cough and Cold order is 31/07/2020 (t The Order Period in Days x 3 is the historical sales period used.
g. Order Period in Days: The field defaults to 7, enter the number of days you would like to make your current stock holding up to. Minfos recommend at least 30 days for a Monthly order, 90 days worth of sales data is then used to create today's order.
h. Delivery Time: Defaults to 1 day, increase if required e.g. if it takes 5 days from today to receive the stock increase to 5. Minfos will then increase the quantities that are generated.
i. Z Factor: Defaults to 30.00, leave this field as it is.
j. Shelf Pack Rnd: Defaults to 80.00%, leave this field as it is.
k. Round Up After: Defaults to 4, leave this field as it is.
l. Order Type: Defaults to 1. Normal, leave this field as it is.
m. Use Default Suppliers: Checked by default, it is recommended to leave this checked. However, if you have products set to a Preferred Supplier to take advantage of an RRP price policy but you order the stock from a broker, you may need to uncheck this.
n. Order content: Defaults to 1. All Products. Unless you need to separate dispense products from retail products leave this field set to 1. All Products. If you do need to separate the content, click the drop-down and select either 2. Dispense or 3. Retail.
o. Include Negatives: Unchecked by default, it is an optional checkbox. Refer to Generate Orders Overview for an explanation on this field.
p. Include Out of stocks (last 3 months): Unchecked by default, it is an optional checkbox. Refer to Generate Orders Overview for an explanation on this field.
q. Include Uncollected Scripts: This is unchecked by default, Minfos recommend this is checked.
r. Generate: Click Generate to start the order generation process.
The Order Maintenance window is displayed, your order will be in a status of Created.
Refer to Edit an Order to learn how to adjust your generated order.