Setting Up Requisition Worksheet for Re-ordering Items

Reordering policies and requisition worksheets help manage your stock by suggesting Items to Order and creating purchase orders based on your available inventory.

Setting up the Item Card

To use the requisition worksheet you must first setup the item cards:
    Open the Item Card to setup and scroll down to the Planning FastTab.
    Set the Reordering Policy field to Maximum Qty from the available options; this will enable the Reorder Point field.
    The Reorder Point is the quantity at which the Item must be reordered. This is the data that the Garage Hive system will use to recommend an order. Add the quantity.
    You do not need to enter your Maximum Inventory.

Setting up the Item Card for multiple locations

    For garages with multiple locations with different Reorder Points, you can use the Stockkeeping Units feature to specify different Reorder Points.
    From the Item Card’s menu bar, select Related (click More Options to view Related if not visible), followed by Warehouse, and choose Stock Keeping Units.

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    Select New, to create a new Stockkeeping Unit, which functions similarly to the item card for the same item but per location.
    Select the location to specify the Reorder Point in the Location Code field.

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    Scroll down to the Planning FastTab and select Maximum Quantity as the Reordering Policy and enter the quantity at which to place an order in the Reorder Point field.
    Repeat steps 3, 4, and 5 for all the locations.

Using the Requisition Worksheet Express

The Requisition Worksheet can be accessed from the Service Advisor’s Role Centre tiles:
    Scroll down through the tiles in the Role Centre, to the Purchasing section, and select Items to Order tile.
    From the Requisition Worksheet Express Page, select Calculate Plan from the menu bar.
    Select the location in the Location Code field if you have multiple sites. Click Ok.
    A list of suggested items to be ordered will be generated. The Item Card may be accessed from the menu bar, and the Item Policies can be viewed from the FactBox on the right (if not visible, click on the FactBox icon).
    Select the checkboxes for the lines you want to process in the Accept column, choose a vendor in the Vendor No. column, and then choose Process Lines from the menu bar.
    Select whether to print the Purchase Orders in the pop-up notification, and click OK.
    Purchase orders for the relevant suppliers will be generated and you can find them in the Purchase Orders list.

Setting up Automatic Recalculation

    To setup for an automated recalculation of what to order every morning at 4:00am, select Purchasing from the Navigation menu, then Requisition Worksheet Express.
    Select Edit List in the Requisition Worksheets Express page.
    Set the Location Code and check the Enable Auto Recalc. option on the Default line.

See Also



Globe with Meridians English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click  here.