The LoMag warehouse program generates order documents to the supplier to add the missing items in the warehouse, which have already been ordered by customers and warehouse has a zero state of these quantities. Since the current stock level achieved to a minimum level as our customers owned them by placing orders.
LoMag software allows you to set a minimum and maximum status for each item. When editing items we can include these parameters, the Low Qty and High Qty threshold are shown in the figure below.
The low quantity helps us to control items that we have little quantity in stock. In order to search for items with a minimum or maximum status, open the search window by using the find icon present in the main menu and then select the low / high qty threshold option. This will display a list of items that meet the selected criteria.
Based on the previously selected filter, the user has the option of exporting the missing items to Excel, or can immediately generate an order document in the program to the supplier to supplement the missing items. After selecting the items that you want to order (they will be highlighted in blue), right-click and choose create document and then select the order to the supplier option.
Then choose the amount of items you want to order and press OK.
A document will then be created in which we have a ready order for the supplier. Save the document and send to supplier by e-mail.
The quantity of ordered items can be controlled in the search window by adding the columns ordered.
If more items are ordered by our customers than we have in stock, then we can automatically generate an order to the supplier. To do this, click on the documents tab and select the creator of order to the supplier option from the drop-down list. In the newly displayed window, we can select the date range from which order documents from our customers are to come. Press the 'Next' button to go to second wizard step.
Then select the name of customers who ordered our items within the given period.
In the third step of the orders wizard for the supplier, the system will search for all orders placed by the customers indicated in the previous step, who placed orders within the dates set by us in the first point. Choose the interested orders and then click the next button.
The next step is choosing whether we generate one aggregate document for all items or multiple documents for each supplier. In the screenshot below, no default supplier is defined, therefore the option to generate a bulk document will be selected.
The last step of the wizard is to choose the method of calculating the ordered items:
By pressing the generate document button, a new window will be displayed with a document on which items will be visible in quantities such that after completing all the orders previously specified in the desired time period they still have a minimum stock level.
In the item list, the LoMag software user has the option of setting a default supplier for the item. To do this, edit the desired item and select the supplier from the drop-down menu, and then save the changes.
In the way we already know from this instruction, after starting the order wizard for the supplier, go to step fourth step and select the option to generate multiple ZD documents. Separate for each configured supplier of goods (if there is one default supplier for more items, the list of suppliers will be automatically smaller than the number of ordered items, since all items for this supplier will be placed on one document). Press the next button.
This time we will choose the option to sum the quantity from orders from suppliers and we will generate documents for it.
The LoMag warehouse program will create two new documents, one for the default supplier for the Amica dishwasher and the other for the Samsung TV remote control, which will be the only ones visible on the list of newly generated ZD documents. If we open from the main menu using the order documents tab to the supplier, all existing ZD documents in the current warehouse will be displayed to us.
We can also do this by viewing following YouTube video.