Save time! Exatouch can use your inventory information to help you create purchase orders for low-stock items.
Exatouch tracks inventory levels of your items from purchase through sale, adding and deducting inventory as part of your day-to-day operations. If you’d like to use Exatouch to help you create purchase orders quickly, set up Low Level Qty for items, or set up and use Dynamic Reordering to automate PO creation.
- Define Low Level Qty for your items: Create purchase orders quickly on demand, and drive some inventory reports and alerts.
- Set up Dynamic Reordering for items and vendors: Exatouch can create POs once a week based on actual inventory counts, or you can create purchase orders quickly on demand.
Create a purchase order on demand for out of stock and low stock items based on the Low Level Qty you’ve defined for your items.
- Example: You want to reorder pasta from a linked vendor. Your Low Level Qty for these items are set at 24 for some, 36 for others.
- From Home, navigate to Purchasing > PO Details.
- Start your PO by finding a vendor: Tap the search icon (
) to search by vendor name or scroll through a list of available vendors.
- Tap to select the vendor, then tap Close to close their supply list.
- Tap Reorder Low Level.
- Exatouch generates a purchase order, adding items from the vendor’s item list that meet any of these conditions:
- Have a quantity level at the low level threshold
- Have a quantity level below the low level threshold
- Have a quantity level at zero
- Note: Default Quantity and Cost Fields
Edit the quantity and cost fields as needed. Quantity and and cost fields may be populated based on:- Item details: Defined Reorder or Minimum Order quantities. Defined Cost.
- Previous orders: Quantity and cost from the last purchase order.
- Dynamic reordering: Defined Safe Qty in item details, if enrolled.
- No previous orders or saved information: Quantity: 1.00, Cost: $0.00.
- The cost for each item may be included, or $0.00 based on the item history and saved information. Update or enter the cost as needed.
- Note: You cannot order less than the Minimum Order Qty for an item.
- Review each line item. Use Delete Line to remove lines, or Find Items to add more.
- Finish your purchase order:
- Set Received and Expected dates if needed.
- Enter Sales Tax if needed.
- Print, Save, or Send this purchase order.
Create a purchase order at any time for items you’ve set up for Dynamic Reordering. The quantity included for each item is calculated using the item’s Safe Qty, Minimum Order Qty (if used)Â and Qty In Stock.
- Example: You want to reorder cheeses from one of your linked vendors. Dynamic Reordering is enabled for these items, and their Safe Qty for these items are set at 5 for some, 10 for others.
- From Home, navigate to Purchasing > PO Details.
- Start your PO by finding a vendor: Tap the search icon () to search by vendor name or scroll through a list of available vendors.
- Tap Need To Order to show only the items with Qty In Stock below Safe Qty.
- Tap Insert All to add these items to the purchase order. Accept the calculated Quantity ordered and Cost by tapping OK for each item, or update as needed.
- Note: If the Minimum Order Qty is higher than the Safe Qty for an item, the MOQ is the quantity ordered. You cannot order less than the Minimum Order Qty.
- Tap Close to return to the PO Details work area after you’ve added all items.
- Review each line item. Use Delete Line to remove lines, or Find Items to add more items.
- Finish your purchase order:
- Set Received and Expected dates if needed.
- Enter Sales Tax if needed.
- Print, Save, or Send this purchase order.
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