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Enroll Items in Dynamic Reordering

  • Last Updated: April 30, 2021
  • Compatible Version: 8.325

Expedite product reorders by enrolling items and vendors in Dynamic Reordering. Save time on manually tracking inventory and create purchase orders before inventory runs out.

Use this handy feature to define an item’s Safe Qty, link the item to a vendor, and enroll the vendor in Dynamic Reordering. When inventory items are low or depleted, Exatouch creates a purchase order for that vendor on the day and time you set.

Enroll an Item in Dynamic Reordering

  1. Navigate to the Inventory tab of an item.
  2. Enable Dynamic Reordering, and define a Safe Qty for the item. This disables the Reorder Qty field.
  3. Add or link a vendor on the item’s Purchasing tab.
    • Note: The vendor must be enrolled in Auto Dynamic Reordering.
  4. Save your changes.

Bulk Enroll Items in Dynamic Reordering

  1. From Home, navigate to Items > Item List.
  2. Search to gather a group of items, or use Advanced Item Search to temporarily gather a group of items together.
  3. Tap Modify All List Items to open a blank Modify Item Details work area.
  4. Make the changes you need in the Details work area, then tap OK to commit your changes.
  5. Confirm your changes twice. You may be prompted to enter a manager PIN to confirm the change as well.
  6. Tap any item in your temporary group of items to view your changes in the item’s record.
  7. Use the First Item, Prev Item, Next Item, and Last Item buttons to scroll through your group of items. Tap All Items to return to your temporary group of items again.

  • Note: The vendor must be enrolled in Auto Dynamic Reordering.

  • Note: If the Qty In Stock for an item enrolled in Dynamic Reordering falls below the Safe Qty, but the current Qty On Order for the item is not 0, a purchase order is not generated.

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

Related Topics

  • Adding & Managing Items

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