Pinnacle can automatically generate purchase orders for stock items when the stock item meets certain criteria. When the Stock Module is run, Pinnacle will check to see if there are any stock items that require a purchase order to be created.
If Pinnacle finds some stock items where the total stock for the item is less than or equal to the re-order point for the stock item, Pinnacle will display the stock items in the Purchase Order Auto-generation window. You can view the list of stock items requiring orders to see if you want to generate any or all of the purchase orders.
Run the Stock Module.
Choose Auto-generate Purchase Orders from the Purchase Orders menu.
If there are purchase orders due, Pinnacle will open the Purchase Orders Auto-generation window. If there are no purchase orders due, Pinnacle will display a message.
From the Purchase Orders Auto-generation window, click the Select All button.
All stock items in the list will be highlighted.
If you want to choose a supplier for the purchase order, or you want to change the default number of units of the stock item to be ordered, double-click on the stock item.
Pinnacle will display a window where you can choose the supplier for the purchase order, and the quantity to order of the stock item.
Click the Generate button.
Pinnacle will check that a supplier has been selected for each stock item. If a supplier has not been selected for the stock item, Pinnacle will display a message to indicate that a purchase order will not be generated for the stock item.
Confirm that you want to generate all the purchase orders.
Pinnacle will generate purchase orders for all the selected stock items.
From the Purchase Orders Auto-generation window, highlight the purchase orders that you want to generate by clicking on the stock item in the list of stock items requiring a purchase order.
If you want to choose a supplier for the purchase order, or you want to change the default number of units of the stock item to be ordered, double-click on the stock item.
Pinnacle will display a window where you can choose the supplier for the purchase order, and the quantity to order of the stock item.
Click the Generate button.
Pinnacle will check that a supplier has been selected for each stock item. If a supplier has not been selected for the stock item, Pinnacle will display a message to indicate that a purchase order will not be generated for the stock item.
Confirm that you want to generate the purchase orders.
Pinnacle will generate purchase orders for all the selected stock items.