The Order By Sales feature allows you to create orders based on sales of stock items.
For a comparison between re-ordering methods, click HERE.
Before Using the Order By Sales Utility
- Stock-on-hand quantities need to be accurate to take full advantage of the utility. The following practices should be taken into account:
- Stock items are sold by their respective barcodes. Department sales will cause inaccurate stock quantities.
- All stock items are arrived through Retailer.
- A stocktake has been performed recently.
- Suppliers are set up with your correct account details. You can check your supplier settings through Stock Maintenance -> Suppliers and Departments.
Order By Sales Options
- On the top menu bar of Retailer, click on Stock Maintenance -> Orders -> Order By Sales.
- In the Consider Stock items Belonging To The Following Criteria section:
- Select All Departments or Selected Department and choose a department from the drop-down box.
- Select All Categories or a Selected Category and choose a category from the drop-down box.
- Select All Suppliers or a Selected Supplier and choose a supplier from the drop-down box.
- Select Custom List, then click Select Items. This will open the stock manager, where you can then create a custom list of stock that you wish to reorder. When your list is created, click OK. You can also use this method by first opening the stock manager, creating a list, then clicking Send List To and choosing Order by Sales. For more on the stock manager, click HERE.
- In the Consider Stock Sold During This Period section, enter the Start Date and End Date of sales to check.
- In the Consider Stock Arrived On Or After This Date, enter the Date Last Arrived. This ensures dead stock is not reordered.
- Tick Calculate YTD Sales Figures if you want to display the total quantity sold and total profit for year to date for each item listed in the Order by Sales screen.
- Tick Exclude Home Delivery & Subagent Orders if you only want to create an order based on retail sales
- Tick Exclude Special Customer Order Sales if you want to disregard special customer order sales.
- Tick Include Growth / Decline Factor, and enter a percentage to adjust the quantity to order based on a percentage (which could be seasonal changes).
- Tick Exclude Inactive Stock to exclude stock that has been marked as inactive.
- Tick Include Unsold Items if you want stock that was not sold during the chosen period to be listed in the order by sales grid anyway.
- Tick Show Monthly Breakdown to include a sales breakdown by month in the order by sales grid.
- Tick Combine Instore & External Sales to include your webstore sales in your total sales.
- Click on Process.
Creating Orders By Sales
Once the processing has completed you are presented with the Order by Sales Grid, containing all the information needed to make an informed decision for reordering. There are two methods of entering the order quantities of stock to be ordered:
- To automatically order the quantity of stock that has been sold, click on Use Quantity, then select Quantity Sold and click on OK
OR - To manually decide how many of each item to order, enter the number to order in the Qty To Order column for each individual item.
Click Totals to view a breakdown of the total amounts entered to be ordered by supplier and department.
Click Print to produce a printable report listing all stock to be ordered.
To place an order for the stock selected:
- Click on Create Pending Order.
- Click Yes to confirm creating a pending order.
- Click Yes to create a new pending order or click No to add the items to an existing pending order for the same supplier.
- If any stock does not have a supplier listed, you will be prompted to select one.
- The next screen displays a summary of the created pending orders. Click OK.
- The Orders Maintenance screen will then appear so that the order can be edited and/or sent to the supplier.
Click HERE for more information about managing orders.
Click HERE for more information about sending the order to the supplier.