Ideal amounts are used to help maintain inventory levels by identifying products that are below target quantities. Set ideal amounts for individual items in the Product List, then use the Ideal Order option when creating an inventory order to automatically add items that need to be restocked. Ideal amounts can also be cleared individually or in bulk when they are no longer needed.
Options:
Set Ideal Amounts
From the sidebar navigation, click
Products, then Product List.
Add the quantity directly into the Ideal field for an item, then press the down arrow key to save and move to the next Ideal field.
Create an Ideal Order
From the sidebar navigation, clickProducts, then Inventory Orders.
- From the Inventory Orders toolbar, select the new order button
and choose New Order. - From the toolbar, select the ideal order button
then choose one of the options listed. - Select the product lookup button to search and add any additional items.
- Amounts can be changed from the Qty field or select the delete button
to remove items. - When finished, select the save button
to save and close the order.
Clear All Ideal Amounts
From the sidebar navigation, clickProducts, then Product List.
- From the Product List toolbar, select the clear amounts button, then choose Ideal Amounts.
- From the Clear Ideal pop-up, select either All, Closeouts & Archived Product or Supplies (items that are set as section 2), then click OK.
- Click Yes to confirm.
