Using the Purchase Order Top-Up Wizard

Learning Outcome

On successful completion of this lesson, students will understand how to use the Purchase Order Top-Up Wizard to top-up ideal stock levels and how to restock the store.

Lesson

EVE makes it easy to manage your stock levels. The Top-Up Wizard can be used to either top-up stocks to their ideal level, or to restock all products that have been sold previously.

1. At the bottom of the Purchase Order screen, click on ‘PO Top-Up Wizard’.

2. The PO Wizard box will open

3. You can choose to have EVE either ‘Top-Up’ your stock levels, or perform a ‘Re-Stock’.

Using the PO Wizard to Top-Up Ideal Stock Levels

EVE will search for all your products that are below ideal stock levels and create purchase orders for each supplier.

1. In the PO Wizard, make sure that ‘Top-Up’ is selected and click ‘Next’

2. The Suppliers Tab will open to show a list of all suppliers whose products are below ideal levels.

3. Deselect any suppliers who you do not want to order from at this time.
4. Click ‘Next’ and the Stock Types tab will open.

5. If you only want to order specific stock types, such as BCD’s, select them using the drop down box. To order all stock types, leave it blank.
6. Click ‘Next’ and the Details tab will open

7. Enter the store you want the products delivered to and any shipping instructions or notes you may have.
8. Click ‘Finish’ and EVE will produce Purchase Orders for each supplier.

9. Once you have checked the purchase order, click ‘Save’ and the print dialog box will open.

10. Choose whether you want to print the PO or email it direct to the supplier.

Using the PO Wizard to Re-Stock Your Store

EVE will search for all your products that have been sold in your store since your last purchase order and create purchase orders for each supplier.

1. In the PO Wizard, select ‘Re-stock’. The date’s box will become visible.

2. Enter the dates you want to create a re-stock for and click ‘Next’. Note that EVE will remember any previous orders, so even if you choose a date period that has already been used, EVE will not add any quantities that have already been ordered.
3. The Suppliers Tab will open to show a list of all suppliers whose products are below ideal levels.

4. Deselect any suppliers who you do not want to order from at this time.
5. Click ‘Next’ and the Stock Types tab will open.

6. If you only want to order specific stock types, such as BCD’s, select them using the drop down box. To order all stock types, leave it blank.
7. Click ‘Next’ and the Details tab will open

8. Enter the store you want the products delivered to and any shipping instructions or notes you may have.
9. Click ‘Finish’ and EVE will produce purchase orders for each supplier.

10. Once you have checked the purchase order, click ‘Save’ and the print dialog box will open.

9. Choose whether you want to print the PO or email it direct to the supplier.