Creating draft orders with the Draft Wizard
The Draft Wizard enables you to use item information (for example, sales history, reorder points, and departments) to suggest order quantities. To save time and effort, you can save your favourite drafts as ordering templates.
The Draft Wizard comprises two stages:
- The first few steps involve narrowing down the selection of items you will consider for ordering. For example, you might choose to look only at items from a specific supplier, or items in a particular department.
- The remaining steps involve selecting the quantities to order. For example, you might tell Fred Office Plus to suggest order quantities based on replenishment and restock levels; or based on the quantity sold.
If you create ordering templates, you might need to adjust them when you configure new suppliers.
Create a draft order
- Go to Ordering > Drafts > New.
- Select Use Wizard to Add Items, then click OK.
- Select Create New List and click Next.
- Navigate through each step of the wizard selecting the options required.
if you want to save this as a template for future use, click Check this box to allow saving of this template, and enter a template name.
- Click Finish.