Drafts for robotic stock

Ordering

Create a robotic stock draft from a template

  1. From , click Ordering > Drafts.

  2. In the Drafts form, click Create to open a blank draft.

  3. Enter a Name for this new draft.

    By default, it is set to <User initials>: <Date> <Time>.

    Recommended: Change to a more descriptive name for easy identification and retrieval.

  4. Search for (or select) the template you want to use for this draft.

  5. (Optional) Toggle Edit Template to Yes.

  6. Press OK.

    • If you toggled Edit Template

      1. Edit the template as required (for example, change the Replenishment interval) and save it.

      2. Save the template.

        The relevant lines are added to the draft.

  7. The template is actioned immediately.

  8. The suggested lines with adjusted quantities are displayed in the grid.

Add products manually from the robotic stock Supplemental Hierarchy

  1. From , click Ordering > Drafts.

  2. In the Drafts form, click Create to open a blank draft.

  3. Enter a Name for this new draft.

    By default, it is set to <User initials>: <Date> <Time>.

    Recommended: Change to a more descriptive name for easy identification and retrieval.

  4. Select Add products manually, then OK.

  5. Click Add Products to display the Product Selection form.

  6. Change Hierarchy to your robotic stock supplemental hierarchy and leave Category as All.

  7. Add products to the draft. You can do one of the following:

    • Select a line or multiple lines, then click > to add to the draft (right).

    • Click >> to add all.

  8. Click OK to close this screen and return to the Draft form.

    The suggested lines with a quantity of 1 are displayed in the grid for review.