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You can work with any product to set it to work well with the inventory ordering system by logging into the system and going Inventory > Products search for the product, then click on its title to go to the Edit Product view.

In the Edit View of the product, you'll want to make sure of a few key areas to prepare the product for working with our PO/RO system. The first is on the Product Information tab, as pictured below.

To set your Primary Vendor and any Secondary Vendors, click on the Vendor drop-list and click on all the vendors you use for the product. On the right, you'll be able to click the radio-button for the one that's your Primary Vendor. You'll be able to search for any Vendor you have saved in the system. If the vendor you want is not listed, you'll need to create them by going to Purchasing > Vendors.

Please Note: After you select your Vendor(s), it is best to go to the bottom of the page and Save the product immediately.

After you have a Vendor saved for the product, you'll be able to do the next part, which is configuring your reordering. This will be further down the Product Information tab, as pictured below:

The Purchasing area allows you to set how the vendor packages inventory they send to you, as well as how they might identify the item with their own item code. For each of your Vendors, you are able to enter a Vendor Part Number if they use one, and the system will populate that on Purchase Orders and Receiving Orders for the vendor.

If the item is packaged a certain way, you can specify how many Items, Inches, Feet, Yards, or Meters are in a package, and you can select from Case, Bolt, Box, Roll, and Pack for the Packaging itself.

Your Default Cost is what you expect to pay for items ordered through our PO/RO system. When you order an item that has no ordering history, the system won't know what Cost to put into the Purchase Order. The Default Cost will let you put in your 'guess' about what the Cost might be per unit (or yard, or meter, as the case may be). After you've received your first order of the item, the system will use your Cost history to populate that field in Purchase Orders. You can also set your inventory to update Default Cost with each new batch of Received inventory within each Inventory Order under the Item Cost field, so the number will be current.

You can set the Reorder Point you want for the product. This is the quantity on hand at which you feel it would be necessary to reorder the item. This number tells the system if the item is in a 'low inventory' state or not. Items that have inventory above this number will not appear on the Low Inventory report, and will not automatically be prompted to be added to vendor Purchase Orders.

The Desired Stock Level is the ideal amount to have on hand before you start selling an item, so whatever number at which you would consider the item to be fully stocked. The ordering system will do its best to get you to exactly that number with your order. So if you have two on hand and your Desired Stock Level is 24, it will automatically put in the quantity of 22 on the order

That's it! If you do that will all of your products, every time you go to the Low Inventory report you will see items that need to be reordered and which Vendors have the most items low in inventory, so you'll be better able to stay on top of your inventory levels.