Inventory Reorder Form

Use the Inventory Reorder Form to generate a form that lists the inventory items that need to be ordered from each vendor, including the quantity needed. You can create a form to print the ticket using the Forms Designer in Organization. Items are grouped and printed based on vendor, date, and reference number.

 

Create a form design for the Inventory Reorder Form

Use the Forms Designer in Organization to make a new form. The report uses the form layout to determine where to print information on the form.

Set up the form options for printing.

Do this...

1. Open Connect Materials Management > Reports > Inventory Reorder Form.

2. Select a report title.

3. What is the report date range?

  • I want to print a ticket for today. The default date range selects the current date as the beginning and ending date.

  • I want to print a ticket for a different date. Use the calendar button, or click the Advanced Dates link, to change the report beginning and ending dates.

4. Do you want to print a ticket if a ticket was already printed for the order?

  • No, I only want to print tickets for new orders. Leave blank the Include Previously Printed Orders checkbox.

  • Yes, I want to print tickets for all orders. Select the Include Previously Printed Orders checkbox.

5. Which form do you want to use?

  • I want to use the current form. If you've run this report before, you can use the same form that was used the last time.

  • I want to use a different form. Click the Forms tab to change selected form.

6. Click Print (CTRL+P).

The form prints.

 

 

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