Purchasing

With HandiFox users can create and generate purchase orders, receive inventory against them, print and, export the list of items in purchase orders.

Generate Purchase Order Window

View of the Generate Purchase Order window

• Site drop-down menu: this box allows choosing site containing items for which you want to generate purchase orders.
• Replenish inventory according to: this section allows choosing the settings according which purchase orders will be generated.
  • Sales rates from…: Items will be added on the purchase order based on the current quantities on hand, sales made since the selected date, existing open sales orders and purchase orders.
    • Include future needs till: this feature is based on the assumption that the average daily sales will be the same as during the chosen period
  • Average sales rate per week: Average quantities sold weekly will be calculated for every item based on the data for the last N weeks, and added to the order, so that the replenishment is enough to last the set number of weeks.
  • Desired QOH level: Every item that is currently below its Reorder Point will be added to the order, with a quantity that will bring it up to its Desired QOH (Quantity on Hand).
  • Exclude inventory if sold quantity is zero: The system removes items with zero sold quantity from purchase orders.
• Retrieve button: this button allows retrieving items according to settings in Replenish inventory…
• Generate P.O. button: this button allows generating purchase orders.
• Print List button: this button allows printing the list of items.
• Export button: this button allows exporting items to excel file.
• Close button: this button allows closing the Generate Purchase Order window.

The Generate Purchase Order window can be accessed in QuickBooks via File → HandiFox → Generate Purchase Order.