Automatic Stock Order Parameters
Use the Automatic Stock Order Parameters screen view, edit, and create stock order parameters. IntelliDealer uses stock order parameters to automatically generate orders during database reorganize.
To open the Automatic Stock Order Parameters screen, hover over the Ordering Options link on the Parts Ordering screen and select Automatic Stock Orders from the drop down list.
The sorting options on the Automatic Stock Order Parameters screen are:
| Sort by | |
|---|---|
| Field | Description |
| Location | Sort the search results by location. |
| Vendor | Sort the search results by vendor number. |
The search fields on the Automatic Stock Order Parameters screen are:
| Field | Description |
|---|---|
| Select Location | Search for stock order parameters by entering a location. |
| Select Vendor Number | Search for stock order parameters by entering a vendor number. |
| Select Inactive | If selected, includes inactive stock order parameters within the search. |
| Select Source | Search for stock order parameters by entering a source code. |
| Select Class | Search for stock order parameters by entering a class code. |
| Frequency | Search for stock order parameters by selecting a frequency from the drop down list (e.g. all, monthly, weekly, bi-weekly or daily). |
The fields on the Automatic Stock Order Parameters screen:
| Field | Description |
|---|---|
| Location | The location receiving the order. |
| Vendor | The vendor of the parts order being generated. |
| Source | The source of supply for the part. Usually the source is used to break down the parts into different categories within each vendor (e.g. by factory). |
| Class | This field is used to categorize parts. |
| Frequency | The frequency of the stock order. |
| Comment | Enter a comment about the selected order. |
Click on a Location to open the Automatic Stock Order Parameters screen.
Click on a Vendor name to open the Vendor Profile screen.
Click on the Need to create a new parameter? Click here to add link to create a new automatic stock order parameter.