Creating a System-Suggested Stock Order

  1. Navigate to Product Support > Parts > Parts Ordering.

  2. Click the Ordering Options link and select Create Stock order from the drop-down.

    Selection Criteria - Create Stock Order


  3. Click the Click here to add selection criteria link.

    Selection Criteria


  4. Select a field Group code from the drop down list.

  5. Enter a Field or click the Search icon to search for a field on the Select Field screen.

  6. Select an Operator value from the drop down list.

  7. Enter a Value or click the Search icon or Calendar icon next to the Value field and select a value (depending on the field selected).

  8. (OPTIONAL) click on the More icon to add more values.

  9. Click Save to save your selection criteria and remain on the Selection Criteria screen to add more field elements and define the order.

  10. Click the Save/Exit button to save your selection criteria and return to the Selection Criteria tab.


  11. Click Run Report

    Create Stock Order Parameters

  12. Select the parameters to include when creating the system generated stock order.

  13. Click the Run button to generate the stock order.

  14. Review the system suggested stock order through the Parts Ordering screen and make any necessary changes, then click Release.

  15. Submit the stock order to the vendor via email, online order entry, or electronically transmitted through the Parts Order screen.