V9 - Using the Reorder report to add items to the Reorder list

 

The Reorder report (Operations > Reports > Purchasing > Reorder report) offers two different ways to add items to the Reorder list (Operations > Purchasing > Reorder list).

 

Automatically adding items to the Reorder list

If you want SOS to automatically add items that have reached their reorder point to the Reorder list, include Auto-add to reorder list under the Options section of the Reorder report when choosing your Filters, Options, and Columns. Then run the report.

On the Reorder Report, check the Auto-add to reorder list box to add items to the Reorder list automatically.

 

Using the Reorder report's Add to reorder list feature

If you prefer greater control over which items are added to the Reorder list, you can manually select items and then click Add to reorder list.

 

When you run the Reorder report:

  1. Go to the Reorder report.
  2. Select your desired Filters, Options, and Columns.
  3. Select the Display option under Retrieve your report.
  4. Once the online version of the Reorder report appears, place a check in the box of one or more items you wish to include, or select the box in the header row to check all boxes on the page.
  5. Once a box has been checked, the Add to reorder list feature is enabled, allowing you to select it and add those items to the Reorder list. 


The Reorder report can be used to add items to the reorder list.