Reorder Worksheet – Help Centre

The Reorder Worksheet maintenance form in Head Office can help you calculate required levels of stock for the near future in order to assist with ordering additional stock. Once a Reorder Worksheet has been created, you can print it as a report, or export it as a spreadsheet.

You can create a Reorder Worksheet through the Reorder Worksheet Wizard.

Order	Allowed Values	Description
Reorder Worksheet	1–50 characters	The name of the Reorder Worksheet.
Status	Planned Awaiting Approval Approved Completed Canceled	The current status of the Reorder Worksheet.
Forecast Admits	Any number	The expected Admissions for the next three weeks.
Add Items		Opens a lookup window to select additional Items to be included in the Reorder Worksheet.
Remove Items with No Order Amount		Any Items with no value in the Recommended Orders To Be Placed column will be removed from the Reorder Worksheet.
Remove Checked Items		Any Items with the corresponding checkbox selected in the table will be removed from the Reorder Worksheet.
Filter by Item Description		Click to display a lookup window to search for Items based on all or part of the Description.
Show Zero Recommended Orders	Cleared Selected	If the checkbox is selected, Items included in the Reorder Worksheet that have zero as the Recommended Orders figure will be displayed in the grid. If the checkbox is cleared, Items with zero recommended orders will be hidden.
Item #	n/a	The Item Code.
Description	n/a	The name of the Item included in the Reorder Worksheet. Note: This field cannot be edited. Use the Add Items button to include extra items, and the Remove Checked Items button to exclude unwanted items from the worksheet.
Vendor	Any configured Vendor	The Vendor that the Item is to be ordered from. By default this is the vendor as configured on the Item's maintenance form, however this can be overridden on the Reorder Worksheet.
Cost	n/a	The Cost Price as configured on the Stock Details tab of the Item's maintenance form. Note: This field cannot be edited on the Reorder Worksheet.
Usage Per 100 Admits	n/a	The number of units if the Item sold per 100 Admissions.
UOM	n/a	The Stock Unit 1 as configured on the Stock Details tab of the Item's maintenance form. Note: This field cannot be edited on the Reorder Worksheet.
Lead Time (Days)	n/a	The Purchase Lead Time as configured on the Stock Details tab of the Item's maintenance form. Note: This field cannot be edited on the Reorder Worksheet.
Stock Level as at DATE	n/a	The stock level of the Item on the date which the Reorder Worksheet was created for.
Recommended Orders To Be Placed	n/a	The Recommended Orders To Be Placed is the Minimum Quantity to Order as configured on the Stock Details tab of the Item's maintenance form.
Actual Orders To Be Placed	Any number	The actual amount of the Item to be ordered. This can either be copied from the Recommended Orders column with the Load Recommended to Actual button, or defined manually by the user.
Cost to Use	Any monetary value	By default this is the Cost Price as configured on the Stock Details tab of the Item's maintenance form, however this can be overridden on the Reorder Worksheet.
Expected Receipts	n/a	Any open Expected Receipts from the last 5 days.
Quantity for Week Ending DATE	n/a	The forecasted stock level of the Item for the next three weeks, calculated based on the current stock level, the Forecast Admits and the Usage Per 100 Admits.
Load Recommended to Actual	n/a	Copies the value from the Recommended Orders To Be Placed column to the Actual Orders To Be Placed column for all Items included in the Reorder Worksheet.

See also:

Creating a reorder worksheet