FasTrax Solutions - Product Documentation
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FasTrax POS Lifeline Documentation


Basic Reorder Parameters



Settings

  1. Store – Store selector to which the reorder will be generated against
  2. Method – The method use to determine what is being reordered
  3. Vendor – What vendor the order will be generated for
  4. Filter – What filter of items are to be ordered
  5. Refresh QOH Before Processing – Reaches out to the store and grabs the latest QOH
  6. Store Review Not Required – Finalizes order and assigns a purchase order number. Otherwise, creates a working order that the store adds input and sends back to corporate for approval
  7. Use Order Requirements – Makes the order follow consistent ordering requirements set by manufacturers
  8. Create As Transfer From Store – Creates the order as a transfer from another store
  9. Check For Alternate Vendors – Checks for any alternative vendors when generating the order that the part is a lower price
  10. Schedule Order – Allows the order to be scheduled and ran on a user specified schedule



    Reorder Schedule

  11. Schedule Name – An identifier for the scheduled order
  12. Run Day – The day of the week the order is scheduled to run
  13. Run Time – The time the order is scheduled to run
  14. Date Offset – How many days back from the current date to look back at sales (Start Date on time filter)
  15. Duration – How many days forward from the date offset to look at sales (End Date on time filter)
  16. Auto Send EDI – Auto sends the purchase order to the vendor
  17. Sent To Store – Automatically send the purchase order or working order to the store
  18. Mergeable – Merges multiple orders from the same vendor for the same store if applicable
  19. Use Min Qty – Forces the order to always order at least the minimum value that is set for the vendor part
  20. Include Zero Items – Includes items on the order that had sales during the time period at a 0 quantity that had sales but doesn’t have an order value (due to the order method)