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Suggested Ordering: Create Purchase Order

When using theoretical quantity on hand, all data entered into CLEARVIEW must be accurate and up-to-date for the suggested ordering quantities to be accurate.

  1. Select Use Theoretical quantity on hand under Suggested Ordering.

  2. Select whether you want to Use case yields to calculate build-to levels.

    Placing a checkmark in the box will override the Use Forecasted PLU Build To's control discussed earlier. Removing the checkmark will apply the control set for each individual item on the Inventory Item Information page.

  3. Enter any notes to the supplier in Supplier Memo if required.

  4. Enter any notes for internal use in Internal Memo if required.

  5. If a forecast hasn't been created for the entire period required for the calculations, a table will show requesting you to manually enter the expected sales. Either enter the sales forecast or create a forecast for the period required.

  6. Click on the Create New button.