Use the restock rules to set buying rules if a product hits a certain on hand quantity.

Go to: Tools > Parameters > Reorder Rule

Add the reorder rule and the reorder code to your product property to always keep that product up to date based on the reorder code / rules and in combination with the buying manager.  

The first aspect of selecting which products you want to view deals with the Restock Rules.

The Rules to Calculate Quantity to Restock section has three fields

Period Start and Period End: defaults to yesterday's date.

Transactions: defaults to Sale, but determines the type of Transaction you would like to query

The Restock Rules criteria on the work screen have a direct impact on the Restock column in the Buying List.

The Restock column will have a value in it for each product that shows up on the Buying List once the query has been run.

This value represents the suggested quantity to reorder determined by the Restock Rules.

What are the Restock Rules?

• They are very basic operating under a 1-for-1 concept.
• If you sold 1 copy of the product, then the Restock Rule recommends you reorder 1 copy.
• They deal exclusively with the transaction type selected in the Transactions field on the work screen referenced above.

To set the criteria for the Restock Rules:

• Click on the Restock rules button.
• The Buying Session Properties window appears.
• Set the values for all three of the fields mentioned above:
• Period Start, Period End, and Transactions
• Click on Accept  
  • Clicking Cancel backs you out of the window without accepting the criteria.
• You're returned to the Buying Manager screen, the three fields under Rules to Calculate Quantity to Restock will be filled in according to how you set them.

The Restock Rules can work in conjunction with Add Products to Buying List for Review section on the Buying Manager screen.

This section of the work screen consists of three tabs.

If you have the following Restock Rules set up:

• Period Start = 2/06/18,
• Period End = 3/06/18
• Transactions = Sale

Each Tab will work as follows:

Select products from the Product list: If Selected the Period Start and Period End fields and the Transactions field will NOT determine which products display on the Buying List.

• The program will not pay attention to the Restock Rules criteria to determine which products appear in the Buying List.
• It will look only to the query itself.  
• Say you choose to run the query for all books in your Gardening Department.
• When you run the query,
• ALL books in your Gardening Department will appear in the Buying List, including ones that did not sell between 2/06/18 and 3/06/18.

Select products based on changes in inventory: If Selected the Restock Rules criteria directly determine which products will display in the Buying List

• The program will select the products to display on the Buying List that appear on the query but which also match the Restock Rules criteria.
• When you run the query, ONLY those books that fit this criteria will appear in the Buying List.

Select products currently in TBO list: If Selected the Period Start and Period End fields and the Transactions field will NOT determine which products display on the Buying List.

• The program will only look at the query itself (not the Restock Rules) to determine which products appear on the Buying List.

Keep in mind, the purpose of the Buying Manager program is to suggest reorder quantities, and enable you to apply these suggested amounts to the TBO.

The values under the Restock column are suggested reorder quantities.

The values under the Auto-Buy column are also suggested reorder quantities.

Many times, these values will differ.

You can choose to apply the Restock quantity or the Auto-Buy quantity to the TBO screen, or you can still manually choose a different quantity altogether, or no quantity at all. The decision is yours

RESTOCK: as mentioned earlier represents a 1-for-1 reordering dependent on the transaction type you chose in the Transactions field.

• If a product displayed on the Buying List has sold 10 times in the date range selected under the Restock Rules, and you chose "Sale" in the Transactions field, then a quantity of 10 will appear under the Restock column for that product.

Auto-Buy: only looks at sales, regardless of the transaction type selected in the Transactions field.

• it is controlled by the Reorder Rule defined for each product in Product Properties

By clicking on the Session Reorder button in the Task Bar, you can either apply the Restock-suggested quantity or the Auto-Buy-suggested quantity to all (or a group of, or just one of) the records in your Buying List right on the Buying Manager screen

• Or you can navigate through the Buying List one product at a time and go through the reordering process on a product-by-product basis.

Your preference will be determined by how much information you want to see when you schedule the reorder.

Selecting Restock or Auto-Buy right at the Buying Manager screen is a quick process, but you won't see the in-depth inventory details for the products as you would if you schedule the reorders on a product-by-product basis.