How To: Fill to Par in Purchasing Documents
Being able to fill to par in purchasing documents ensures that stock levels are automatically calculated to meet the desired inventory thresholds, saving time on manual entry. It also helps prevent under- or over-ordering, supporting accurate replenishment and streamlined purchasing.
All client types can take advantage of the fill to par feature in purchasing documents.
Par Levels and Reorder Points need to be set on item to use the fill to par feature. Learn how to set Par Levels and Reorder Points HERE.
In purchasing documents such as Requests, Purchase Orders and Transfers you can pull in items base on Par Levels by completing these steps:
- Create the purchasing document and click the Add Items From... button.
- Select the option Add items based on Par Levels, then click Next.
- Choose a selection method:
- Select Items below the reorder point
- Select items at or below the reorder point
- From the dropdown, select the target store (the store whose par levels will be used), then click Next.
- Click Select All X Items.
The system will now add items into the purchasing document with the correct quantities required to bring each item up to its set par level.
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