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.
Related Articles
Feature Overview: The Purchasing Module
The Yellow Dog Purchasing module lets you track and manage all purchasing activities in one place. The module is highly configurable and supports a wide range of client workflows. Purchasing Module Use the Purchasing module whenever you need to ...Quick Reference: Converting purchasing documents
When a purchasing document reaches the next step in the workflow, you must convert it. Converting a document moves it forward in the purchasing process while preserving its details Figure: Sample of the Convert To button within a purchasing document ...Purchasing Flow for Food and Beverage
The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...FAQs: What do I do if my Purchasing Document disappeared while I was making it?
Deprecated Documentation This article applies only to legacy versions 364 and prior. Question: My purchasing document disappeared while I was creating it. Can I recover it? Answer: Yes. In some cases, purchasing documents can move into the background ...How To: Remove a Purchasing Document
If a purchasing document is created or committed by mistake, you may need to remove it to maintain accurate inventory and financial records. Required permissions depend on the document type and its current status. Typical permissions include: Edit ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...How do I use Par & Re-Order Points?
What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...What are Bins and how can I use them?
Bins are supplemental location markers. Unlike flags they do not have to be created prior to assigning them to items and are primarily used in in the stores tab to identify more precisely where an item is located. They can also be used in Physicals ...