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Order parts that are low on stock

In Matrise parts, each spare part can have a reorder point: the stock level at which it should be ordered again. Order low stock raises draft orders for every part at or below its reorder point and not already on an open order, one draft for each usual supplier.

Parts need a Reorder when at or below value, a Reorder quantity and a Usual supplier. See Add a part.

Raise the drafts

  1. Click Parts on the rail, then Purchase orders.
  2. Click Order low stock.
  3. Click Raise drafts.

Matrise shows Drafts raised with the new order numbers. "Check each one, then submit it." If nothing needs ordering, it shows Nothing to order.

Submit the drafts

Open each draft, check the lines and quantities, and click Submit. See Draft a purchase order.