Creating Order Sheets

 

To Create Inventory Order Sheets

  1. Click on Reports  from the Button Bar.

  2. Or from the Upper Menu, click Reports | Select Report.

  3. Double click on Purchasing and select Monthly Order Sheet or Inventory Order Form.
     If you select Monthly Order Sheet and you have created Customized Inventory Sheets, the Inventory Order Form will display exactly how you have created the custom inventory layout.

  4. There are also Reports Filters available for these reports:
    Supplier - Choose a Supplier and the Inventory Order Form will only display products from that supplier.
    Group - Select a group such as Paper or Meat to print out only products from that group.
    Category - If you have a manager ordering Liquor and a manager ordering Food, you can choose to only print out Liquor products etc.

  5. Once you have selected the report and desired filters, click View Report.

  6. Click Print to print the Order Sheet.

  7. Click Close.

 The Forecasted Order Sheet can also be used. It will print out a Projected order based on Sales Volumes or a specific number of days.  See Forecasted Order Sheet 

More:

Export Count Sheets to OCMobile