Create a Requisition Order

A Requisition Order can be placed on behalf of a Location Customer or by Internal Customer for any products it receives from the supply location/central storage. This type of order is based on the "On Hand", "Min Par", and "Max Par" levels. For Location Customers in a Restaurant environment, pars are defined for Location Products in the Location Products screen. For Internal Customers in a Cruise environment, pars are defined for products in the selected customer’s storage location in the Inventory Setup screen.

1. From the Sales menu, click Create Customer Order.
2. In the pop-up box, select a Customer from the drop-down and click Requisition.
3. If necessary, edit the Expected Delivery Date.
4. Enter a Reference Number.  {Note}: The screen will be populated with products that have an "On Hand" quantity below "Min Par". The "Requisition Quantity" is the amount needed to bring the quantity back up to "Max Par".
5. Click Build Requisition to populate "Order Quantity" with the recommended "Requisition Quantity" or manually enter a quantity for each product being ordered.
6. Click Add Selected Products.
7. If more products need to be ordered, click Retrieve and repeat steps 5 & 6 as needed.  If not, proceed to the next step.
8. When ready, click Save.
9. In the confirmation box, click Exit.

 

 

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