Overview of Reorder Management in Marg Software

Different Methods to Generate Reorder in Marg Software

Process of Reorder Management in Marg Software

Process To Save & Delete Re-Order Temporary In Marg Software

OVERVIEW OF REORDER MANAGEMENT IN MARG SOFTWARE

• In a business, the need of Reorder arises when the stock level of an item minimizes to a point where it needs to be restored or reordered.

• Reorder Option in Marg Software, enables the user to generate reorder of their respective company automatically resulting in better maintenance of the inventory.

DIFFERENT METHODS TO GENERATE REORDER IN MARG SOFTWARE

a. MARG Formula:

• Marg formula firstly considers the current month sale, then it calculates and reads average sale. After that the software will calculate last year sale of the current month i.e. in last year how much stock was sold in the current month.
• This option is beneficial because if in last year, a good amount of stock was being sold in the current month then in the current year also that much stock will be required.
• So, the software will first check current sale, then average sale and then the sale of last year in the current month.
• And whosoever quantity amount will be greatest then according to that reorder will be generated.
• However, the reorder will not be above the maximum level of an item. If the shortage of an item is defined, then reorder on shortage base will get generated.

b. Sales Bases:

• In Sales Bases, Reorder will be generated on sales basis i.e. the quantity sold will be reordered.
• For e.g. If out of 100 quantities, if 75 quantities are sold then 50 quantities reorder will be generated in order to restore that stock quantity.

c. Manual Bases:

• In Manual Bases, the user can manually generate the reorder.

d. All Issues:

• All Issues Bases considers both sale and stock issue and then generates reorder accordingly.

e. Last Year Sale:

• On last year basis, the sale of the current year and the previous year are combined together and then reorder is generated.

f. Shortage Bases:

• The reorder will be generated on the shortage bases if the user has defined the shortage of an item.

g. Todays Sale:

• Todays Sale generates reorder by considering the current day sale only.

h. Average Bases:

• Average Bases generates reorder by calculating the average of sale of all the months.

i. Sales Order Bases:

• Sale order bases considers the sale orders which the user has generated along with sales.

j. Zero & Negative:

• Zero and negative bases generates order of all the stock which are zero or running in negative.

k. Minimum Level:

• Minimum level bases generates reorder of an item on the basis of minimum level defined in item master, irrespective of the quantity sold.

l. Minimum Maximum-Stock:

• If the user has defined the minimum and maximum level of an item, then minimum maximum- stock bases will subtract the current stock out of the maximum level of an item.

PROCESS OF REORDER MANAGEMENT IN MARG SOFTWARE

For Example: The user purchase Qty '100' of Item 'Blong Tablet'.

Sold Qty '75' out of '100'.

Balance stock of Blong Tablet is now '25'.

• Now go to Daily Reports > Daily Working > Re-Order Management.

A 'Reorder On Sales Bases' window will appear.

a. Select Supplier: Select the supplier to whom the user needs to reorder. Suppose select 'Ahuja Distributors'.

b. Select Company: Select the company whose product is to be reorder. Suppose select 'Ranbaxy'.

c. Reorder Bases on: This field has 9 options on the basis of which the user needs to generate Reorder. Suppose select 'Sales Bases'.

d. Select Items: There are 4 options through which the user can generate Reorder which are:

All Items: Select the option if all the items needs to be reordered.

Sales + Order: Select this option if those items needs to be reordered that have been sold and whose sale order has been received.

Sales Items: Select this option if the user needs to reorder for only those items that has been sold. 

All Ordered: Select this option if the user wants to reorder only those items whose Sale order has been received.

Suppose, select 'All Items'.

e. Store: Select the Store as per the requirement to generate the reorder.

f. Reorder as on Date: Enter the date on which the user needs to generate the Reorder. Suppose, select 28th March 2018.

Reorder Formula: Set the Reorder Formula. Suppose, select 12*1.

Reorder Days: Set the Reorder days i.e. 12

g. Less Purchase order: Set this option as per the requirement. Suppose, select 'No'.

h. Order Qty. Roundoff in: Set this option as per the requirement. Suppose, select 'Min. Order'.

Rounded in Upper: Set this option as per the requirement. Suppose, select 'Yes'.

i. Order Convert in Scheme: Set this option as per the requirement. Suppose, select 'Yes'.

j. Ignore Sales of Rate: Set this option as per the requirement. Suppose, select 'No'.

k. More Options: Set these further options as per the requirement. 

• Then click on 'Reorder'.

• Now, the user can view that the Reorder for 50 quantities has been generated. 

Reorder Bases: Sales Bases Formula

• Stock = 100 pcs
• Sold = 75 pcs
• Closing Stock = 25 pcs (100-75)
• Reorder = (75)1 -25 = 50
• Now, press 'ESC' key. Then select 'Generate Purchase Order'.

• A 'Generate Purchase Order' window will appear.
• The user needs to mention in how many parts order needs to split or save.
• Suppose the order of 50 pieces is being generated and the user needs to split these 50 pieces into 5 parts.
• So, define 5 here.

• Now, 5 Purchase bills will get generate with 10 qty in Each Bill. Keep pressing 'Enter' key.

• The user can view Item wit 10 qty will get auto load.

• Now press 'Ctrl+W' key and click on 'Yes' to save bill.

• Similarly, other 4 bills will get auto generate. Keep saving the bills.

PROCESS TO SAVE & DELETE RE-ORDER TEMPORARY IN MARG SOFTWARE

• While generating Re-order, the user will select 'Save Temporary file'.

• A 'Successfully saved Offline !' window will appear.
• Click on 'Ok'.

• Now to generate saved order, the user will go to Daily Reports > Daily Working > Re-Order Management.

• A 'Save' window will appear.
• Click on 'Load Temporary Orders'.

• A window will appear where the user will press 'ESC' key to generate order.

• A 'Save' window will appear.
• Click on 'Generate Purchase Order' and user will generate order as per the requirement.

Delete Temporary:

• Similarly in order to delete the re-orders, the user will select 'Delete Temporary File'.

• A 'Successfully Deleted!' window will appear. Click on 'Ok'.