Automatic Parts Reordering

With Auto Data's software you have the ability to automatically generate a parts order based on your store's average monthly sales and parts usage.

The Automatic Parts Reordering feature should be used when you have been open at least three months. To learn how to set or change your Inventory Reorder Parameters, see Chapter 1: Store Setup.

There are four steps in using the Automatic Parts Reorder feature.

1. Create a parts order.
2. Edit the parts order if necessary.
3. Close the parts order.
4. Add the parts to inventory when you receive your shipment.

Creating the Order

From the Inventory tab, click on Automatic Parts Reordering and enter your password.

Open

Select Create Order.

Open

Select Parts or Lubricants.

Select the product code you wish to create an order for.

Answer Yes when asked if you want to create an order.

You will now get a message confirming that an order was created. If parts do not need to be ordered for the product code you selected, you will be notified that an order was not created.

Editing the Parts Order

From the Automatic Parts Reordering menu, select Edit Order.

Select the order you wish to edit by clicking on it and pressing the Edit button.

Select the part number you would like to edit and press the Change button.

Enter the new amount you would like to order and press <Enter>.

If you would like to add a part to your order, click the Add button and enter the appropriate information. Press <Enter> to jump from one field to the next.

If you would like to delete a part from your order, just click on the line you want to delete and then click the Delete button.

Closing and Printing the Parts Order

After you are done editing your order, you need to close it. From the Automatic Parts Reordering menu, select Close Order.

You will be asked if you are finished with this order, if not select No, otherwise select Yes.

If you selected Yes, then a prompt will appear that tells you that your order was closed successfully, click OK.

The next screen will be a report of the orders you placed. If you would like to print your order, click Print All Pages.

Add Orders to Inventory

Once you receive your orders, you'll select Add Orders to Inventory from the main Automatic Parts Reordering menu.

Click on the order that you would like to add to your inventory and click Select.

Next click the product code of the order you want to add and click Select.

Click the Add button for each part that you wish to add to the inventory. If you didn't receive a particular part, you can delete it from the order by highlighting it and clicking Delete.

If you would like to add a part, but would like to enter a different quantity than what was originally on the order, click No when prompted if you want to add the quantity to the part number.

Then, enter the quantity you would like to add.

Once you have added all the parts you received to your inventory, you can delete the rest of the parts and consequently clear the order.