When stock levels are low, FieldInsight can generate Purchase Orders to replenish your inventory. This process is handled directly from the Products page (Left Menu > Inventory > Products).
Replenishing Stock
From the Products page, select the items that need to be restocked and click the Replenish button at the top of the list.
Important: Replenish Orders are specific to a location and a supplier. When selecting products, ensure all items requiring replenishment are linked to the same supplier and location. If they’re from different suppliers or locations, you’ll need to create separate Replenish Orders.
Selecting Supplier and Location
You’ll be prompted to select both a supplier and a location (a warehouse or van) for the stock delivery. This step is why it’s important to pre-filter your selections—if products belong to different suppliers or locations, they will not appear in the Purchase Order.
Once selected, click Create Purchase Order.
Finalising the Purchase Order
A Draft Purchase Order will be generated for the chosen supplier. It will automatically include the products and quantities based on your stock level settings (minimum/maximum stock values).
You can now make any final adjustments to the order and email it directly to the supplier. Once the supplier confirms the order, the updated quantities will be reflected in your available stock levels.