Fred Office Plus
Create a new list
- On the Select Template step of the Draft Wizard, select Create New List, then follow the recommendations below for the remaining steps of the Wizard. Save the template on completion.
- Select the Item Options window.
Item selection options
Replenishment items
Replenishment is a calculation used in the ordering process to identify items requiring top up. The Replenishment calculation is based on the Restock Level (minimum) and the Reorder Point (maximum).
For example: Replenishment is used for ordering and the Reorder Point is set to 2 and Restock Level to 10. When the stock reaches 2 available, the system will calculate a suggested order (for a replenishment type order) of 8 to bring the stock back to 10.
- On any Item Stock Card, select the Inventory & Ordering tab to view or edit the Reorder Point and Restock levels,
- Select the relevant supplier, manufacturers, or Departments & Categories in order to refine the template settings.
Use the Order Quantity to enter the number of days that projects an order to last the nominated amount of days based on the Rate of Usage statistics previously determined for each item.
Hint: Restock levels can be set manually via the item stock card or set to automatically update via a rate of usage scheme.
Rate of Usage Schemes can also be used to set Reorder Point and Restock Levels Dynamically which is automatically calculated and update every night.
Sold between two dates
This template option considers all sales within a specified date range and suggests an order based on quantity sold. To define the time period, there are three options available on the next page: custom date range, rolling period, and since last used.
Custom Date Range
The Start and End Date can be modified to reflect a certain time period.
If the Order Template is saved with a specific Custom Date Range, every time the order template is used, the same items will show up on the order as the date range has been saved.
Rolling Period
This option considers the number of days specified from the current date and time and suggests an order based on the sales.
Since Last Used
From Date automatically updates to the date and time since the template was last used, instead of it being a fixed date and time range each time.
Example 1: An order is sent on Monday 5pm.
The next day, the order is triggered, with suggested ordering items with any sales that occurred after 5pm on Monday.
If an order is triggered as a draft but not sent, make sure you save and close the order. The order can be updated by going to Tools, then select Add Item Template, then select the template you wish to refresh. This will update the order with any sales that may have occurred since the order was last triggered.
Example 2:
The pharmacy triggers a Daily shop order at 1pm, but they do not wish to send it until 5pm.
Save and Close the Order.
At 5pm, find the order you saved and double-click to open it.
From the Tools menu, select Add Item Template and select the relevant template.
Any items sold between 1pm and 5pm is added and the order can be reviewed and sent.
- Select the relevant supplier, manufacturers, or Departments & Categories in order to refine the template settings.
In Order Quantity, select the relevant method to calculate Qty to order:
Replenish stock: Reorder points and Restock levels.
Items with a restock level of 0 will not be ordered
- or -
Project Item Usage: Quantity to order based on the rate of usage previously determined for each item.
- or -
- Base on Sold Stock: The order quantity will be based upon the quantity sold within the selected date range.
Go to the Preferences section if you would like to further restrict the items added to the order.
Item Group
This option consider items which have been allocated to specific item groups. Orders are then triggered based on:
- Reorder Points and Restock levels
- Rate of usage
- A specific order quantity.
For example: S3 Item Group ordering – After adding items to an Item group, create a Draft order using the Draft Wizard and in the select items option select Item Group.
Choose the item group previously created.
The order template can further be restricted by selecting relevant supplier, manufacturers, or Departments & Categories however it is not necessary as the items have already been isolated into a group.
Use the Order Quantity to enter the number of days that projects an order to last the nominated amount of days based on the Rate of Usage statistics previously determined for each item.
There are three options available:
Replenishment stock: Reorder points and Restock levels.
Items with a restock level of 0 will not be ordered.
- Project item usage considers the previously calculated Rate of Usage for each item in the item group and projects an order based on the days indicated.
- Item Group Quantities can be used to apply the same quantity to each item in the group for ordering. This is set to 1 by default, and the quantities can be reviewed on the main order window after finishing the Draft Wizard. This option should be used if Rate of Usage does not exist or the Reorder Points and Restock levels have not been entered.
Go to the Preferences section if you would like to further restrict the items added to the order.
Existing orders
This option allows you to copy items from a previously placed order.
The order quantity is determined based on :
Replenishment parameters: Reorder points and Restock levels.
Items with a restock level of 0 will not be ordered.
- Project Item Usage: Quantity to order based on the rate of usage previously determined for each item.
- Quantity from Order: Copies the exact quantities from the order which was selected initially. The quantities can be reviewed in the main Draft screen after completing the draft wizard.
Go to the Preferences section if you would like to further restrict the items added to the order.
Rate of Usage
This option selects items based on the rate of usage statistics.
Select Item Options window allows you to include items that will run out stock within the nominated number of days.
By default, Number of Days is set to 0 to include all items with a rate of usage value, disregarding if they will run out of stock or not.
- Select the relevant supplier, manufacturers, or Departments & Categories in order to refine the template settings.
In the Order Quantity window enter the number of Days to Project an order, in order to cover supplies based on the Rate of Usage statistics of each item.
Go to the Preferences section if you would like to further restrict the items added to the order.
QuickPad Items
This option selects any items located in a Quickpad draft. These items could be items added from Fred Dispense, or from within the item stockcard.
- Select the relevant supplier, manufacturers, or Departments & Categories in order to refine the template settings.
The Order Quantity window determines how many item quantities to be ordered can either be merged or overwritten if adding to an existing draft with the same items.
Go to the Preferences section if you would like to further restrict the items added to the order.
Out of Stock Items
This option selects any items in the out of stock list.
- Select the relevant supplier, manufacturers, or Departments & Categories in order to refine the template settings.
The Order Quantity window determines how many to order and item quantities can either be merged or overwritten if adding to an existing draft with the same items.
Go to the Preferences section if you would like to further restrict the items added to the order.
Draft Wizard Preferences
Draft references can be selected to further restrict items added to the order.
Adjust for Items on Order
If an item already exists on another order that has not been received or out of stock, the quantity to be ordered will be adjusted by that amount.
Partial Invoices that have not been closed contribute to the quantity on order number. Ensure to close partial invoices as a daily task – see Data Maintenance
Adjust for items on turnover invoices
Turnover invoices are invoices for orders not created in Fred Office Plus. These invoices do not have a Has Order icon on the Open Invoice page in Fred Office Plus:
Round up for Quantities
This option will round up the values in the order to next available pack size.
Please ensure to review the quantities with pack sizes if using this option.
Please ensure to review the available stock against the Usage Summary panel.
Adjust for Available Quantities
This option considers items in stock and adjusts the order to only show items with not enough available stock on hand.
Please note that this option will not order any items with available stock on hand unless Reorder points and Restock Levels have been set for the item.
Items with zero stock available, Negative Stock on hand, or with a reorder point set with be included in this order when this option is selected.