Fred Office Plus
This section provides the Draft Wizard settings for some of the most popular ordering templates.
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.
Bulk Order from Main Wholesaler for Ethicals/OTC/all items covering one month's requirements (Between 2 dates)
- Select Items: Sold Between Two dates
- Select Items Options: Since Last Used
- Supplier Details: Tick the main wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Base on Sold Stock
- Preferences: Tick all except Optimize draft
Bulk Order from Main Wholesaler for Ethicals/OTC/all items covering one month's requirements (Rate of Usage)
- Select Items: Rate of Usage
- Select Items Options: set days to project ahead
- Supplier Details: Tick main wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Set days to project ahead
- Preferences: Tick all except Optimize draft
Daily Restock Order for Ethicals/OTC/ all items from Main Wholesaler (between 2 dates)
- Select Items: Sold Between Two dates
- Select Items Options: Since Last Used
- Supplier Details: Tick main wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Base on Sold Stock
- Preferences: Tick all and Nearest Minimum order
Daily Restock Order for Ethicals/OTC/ all items from Main Wholesaler (Replenishment)
- Select Items: Replenishment
- Supplier Details: Tick main wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Replenishment
- Preferences: Tick all and Nearest Minimum order
Periodic Restock Order for Direct supplier
- Select Items: Sold Between Two dates
- Select Items Options: Since Last Used
- Supplier Details: Tick specific direct supplier; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Base on Sold Stock
- Preferences: Tick all and Nearest Minimum order
QuickPad Template for Main Wholesaler for Ethicals/ OTC/ all items
- Select Items: QuickPad Items
- Supplier Details: Tick main wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Overwrite (or Merge as preferred) item quantities
- Preferences: Tick Nearest Minimum order
QuickPad template for the Secondary Wholesaler for Ethicals/ OTC/ all items
- Select Items: QuickPad Items
- Supplier Details: Tick alternate wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Overwrite (or Merge as preferred) item quantities
- Preferences: Tick Nearest Minimum order
Out-of-stocks Template for the Main Wholesaler for Ethicals/ OTC/ all items
- Select Items: Out-of-stock Items
- Supplier Details: Tick main wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Overwrite (or Merge as preferred) item quantities
- Preferences: Tick Nearest Minimum order
Out-of-stocks Template for the Secondary Wholesaler for Ethicals/ OTC/ all items
- Select Items: Out-of-stock Items
- Supplier Details: Tick alternate wholesaler; any supplier
- Restrict Items: Select the relevant department(s)
- Order Quantity: Overwrite (or Merge as preferred) item quantities
- Preferences: Tick Nearest Minimum order
Restock Order from Major Wholesaler for OTC Specific Departments
- Select Items: Sold Between Two dates
- Select Items Options: Since Last Used
- Supplier Details: Tick main wholesaler; any supplier
- Restrict Items: Select the OTC departments
- Order Quantity: Base on Sold Stock
- Preferences: Tick all and Nearest Minimum order
Turnover Order for Specific Manufacturer through Major Wholesaler
- Select Items: Sold Between Two dates
- Select Items Options: Since Last Used
- Supplier Details: Tick main wholesaler; any supplier
- Manufacturer Details: Tick specific manufacturer
- Restrict Items: Select the relevant department(s)
- Order Quantity: Base on Sold Stock
- Preferences: Tick all and Nearest Minimum order