Order formation: working with unprofitable goods

Ordering New Items: how to add a product to a supplier order if it has never been in stock before (creating new product cards)?

In Torgsoft, there are several ways to add a new product to a supplier order if it has never been in stock before.

Since such a product has no movement history and no stock balances in inventory cards, it is not included in the automatic demand calculation (the "Need to Order" column) during mass order creation. Therefore, such new items must be added manually using special buttons.

Below are detailed steps for two possible scenarios:

Method 1. Creating a new product card directly while creating the order

If you are analyzing product demand and at the same time want to order a completely new item, you can create its card directly from the order creation form:

1. Go to the main menu item Document -> Supplier Order Creation.

2. Generate the list of products to order using the relevant filters.

3. To add a new item, click the Add New Product button on the top toolbar.

4. The standard Product Card window will open. Here you need to fill in all the details for the new product (product type, manufacturer, article number, barcode, etc.) that has not previously been in stock.

5. After saving the card, this product will be included in the current list for ordering.

6. Specify the required quantity in the My Order column.

7. After completing the work, click the Save Order button to move it to the status of saved documents for further work or sending to the supplier.

Method 2. Adding a previously created (but not yet received into stock) card to a saved order

If you created a new product card in advance through the menu Product Management -> Full List of Goods and Services, but the product has not yet been received into stock, you can add it to an already saved order document:

1. Go to the menu item Document -> Supplier Order.

2. Find the required order in the upper part of the window and select it.

3. Go to the middle part of the window Order Items and click the Add button.

4. The Supplier Order Contents window will open. Click the Directory button.

5. The Full List of Goods and Services will open, where you can select the previously created card of the new product.

6. After selecting the product, specify the required quantity for the order and the price, then click the Save button. The product will be added to the general order list.