Often a company needs to place an order for goods or materials internally in the following cases:
- When the system automatically determines that stock levels have reached a critical point and the warehouse needs to be replenished.
- When warehouse employees need to inform the purchasing department about how much goods or materials need to be ordered.
- When the company has multiple warehouses, goods need to be transferred from one warehouse to another.
For this, Kladana allows you to use an Internal Order. It is convenient because it is an intermediary document that can be reviewed and approved by a supervisor.
In the first case, if you use Reorder Point for goods, the warehouse manager can create an Internal Order, which will automatically be filled with the necessary quantity of goods to meet the minimum required stock levels.
The manager receives a notification when the minimum level is reached in all warehouses or a specific one. They then open the stock report and click "Replenish Stock." Based on this report, an Internal Order is created.
The Internal Order is initially created as a draft so that the manager can check the accuracy of the data and add an expected delivery date and comments if needed.
After that, using the internal order, the manager can either place a purchase order or transfer it to arrange a stock transfer from another warehouse or store, or even place a production order.
An Internal Order can also be created manually. To do this, employees need to go to Inventory -> Internal Order. In the document, they fill out the expected delivery date, the warehouse where the goods need to be delivered, the goods themselves, and the quantity.