The products in the Product Catalog have a field called Re-order Quantity where you can indicate the minimum threshold of each product that you would like to keep on your shelf. Use the process described in the forum post, Adjust Inventory Directly in the Grid to enter the Re-order Quantity directly in the grid. Once you have completed this field for your products, you can use the auto-fill feature to automatically add products that have fallen below this threshold to an order and then automatically submit it to InTouch. To auto-fill an order and submit it to InTouch:

  1. In the Inventory area, click New to create a new product order.
  2. Select Auto Fill Order and then By Reorder Level. The order will be completed with any products that are below the re-order level or that you have sold and didn't have in stock (backordered products).
  3. You can add more products to the order if desired. When you are finished with your order, select Place Order and Online via InTouch.
  4. Another dialog will open with an instruction panel on the left and the InTouch site on the right. Follow the instructions to place your order.
  5. When you receive the products, you need to mark them as received in order to update your inventory. To do that, select the order in the Open Orders view in the Inventory area and click Receive Order in the menu.
  6. Select Receive All Products. If you didn't receive all the products in the order, then you can change the Received Quantity.
  7. Click Save and Close to update your inventory.
  8. If you had any backordered products, you will get a message informing you. Look in the Customer Backorders view in the Sales area to see which products need to be delivered.
  9. Select the product and click Mark as Delivered when you have actually given it to the customer.