Manage the shopping list

The Shopping List records the quantity you want to acquire. It is useful for a shortfall discovered while counting stock or reviewing the Inventory Report.

Add an item

1. On Purchases, use Add Item in the Shopping List section.

2. In Item, choose a tracked Inventory item.

3. Enter Quantity Needed and select Save.

For example, enter 12 for bud vases when an upcoming event needs more than the stock count. The row appears in Shopping List and the item's Quantity Needed increases by 12. It does not increase Total or create a supplier order.

Change or remove a request

Use the row's edit control to revise Quantity Needed, then select Save. Use its remove control when the request is no longer needed and confirm the dialog. Removing the row sets Quantity Needed to zero. It does not remove the item from Inventory, reverse a purchase, or change In Stock.

When the item is actually bought, move it forward using Record purchases, receipts, and stock. Keep a request on the list until the amount is known, rather than changing current stock to make a planning need disappear.