The product Shortfall option

• The Shortfall option shows any products where the Free Stock + On Order is less than the Re-order Level.
• The Free/OnOrder column is calculated as Free Stock + On Order.
• The Qty to Order column is either the Re-order Quantity from the product record or the amount of the shortfall, whichever is greater.

Sage 50 Accounts Professional only

• Purchase orders that are created using the Shortfall option are, by default, automatically placed On-Order.

NOTE: There is a setting within Settings > Invoice & Order Defaults > Place Order Shortfalls on Order Automatically, which determines whether or not the order is placed On Order.

• If the selected products have different suppliers, the A/C box is left blank on the purchase order.

Use the Shortfall option

1. Click Products and services and select the products that you want to check the stock levels for then click Shortfall.
   

   
   TIP: If you don't select any products, the Shortfall is generated for all products.

2. The Shortfall window shows the following:

   Product Code	The product code of the product which has fallen below the reorder level.
   Description	The description from the product record.
   Supplier	The supplier on the product record.
   BOM	This shows a Y if the product has a bill of materials (BOM) as you may want to order the components rather than the main product. An N appears if there is no BOM.
   Free/OnOrder	The quantity of free stock plus the amount of stock which is on order on your purchase orders.
   Reorder Level	This shows the reorder level from the product record.
   ShortFall	This is the difference between the Free/OnOrder value and the Reorder level.
   Qty to Order	This is the quantity that you need to order to increase the quantity in stock to the quantity of the reorder level.

3. Sage 50 Accounts Professional only
   
   Select the products to order and click Create order.
   
   

   TIP: If the selected products have different suppliers, the A/C box is left blank on the purchase order.

4. Complete any otherdetails on the Purchase Order as required then click Save and Close.