• Run the Shortfall option for all of the sales orders that you want to fulfil
  
• Print the information from the Shortfall Generator window
• Check with your suppliers to make sure that they can meet the delivery requirements, for example, the quantity, price and date. You should also note against each product code on the Shortfall report, the supplier who's providing the product and the cost price
• From the Shortfall Generator window, select the product codes that you order from the same supplier then create a purchase order for each supplier in turn

1. Go to Sales orders, then select the sales orders you want to fulfil.
2. ClickShortfall.
   TIP: If you didn't select any orders, the shortfall is generated for all sales orders, but each product code only appears once.
3. For each product code, the following information appears:
   To print, preview, email or save to file the sales order shortfall click Print list then select the required output.

   Product Code	This is the product code from the Product Record.
   Description	This is the product description. If you haven't entered a description on the Product Record, this box remains blank.
   Supplier	If the relevant Product Record has a default supplier account reference associated with it, it appears here. If you haven't entered a supplier account reference on the Product Record, this box remains blank.
   BOM	This column indicates whether the product has a bill of materials. If the product has a bill of materials, a Yes appears in this column.If you've sufficient stock to make up the required items, manually transfer the stock using the Stock Transfer option in the Products module.
   Free/On-Order	This is the free stock from the Product Record plus the quantity on order. This is calculated as the In Stock quantity less the Allocated quantity plus the On Order quantity. If you've chosen to allow negative stock, a negative figure may appear here.
   Required	This is the quantity of unallocated stock for the product from the selected sales orders. This is the quantity each product requires to fulfil the selected orders.
   Shortfall	This is the quantity the products requires to fulfil the selected orders, taking into consideration the quantity available in stock. The figure is calculated as the Required quantity less the Free/On-Order quantity.
   Qty to Order	This is the quantity to be ordered for the product. If you've entered a Re-order Qty for the product that's higher than the Shortfall, it displays the Re-order Qty, if not, the Shortfall appears. For example, if you need 50 bottles of wine to fulfil your selected orders, but you've set a re-order quantity of 100 bottles, the re-order quantity of 100 appears in this column. However, if you need 50 bottles of wine to fulfil your selected sales orders and you've a re-order quantity of 10, the quantity 50 appears in this column.

4. Click Close.

NOTE: If you switch off the option to place orders on order automatically, the product codes remain listed on the Shortfall Generator window until the purchase order has been placed on order from within the POP module.

1. Go to Settings, click Invoice & Order Defaults then click the General tab.
2. Deselect the Place Order Shortfalls on Order Automatically check box then click OK.

You've now amended the Place Order Shortfalls on Order Automatically setting, if you've cleared this option, when you next use the Shortfall Generator to create a purchase order, the order remains on the Purchase Orders list but isn't placed on order until you choose to do so.