Inventory Management: Want List entry and management

Estimated reading: 4 minutes

Use the Want List to ‘write down’ needed items. These items display on the Purchasing Work List (PWL), where they can be placed on a purchase order along with Suggested items or manually removed. A Want List report is also available.

Before you start

  • Security access to:
    • Inventory – Want List dialog (to add items)
    • Inventory – Purchasing Work List (to manage want list items)
    • Inventory – Order Maintenance (to place orders)
    • Inventory Want List report
  • Inventory defaults set for Want List items
  • Items setup as inventory type (QOH tracking not required)
  • Inventory location(s) and group(s) set up (MLI only)


  • Once added to the Want List, entries cannot be modified. To make changes, remove and reenter items on the Purchasing Work List (a link to Want List is on PWL window).

Adding items to the want list

  1. Toolbar > Want List or Inventory > Want List
  2. Enter item ID, or search for and select the item from inventory item list.
  3. Enter quantity needed in either field. The other field will automatically calculate based on the item’s buy/sell ratio.
  4. Enter a reason for ordering, if necessary.
  5. Multi-location only: Select location or group from the appropriate drop-down list.
  6. If item is not in inventory item list, select Not an Inventory Item and enter a description.
  7. Click OK.
  8. If item is already on a purchase order or on backorder, a message will display asking if you would like to add it again. Click Yes or No.
  9. Repeat above steps as needed for additional items or click Cancel to close the window.

Managing the want list

  1. Inventory > Purchasing Work List
  2. Select Want Item and click search icon.
  3. Filter the Purchasing Work List, to narrow the selection of items, using any of the following options:
    • Groups (Multi-location inventory only)
    • Location
    • Item Classification
    • Status (Not Done, Completed, All)
  4. Adjust display as needed by clicking column headers to sort in ascending or descending order.
  5. Select an item row and do any of the following:
    • To delete an item: Click Remove from List and click Yes to confirm.
    • To view details and history: Review the Item Details area or click More Item Information for [item] at the bottom of the window.
    • To add an additional item to the Want List: Click add to Want List.
    • To add item to an order, in the Add to Order area, select or modify the vendor, order quantity, group (Multi-location Inventory only) and click Add to Order.

Additional Information


Multi-location inventory

Related Reports

  • Want List Report
  • Backorder Report
  • On Order report
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