The Re-Order Point Report provides you with a listing of products and quantities that are needed for stock. The recommendation is based on Re-Order Points that are setup in each Inventory Record. Re-Order Points can be setup individually or automatically calculated by the system based on Past Sales History.

You can produce this report for any range of products, sequenced by Product Code, Classification, Description or Alternate Product Code.

The Re-Order Point report will check the On Hand Quantity, subtract Customer Sales Orders and add in Open Purchase Orders to get the Available Quantity. The Available Quantity will then be compared to the Re-Order Point. If the Available Quantity is equal to or less than the Re-Order Point, the system will suggest a Quantity Required to get your Available Quantity up to the Re-Order Point, or up to the Maximum Quantity to Stock, which ever you select when running the report.

There are a number of options that are offered. These will be explained below:

Skip Items with Zero Re-order Point – If you answer Yes to this all items with a Zero Re-Order point will be omitted from the report. Some companies change the re-order point to zero on discontinued items. If you answer No, all items in the range you have selected will be included, whether you need to order them or not. Typically this is answered Yes.

Skip When Available Exceeds Re-order Point – If you answer Yes to this and the quantity you currently have Available is in Excess of the Re-Order Point, the item will be omitted. If you answer No, all parts in the range that you have selected will be included on the report whether you need them or not. Typically this is answered Yes.

Skip Non-Stock Items – If you have any Non-Stock Items you can omit them by answering Yes. Since Non-Stock items are not specific items this is typically answered Yes.

Include Sales Orders in Calculation – If you have Sales Orders entered for any items in the range that you selected you would normally want the system to take those orders into consideration. When calculating the Available Quantity, Sales Orders will be deducted from your On Hand Quantities when you answer Yes to this question.

Include Purchase Orders in Calculation – If you have Purchase Orders that have not been received for the range of products you have selected, you would typically want the system to consider those as part of Avaiilable. When calculating the Available Quantity, Purchase orders will be added to your On Hand Quantities when you answer Yes to this question.

Calc Re-Order Qty up to Max Qty to Stock – In addition to the Re-Order Point some companies enter a value in the Max Qty to Stock field. This number can also be calculated for you based on Sales History. If you are using a Max Qty ot Stock, you could use the Re-Order Point as a trigger to place an Order and the Max Qty to Stock as the Quantity you would like to stock up to. If you answer Yes here the system will suggest a Quantity Needed to get your stock to this level.

Show All Stocking Information – If you answer Yes to this question, the Maximum Qty to Stock values will be included as a column on this report. If you answer No, it will not.

Show Optimum Purchase – If you answer Yes the Optimum Quantity will be printed instead of the Quantity the system calculates as the Required Quantity based on the Re-Order point and Availability. This is typically answered No.

Show Primary Vendor – If you have a Primary Vendor setup for your Inventory Items, and answer Yes here, an additional line will be printed for each part with the Primary Vendor Name.

Show Locations & Quantities – If you would like to view your current on hand stock by Location and Quantity answer Yes here. The report will then include a total quantity on hand in a column. Answering Yes here will add an additional line for each Location that you currently have an On Hand quantity.

This Report can be found in: