The Reorder Report is a comprehensive inventory management tool that helps you maintain optimal stock levels by providing real-time visibility into your inventory and automating the replenishment process. This report allows you to monitor stock availability, identify products requiring attention, and create purchase orders, assemblies, or warehouse transfers directly from a single interface.
The Reorder Report transforms inventory management from a reactive process into a proactive strategy, helping you maintain optimal stock levels while minimizing carrying costs and stockouts. Regular use of this tool will improve your supply chain efficiency and ensure smooth operations across your business.
Access the Reorder Report by navigating to Reports > Purchases > Reorder Report from the main menu.
The report opens with default filters showing products that have fallen below their minimum stock levels, Stock Level: Under Min, across all warehouses, Order Warehouse: All. This provides an immediate view of products requiring urgent replenishment.
Tutorial Video
Working with the Reorder Report
Understanding the Reorder Report
Stock Alert levels
The report categorizes your inventory into three alert levels based on current availability and pending transactions:
Low Alert appears when a product's available quantity plus quantities on Placed status Purchase Orders (on-purchase) falls below the minimum stock level. These products require immediate attention and will display when you filter by "Under Min."
High Alert indicates products where available quantity plus on-purchase quantities exceed the maximum stock level. These appear when filtering by "Over Max" and may indicate overstocking.
No Alert products fall between the minimum and maximum levels and display as blank in the Alert column. These products appear when you select "Under Max" in the Stock Level filter.
Stock levels are configured in each product's Inventory tab. Products without defined minimum or maximum levels default to zero.
Stock calculations
A product's Available Quantity represents your true stock availability, calculated as current Stock On Hand (SOH) minus allocated quantities for Sales Orders, Assemblies, and outgoing Warehouse Transfers.
The Reorder Report's Suggested Replenishment provides a recommended Purchase Order quantity calculated as the product's maximum stock level minus current availability, factoring in existing quantities on-purchase and Parked status Assemblies. This ensures you maintain stock within your defined parameters while avoiding over-ordering. For products without defined stock levels, the system calculates replenishment quantities to bring availability to zero based on planned transactions.
Each product's global Stock Turn is calculated, based on an average, to advise on how many days it will take until its stock is gone. Stock Turns are calculated using the following formula: ((Previous Year On Hand Quantity * Previous Year Average Cost) + (Current Year On Hand Quantity * Current Year Average Cost)) / 2
Report columns
The Reorder Report displays essential stock information per product and warehouse across multiple columns. By default, the following columns will populate in the Reorder Report's grid.
Reorder Report grid column | Description |
Action cog | Tick the checkboxes in the column to select products in a specific warehouse, and hover over the action cog icon to replenish the product's stock using one of the following options:
|
Code | Displays the product's Product Code. |
Description | Displays the product's Product Description. |
Pref Supplier | Displays the name of the product's default supplier, and a building block icon is the product is set up as an assembled product. |
Order Warehouse | Displays the name of the warehouse from which the product's stock and transaction results are. |
Min Stock | Displays the product's minimum stock level for the Order Warehouse. |
Max Stock | Displays the product's maximum stock level for the Order Warehouse. |
On Hand | Displays the current SOH of the product in its base unit, before stock allocations. Click on a product's On Hand result to open the Stock On Hand Enquiry. |
On Order | Displays the current base unit quantity allocated to open Sales Orders. Click on a product's On Order result to open Product Allocations. |
In Assembly | Displays the current base unit quantity allocated as a component to open Assemblies. Click on a product's In Assembly result to open Product Allocations. |
On Assembly | Displays the total number of base units due to be assembled from open Assemblies. Click on a product's On Assembly result to open View Assemblies. |
Outgoing Transfers | Displays the total quantity allocated to Parked status Warehouse Transfers, sourced from the Order Warehouse. Click on a product's Outgoing Transfers result to open Product Allocations. |
On Purchase | Displays the product's base unit quantity ordered on Placed status Purchase Orders. Click on a product's On Purchase result to open the Purchase Enquiry. |
Next Delivery | Displays the product's soonest Delivery Date of a Placed status Purchase Order. |
Available | Displays the product's current stock availability in the Order Warehouse. |
Suggested Replenishment | Displays the base unit quantity required to restore the product's stock availability to its maximum stock level. |
Alert | Indicates whether the product's stock availability is in Low or High alert. |
Hidden columns
Additionally, the Hidden Columns list in the Reorder Report's Show Toolbar tab lists more columns that can be included on the report's grid. The default Hidden Columns, available to add to your Reorder Report's grid, are described in the table below.
📌Note: Only the headers already displayed in the layout or the Hidden Columns list can be displayed in the Reorder Report.
Reorder Report hidden columns | Description |
Incoming Transfer | Displays the total quantity allocated to Parked status Warehouse Transfers, destined for the Order Warehouse. Click on a product's Incoming Transfers result to open Product Allocations. |
Pref Purchasing Unit | Displays the default purchasing unit for the product, based on the default supplier's setup. |
Product Brand | Displays the Product Brand the product is assigned. |
Product Group | Displays the Product Group the product is assigned. |
Product Sub Group | Displays the Product Sub Group the product is assigned. |
Sellable | Indicates with a tick or cross if the product is set as sellable. |
Stock Turns | Displays the number of days, on average, it takes to deplete the product's total SOH. Only displayed when the Warehouse filter is Global. |
Suggested Purchase Qty | Displays the base unit quantity required to replenish the product's stock availability to the Order Warehouse's maximum stock level. |
Supplier Code | Displays the product's default supplier's code. |
Supplier Product Code | Displays the default supplier's version of your product's code. |
Using the Reorder Report
The Reorder Report streamlines the replenishment process through multiple approaches:
Bulk Replenishment: Select your target warehouse from the Order Warehouse filter and click the Reorder button to automatically create a Parked status Purchase Order for all products showing low alerts on the current page.
Selective Replenishment: Use the checkboxes to select specific products, then access the Action Cog to choose from:
Create Assemblies for products that can be manufactured.
Create Purchases for products sourced from suppliers.
Create Transfers for products available in other warehouses.
All transactions created through the Reorder Report start in the "Parked" status with quantities set to bring products to their maximum stock levels for the target warehouse. You can modify these orders by adding or removing products and adjusting quantities as needed, until the transaction is in Receipted or Completed status.
At the top of the Reorder Report, you'll also see the following function buttons:
Model Min/Max: Opens the Advanced Inventory Manager's (AIM) Modelling function to optimize your minimum and maximum stock levels based on demand patterns.
Export: Generates PDF, CSV, or XLSX reports for analysis, record-keeping, or sharing with stakeholders.
Run: Populates the report using the filters applied.
Filter the Reorder Report
Refine your view of the Reorder Report using the available filters described in the table below.
Reorder Report filter | Description |
Product Code | Filter for products by their unique product code. |
Product Description | Filter for products by their product description. |
Product Type | Use the drop-down menu to filter for products that are set up to be included in production processes:
|
Supplier Code | Filter for products by their default supplier's code. |
Supplier Name | Filter for products by their default supplier's name. |
Product Group | Use the multi-select drop-down menu to filter for products by their assigned Product Group and Sub-group. |
Product Brand | Use the multi-select drop-down menu to filter for products by their assigned Product Brand. |
Order Warehouse | Use the drop-down menu to filter for products by warehouse. |
Stock Level | Use the drop-down menu to filter for products by their stock level:
|
Sellable | Use the drop-down menu to filter for products based on their sellable setting:
|
Purchasable | Use the drop-down menu to filter for products based on their purchasable setting:
|
Customising your view
Drag any column header into the grey area above the grid to group your data by that field. Add multiple grouping levels and use the +/- icons to expand or collapse sections. This is particularly useful for analyzing data by stock allocation, supplier, product group, or warehouse.
Reorder columns by dragging headers, resize columns by dragging borders, and sort data by clicking column headers - first click for descending order, second click for ascending order.
To add a Hidden Column to the Reorder Report's grid:
Go to Reports > Purchase > Reorder Report.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the Hidden Columns list and drop it into the grid.
To remove a Hidden Column from the Reorder Report's grid:
Go to Reports > Purchase > Reorder Report.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the grid into the Hidden Columns list.
Grid Layouts
After customising your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.
Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.
Default grid layouts
Initially, whenever you navigate to the Reorder Report, the default grid layout "None" will be displayed.
To make one of your custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the Reorder Report page.
Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Any edits you make to your shared layout will not apply to their saved default version.