Stock re-ordering

For purchasing staff · ~3 min read

Stock Re-ordering works out what you need to buy and lets you raise the orders in one pass — instead of checking stock levels item by item.

Figure 1 — Stock Re-ordering. (1) Choose a Supplier, or leave it blank for all suppliers — the hint under the box says so. (2) Pick one or more Inventory Groups; the list is searchable. (3) Load works out what’s below its re-order level and suggests quantities, which you can adjust before raising the orders.

Run it

1. Choose a Supplier — or leave it blank for all suppliers.
2. Choose one or more Inventory Groups. The list is searchable — start typing to narrow it.
3. Select Load.
4. Review what comes back, adjust quantities, and raise the purchase orders.

One supplier at a time is usually easier

Leaving the supplier blank shows everything that needs re-ordering, which is useful for a weekly overview. But when you’re actually placing orders, filtering to one supplier keeps each purchase order clean.

What it’s based on

Re-ordering works from your stock levels and the re-order settings on your inventory items. If an item never appears, check it has re-order levels set — an item with none can’t be flagged as needing ordering.

Common questions

Question	Answer
Nothing loads	You may have filtered to a group with nothing below its re-order level. Try clearing the group filter.
An item I know is low isn’t listed	It has no re-order level set on the inventory item.
Quantities look wrong	They’re calculated from stock on hand and re-order levels — check those on the item.
“Stock Re-ordering” with nothing under it	You don’t have access — ask your administrator.

See also

• Finding purchase orders
• Suppliers