A list of what each outlet should buy to get back to its par level, worked out from the stock ledger, the open orders and the requests already made. It only ever suggests: nothing is ordered until a person raises it.
A bar that runs out of a fast-moving spirit on a Saturday has usually not made a mistake in the count. Someone just did not notice the shelf was low, or did not know that an order for it was already on its way. The Reorder screen does that arithmetic for you. For each outlet it lists the items that have fallen below their reorder point, how much would bring each one back to its par level, and which supplier to buy it from. You adjust it, then turn it into a requisition or into draft purchase orders.
Where to find it
Procurement, then Reorder in the sidebar, between Requisitions and Purchase orders. Choose the Outlet at the top. A company with one outlet is taken straight to it.
You need permission to act on what the page shows: either create_requisition (to ask for stock) or manage_purchase_order (to draft orders). Holding either is enough to see the list; the two buttons at the bottom each need their own permission and only appear for the people who hold it. A person pinned to one branch can only read that branch's position. The Procurement module must be on your plan.
What puts an item on the list
Only an item with a Max level set appears. The Max level on an item (set under Items) is its par: the quantity you want on the shelf after a delivery. An active, stock-tracked item with no Max level is never suggested, however empty it is. If no item at all has one, the screen says so and tells you to set it.
An item appears when its position has fallen below its reorder point.
- Reorder point. The item's Min level. If an item has no Min level, or the Min level is above its Max level, the reorder point is the Max level, so the item shows up as soon as it drops below par.
- Position. What you hold, plus everything already coming or already asked for, all in stock units for that outlet:
- On hand: the ledger balance across the outlet's locations. A negative balance counts as zero, and the row tells you to count before ordering, since buying against a recording error buys the error.
- On order: what open purchase orders at this outlet (awaiting approval, approved or part received) still have to deliver, line by line, after what has been received against them.
- In draft: the lines of draft purchase orders at this outlet. A draft commits nobody, but someone has already picked the need up, so it is counted. The column shows how many drafts and the date of the oldest, and links to the outlet's drafts. A draft left lying about keeps its items off the list, so the remedy is to submit or cancel it.
- Requested: what submitted or approved requisitions have already asked for, so the same crate is not requested twice.
Suggested is the amount that brings the position back up to par.
Because the position includes orders, drafts and requests, the list shrinks as soon as someone acts: an item vanishes once an order covering it exists.
Par is set per item for the whole company. There is not yet a different par for each outlet.
Reading a row
Each row shows the item, its stock unit, On hand, On order, In draft, Requested, Min, Par, Suggested, the Supplier and the Estimated value.
The supplier is worked out, not stored. It is whoever last delivered that item to this outlet, as long as they still have an active price for it today. Failing that, the supplier with the cheapest list price per stock unit. A note under the supplier says which, Delivered here last or Cheapest on the price list. Choose a different supplier from the drop-down, which lists every active supplier that prices the item today. An item no supplier prices shows No supplier prices this.
The suggested quantity is in stock units and you can edit it. For ordering, it is rounded up to whole packs of the chosen supplier (half a crate cannot be ordered) and raised to that supplier's minimum order if there is one; the row shows the packs and the estimated value ex VAT at today's list price. Large lists are shown a page at a time, and the note under the table says how many items are not yet shown.
Turning it into an order
The screen is a read. The buttons below the table use the ordinary create routes, so everything they make goes through the same approval chains as anything else.
- Raise requisition (needs
create_requisition). One requisition for the outlet, with the quantities you see, sent for a decision in the same step. You are taken to it. See Purchase Orders for what happens next. - Draft purchase orders (needs
manage_purchase_order). One draft order per supplier, in that supplier's packs and priced from the list. Each is submitted from its own page, up its own approval chain. Items with no supplier price are left off, and the screen names them so you can add a price under Suppliers or ask for them on a requisition.
Neither button orders anything on its own. A requisition still needs a decision, and a draft still needs submitting and signing. The usual separation of duties applies: the person who raises a requisition cannot decide it, and a purchase order climbs the same approval chain as any other, where its raiser may sign only below the self-approval limit.
FAQ
Why is an item I know is low not on the list? Check that it has a Max level; that its position (counting orders, drafts and requests) is actually below its reorder point; and that it is active and stock-tracked. A draft purchase order already covering it also removes it.
Why does a row say "Negative balance: count before ordering"? The ledger shows less than nothing at that outlet, which is a recording error. It is treated as zero for the suggestion, but do a count before buying.
Does Bohari ever place an order by itself? No. Reorder suggestions are only a read. A person raises the requisition or drafts the order, and the ordinary approvals apply.
Is this the same as the low-stock alert? They use the same levels but do different jobs. The alert tells you the moment an item crosses its Min level (see Alerts & Notifications); the Reorder screen tells you what to buy.