INVENTORY CONTROL > Reports > Inventory Re-order
This report lists items that have fallen below their re-order levels and need to be replenished. Reorder levels can be specified for your items in the [Inventory/Locations] folder of the Item Master File.
TIP: You can automatically build Purchase Orders or other documents for items that need to be re-ordered (i.e. the items that show on this report) using the Item Requirements Staging Batch.
To proactively forecast when items may need to be re-ordered in the future, try the Inventory Forecast Report.
Noteworthy Questions & Options
•Include items with ZERO reorder level? If you have not specified a reorder level for certain items, these items can be omitted from the report, otherwise they will be included (if their stock level has reached zero).
•Also consider re-order level expressed in weeks? This will determine whether SpendMap considers the re-order level for each item expressed in “weeks” or just the fixed (unit/quantity) re-order level for each item.
•Include safety factor? This will add a "margin of error" by artificially increasing the re-order level for each item by the percentage that you enter. That is, the system will “pretend” that the re-order level is higher by a certain percent, therefore flagging items to be re-ordered sooner, even if they are not down to their actual re-order levels. This might be used during a busy season with higher than usual item demand and/or longer than usual delivery lead times from your suppliers.
•Item or Location re-order level? If you keep stock in multiple stock locations, you can generate a list of items that need to be ordered at specific locations, as opposed to generating a list of items that have fallen below their re-order levels company-wide (i.e. across all locations).
| If you select [LOCATION], SpendMap will compare the current stock at the specified location to the re-order level for the item at that location (as indicated in the Location/Bin Details Screen). |
| If you select [ITEM], SpendMap will compare the total stock that you have across all locations to the item’s overall re-order levels (as indicated in the Inventory/Locations Folder). This option is most commonly used where the individual locations are in fairly close proximity to one another and items can easily be transferred from location to location as stock is depleted. |
•Consider on-order balances? Since items that you’ve already placed orders for will eventually be received into stock, you may want to consider these open orders in determining whether or not an item needs to be re-ordered. The types of orders you include will be added to the in-stock quantity for the respective items, which might push them above their re-order levels, thereby omitting them from the report.
•Add or update Task List KPI? If you have not already done so, after running the report you will have the option of adding a new KPI to your Task List showing items that need to be reordered, based on how you answered the questions above. Once the Reorder KPI is added to your Task List, if you run the report again and answer the questions differently, you will have the option of updating/adjusting the KPI based on the new report options.
