Set reorder parameters

Set reorder parameters

Reorder parameters are set up per supplier on the Products page. These settings, combined with your sales history, can be used to suggest when you should reorder products from suppliers using the Inventory Velocity Report.

  • Lead refers to the number of days expected for the product to be delivered from the time a PO is raised and submitted to the supplier.

  • Safety refers to the preferred minimum number of days of inventory (safety stock).

  • Reorder quantity refers to how many items to order when the stock falls below the minimum threshold.

  • Minimum to order The minimum quantity to order from a supplier.

By default, for suppliers with multiple locations, the different locations will inherit the values of the lead, safety, and reorder quantity of the supplier. Each location can have its own lead, safety, and reorder values for a single supplier.

The Inventory Velocity Report may reflect incorrect data if you leave reorder parameters for a supplier blank. Provide lead, safety, reorder quantity, for each supplier or supplier location to ensure that you can generate complete and correct data.

Prerequisites

Set reorder parameters for a product

  1. Go to Inventory → Products, click or search for the product you want set reorder parameters for.

  2. Select the Suppliers tab.

  3. On the Suppliers section, you can find the lead, safety, reorder quantity, and minimum to order fields. Click the appropriate columns to enter your preferred values.

    • Lead refers to the number of days expected for the product to be delivered from the time a PO is raised and submitted to the supplier.

    • Safety refers to the preferred minimum number of days of inventory (safety stock).

    • Reorder quantity refers to the number of items to be reordered at a time.

    • Minimum to order The minimum quantity to order from a supplier.

  4. Different lead, safety, and reorder quantity parameters for a location or all locations can be set for each supplier. By default, each location will take the supplier values.
         

  5. Save your changes.

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Set or edit reorder parameters in bulk

Aside from the ability to add lead, safety, and reorder values individually, smart reordering values can be exported as a CSV file and edited in bulk.

Navigate to Inventory → Products, then select Export → Reorder parameters. Save and open the CSV template, edit the details that need to be updated, without changing any of the column headings to prevent any errors during the upload.

Save the CSV template and upload the edited template using Import → Reorder parameters.

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