Reorder Report

The reorder report provides a simple analysis of what to reorder based on user-set minimum, reorder, and maximum inventory levels. The report shows all products in stock that have fallen below either the preset reorder or minimum quantities. It then calculates how much should be ordered to bring the stock up to the set max value, and the approximate cost based on the current price. This report is recommended for depots that are using preset inventory levels and that can replenish stock quickly without too much advanced planning.

How to Run the Report

You can find the on order report in the menu under reporting> order reports.

This will bring you to a page where you can select options for the report.

Additional inventory locations: Use this dropdown to select any additional locations that you would like to count in your total quantity available, The quantity available in the report will be summed across your location and any additional locations chosen.
Expired stock: Use this dropdown to select whether you want expired and expiring stock to be subtracted from the quantity available in the report. The default is that expired stock will be subtracted, but that can be changed to include expired stock, or to subtract any stock expiring within a given number of days
Show products filter: This filter dictates which products are shown in the report. The default options is to show all products, even if they do not need to be reordered. The user can also choose to show only products below the set maximum level, products below the set reorder level, or products below the set minimum level
Category: This dropdown allows the user to show only products in a particular category
Tag: This filter allows the user to only show products with a particular tag

Once you have set you options, click "load table." This will download a CSV version of the report:

Detailed Field Description:

Status: Inventory status based on the set min, max, and reorder qtys. Only items below the reorder or min qty are shown in the report.
Product code
Product name
Category
Tags: A list of the tags associated with the product
Unit of measure: The unit of measure for the product
Min Quantity: The minimum quantity set for this product by your administrator (on the inventory level screen)
Reorder Quantity: The reorder quantity set for this product by your administrator (on the inventory level screen)
Max Quantity: The maximum quantity set for this product by your administrator (on the inventory level screen)
Average Monthly Demand: The average demand per month for this product, calculated based on the last 6 months
Quantity Available: The quantity available in inventory right now in your location and any additional locations you selected
Quantity Expired: The amount subtracted due to expiry, according to the parameters you selected for the report
Final Quantity Available: Quantity Available - Quantity Expired
Quantity to Order: The amount to order to replenish up to the set maximum quantity (Max Quantity - Final Quantity Available). If the user hasn't set a maximum quantity, it will say "No Max qty set - review based on monthly demand."
Unit Cost: The unit cost on the product
Expected Reorder Cost: Quantity to order * unit cost