This guide shows you how to set a reorder rule — the level at which a product at a warehouse should be topped up, and how much to bring it back to — so replenishment is triggered before you run out.
Before you start
- The product and the warehouse must already exist. You set one rule per product and warehouse combination.
- Your role needs permission to manage replenishment.
Steps
- Go to the Supply Chain replenishment area and start a new reorder rule.
- Set the data scope (required) — the organisation, entity, branch, department or position the rule belongs to; picking a level below organisation makes its parent fields required.
- Choose the Product (required) and the Warehouse (required) the rule applies to.
- Enter the Reorder point (required, zero or more) — the on-hand level at which replenishment should be triggered.
- Enter the Order up to level (required) — the target level to bring stock back to. This must be equal to or greater than the reorder point.
[screenshot: the reorder rule form with reorder point and order-up-to]
- Optionally set a Reorder quantity (zero or more) — a fixed amount to order instead of topping up to the order-up-to level.
- Optionally choose a Preferred supplier to source the replenishment from.
- Optionally set Active on or off (a new rule is active by default), and add Notes (up to 2,000 characters).
- Save the rule.
[screenshot: the list of reorder rules with their points]
Result
The rule is saved for that product and warehouse. When on-hand stock falls to or below the reorder point, the product is flagged for replenishment up to the order-up-to level (or by the fixed reorder quantity if you set one), sourced from the preferred supplier where you named one. Turn a rule off with Active when you want to pause it without deleting it.