# Reorder Point Summary

Items at or below their reorder point, with how much to order to reach maximum stock. Rows are color-coded by purchase-order coverage — red when nothing is on order, light blue when only partly covered. Select rows to raise a purchase order or purchase invoice directly from the report.

On this page

Overview Use Cases Filters Columns Row colors Actions FAQ

Overview

Go to Inventory → Inventory Reports → Reorder Point Summary. Report title in ERP: Reorder Point Report

What it shows. Items whose current stock has reached the reorder point, with the reorder point, current stock, how much they are short by, maximum stock capacity, minimum order quantity, quantity already on order and the suggested quantity to order. Select one or more rows to create a purchase order or purchase invoice for the suggested quantities. Click an item to open its enquiry.

When to use it. Use for replenishment planning — to find what needs reordering and to raise the purchase documents in one step.

Reorder Point Report list view

Use Cases

Purchase officer — Which items need reordering and how much should I order? Review To Order and select rows to raise a PO.
Store keeper — Which items have fallen below their reorder point? Run the report and read Qty Less By.
Planner — Is there already an order covering a short item? Check the Ordered Qty column.
Buyer — Who is the supplier for items to reorder? Filter by supplier before generating.

Filters

Advanced Filter: Item, Item Type, Variant, Brand, Item Group, Status (Item Status-All, Suspended, Active), Supplier, Center.

Columns

| **Column** | **Description** | |------------|-----------------| | (select) | Checkbox to select the row for creating a purchase order or invoice. | | Item Code | Item code. Click to open the item enquiry. | | Item | Item name. Click to open the item enquiry. | | Item Group | Item group. | | Brand | Item brand. | | Unit | Inventory keeping unit. | | Reorder Point | The stock level that triggers reordering. | | Current Stock | Quantity currently on hand. | | Qty Less By | How far current stock is below the reorder point. | | Max Stock Capacity | Maximum stock the item should hold. | | Qty for max capacity | Quantity needed to reach maximum stock. | | Min Order Qty | Minimum order quantity for the item. | | Ordered Qty | Quantity already on open purchase orders. | | To Order | Suggested quantity to order. |

Row colors

Each row is highlighted based on how much of the replenishment need is already covered by approved purchase orders (Ordered Qty) versus how much is still suggested in To Order.

| **Colour** | **When it appears** | **What it means** | |------------|---------------------|-------------------| | Red | Ordered Qty is zero | No open purchase order covers this item yet — reorder action is needed. | | Light blue | Ordered Qty > 0 and To Order > 0 | A purchase order exists but does not fully cover the quantity needed to reach maximum stock — review or raise additional quantity. | | No highlight | Ordered Qty > 0 and To Order is zero or less | Open purchase orders already cover the suggested replenishment for this item. |

How to read it. Scan red rows first for items with no PO in the pipeline. Light-blue rows already have an order but may still need a top-up. Rows with no colour are waiting on existing purchase orders.

Actions

Generate — run the report for the selected filters
Create Purchase Order — raise a purchase order for the selected items (appears when rows are selected)
Create Purchase Invoice — raise a purchase invoice for the selected items (appears when rows are selected)
Export — export the report to Excel
Print — print the report
Advanced Filter — open additional filter fields
clear — reset active advanced filters

FAQ

How is the suggested order quantity decided?
The report suggests the quantity needed to bring an item up to its maximum stock capacity, taking into account stock already on order.

Can I raise a purchase order straight from here?
Yes. Tick the items you want and choose Create Purchase Order or Create Purchase Invoice; the selected items and quantities are carried over.

What do the row colors mean?
Red — Ordered Qty is zero (nothing on open purchase orders). Light blue — Ordered Qty > 0 but To Order is still positive (partly covered). No highlight — open POs already cover the suggested quantity. See Row colors.

Where are reorder point and maximum stock set?
They come from the item's settings. Update them on the Item record.

Why is my report empty?
No items are at or below reorder point, or reorder points are not configured on items.

Does on-order quantity include draft purchase orders?
The report reflects quantities already on open purchase orders per system rules — verify PO status filters if totals look unexpected.

Can I export the suggested order list?
Yes. Generate the report and use export before creating purchase documents from selected rows.