Reorder Report

Report Module Guide: Reorder Report

Module Location

Inventory > Reports > Reorder Quantity

Module Objective

The Reorder Report module is used to generate a list of items whose stock has reached or fallen below the reorder point. This report automatically compares the actual stock with the Minimum Stock that has been set up, and recommends which items need to be repurchased immediately to prevent stockouts.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Warehouse Location:

  • Filter the report for a specific warehouse location or select [All].

• Item/Service Category Type:

  • Select the item category you wish to analyze, for example, RAW MATERIAL.

• Item Status:

  • Select the item status, generally Active.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the parameters you need, especially the Warehouse Location and Category Type.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• [Display Report]: To preview the report directly on your screen.

• [Export to MS Excel]: To download the report data in an Excel file format.

3. Reading the Report (Report Content)

The generated report is a list of items along with their recommended reorder quantity.

This report displays important details such as:

• Item/Service Code and Item/Service Name.

• Warehouse: The location where the item's stock is located.

• Reorder Quantity: The recommended quantity to be ordered. If the number in this column is greater than zero, it means the item's stock is already below the minimum level.

Tips & Important Notes

• This report is the automatic result of the settings you created in the Minimum Stock Setup module.

• Use this report as a daily or weekly basis for the Purchasing team to create new Purchase Orders (POs).

• This is a crucial proactive tool for ensuring a smooth supply chain and preventing production stoppages due to material shortages.