How to generate a re-order report

You can tailor your reorder report by combining different search filters:

All products that need reordering:
Go to the “Status” dropdown, select “Reorder”, and click “Search” at the bottom.
Specific items or item groups:
Search using the dropdowns under “Item” or “Item Group”, then click “Search” at the bottom.
Available stock on a specific date:
Enter a date in the “Date to” field and click “Search.”
Reorders for a specific location:
Select a location in the “Location” dropdown and click “Search.”
Reorders linked to a specific supplier:
Enter a supplier in the “Supplier” field and click “Search.”

💡 To view all items, simply leave all fields blank and click “Search.”

When the report is generated, the following columns will be relevant:

Min. Stock: The minimum stock level required before a reorder is suggested (can be set on the item).
Current Stock: The current total stock—not what’s “available,” but total on hand.
Expected Stock: Stock level including confirmed purchase orders and sales orders.
Difference: The difference between “Expected Stock” and “Min. Stock,” indicating how close you are to the minimum threshold.

Once your reorder report is generated, you can place orders directly from it.

Click “Reorder” next to the relevant item to create a new purchase order.

In the Supplier field, you can:

Prices are sorted from lowest to highest and—if relevant—displayed in the supplier’s local currency.

Note! “Show only suppliers that have the product” to only display suppliers where the “Has Item” field is active:

The purpose of the re-order report is to give you an overview of which products to order, based on a defined minimum stock, as well as based on the orders and re-orders that are already made regarding the products in question.