Reordering and replenishment

Reorder policies

Where

Stock → Tracking & Analytics → Reorder Policy

Plan

Professional and above

Permission

Inventory → Planning

Reorder levels are not on the product

People look for the reorder point on the product record. It is not there. It lives on a separate reorder policy, one per item per branch.

Set things up only on the product page and replenishment will never trigger for it.

How to set a reorder point

1. Go to Stock → Tracking & Analytics → Reorder Policy and click New policy.
2. Pick the Product, the Variant and the Location. These three identify the policy and are locked once saved.
3. Fill in the numbers you want: Minimum stock, Maximum stock, Reorder point, Reorder quantity, Safety stock and Lead time (days).
4. Set the Effective date.
5. Click Save.

The Auto reorder switch may be greyed out

It cannot be turned on until the business-wide auto-reorder setting is on. A switch you cannot move is a setting problem, not a fault.

A policy holds minimum and maximum stock, the reorder point, the reorder quantity, safety stock, the supplier lead time in days, an effective date, and an auto-reorder switch. Only the item and the branch are actually required — everything else is optional.

Leave the reorder point blank and the planner works one out for you each run, from forecast demand over the lead time plus safety stock.

A blank reorder point silently disables low-stock alerts

There is a separate alert that fires within minutes when stock crosses the reorder point. It reads the stored number, not the calculated one — so an item relying on the calculated figure never triggers an alert, even though replenishment itself still works for it.

If you want alerts, type a reorder point in.

The per-policy auto-reorder switch also does nothing unless the business-wide auto-reorder setting is on. When it is off the switch is greyed out.

The replenishment workbench

Where

Stock → Tracking & Analytics → Replenishment

Plan

Professional and above

Permission

Inventory → Planning

How to work out what to buy

1. Go to Stock → Tracking & Analytics → Replenishment.
2. Click Run replenishment. The dialog tells you the scope — the whole company, or just the branch selected in the top bar.
3. Leave Service level at 95% unless you have a reason to change it.
4. Set Order every (days) to how often you actually place orders. The default is 7.
5. Click Save. You will be told how many suggestions came from how many policies.
6. Work down the list. Click any row for Explain, which shows the exact arithmetic — stock position, forecast demand, lead time, safety stock and the rounding.
7. Change the Order qty, Unit cost or Supplier if you need to, then click Accept. Use Dismiss for ones you do not want.
8. When you have accepted everything you want, click Convert accepted to POs or Convert accepted to requisitions and confirm.

Lines with no supplier are silently skipped

A suggestion showing the No supplier badge cannot become a purchase order. The conversion does not warn you — it just reports fewer documents than you expected, with a count of skipped lines.

Either set a supplier on the line before converting, or convert those to requisitions instead.

Run evaluates your policies and raises a suggestion wherever the stock position — what you have, less what is reserved, plus what is already on order — has fallen to the reorder point. It suggests bringing you back up to your maximum, rounded to the supplier’s order multiple and minimum.

Each suggestion keeps a snapshot of the figures behind it, so Explain shows the exact arithmetic that produced it rather than recalculating.

You can accept, dismiss, or change the quantity or supplier, then Convert to PO or Convert to Requisition. Suggestions are grouped into one document per supplier per branch.

Converting always produces a draft

Nothing is ordered, submitted or approved. A buyer still has to process the draft.

A line with no supplier cannot become a purchase order — only a requisition. Try to convert it anyway and it is quietly skipped.

A run happens automatically each night for policies with auto-reorder on. By default that only writes suggestions for you to review. A business can opt into having drafts created automatically, and even then they are still drafts.

Replenishment is online only — Run and Convert do not work without a connection.

Demand Forecast, ABC Classification and Stock Aging

These three screens are read-only and, as shipped, you cannot make them show anything from inside the app.

Screen	What is actually behind it
Demand Forecast	A real forecasting engine with several methods and automatic model selection. Its accuracy scoring runs nightly, but nothing in the app ever asks it to produce a forecast, so the screen stays empty.
ABC Classification	No calculation at all. Nothing works out your A, B and C items or writes a row. Whatever appeared would be a figure somebody sent in by hand.
Stock Aging	No calculation at all. Nothing measures how long stock has been sitting.

These are not the automatic analytics they look like

Do not rely on ABC Classification or Stock Aging to tell you anything — nothing populates them.

For a genuine best-sellers analysis there is a working ABC Pareto report under Reports, computed from real sales. It is a different feature that happens to share the name.

Replenishment does not depend on any of these three. It forecasts from your actual movement history each time it runs, so it works whether or not these screens are empty.

Related

• Tracking stock movements
• Batches, serials and warranties