A Reorder Suggestion is an automatic alert from the system telling you that a product in one of your warehouses is running low and needs to be restocked.
Note: This feature is currently being beta tested. Check future release notes to see once added to general release.
What the Reorder Suggestion tells you
SKU
Product (Name)
Client
Supplier
Warehouse
Current Stock
This is how much stock OnHand you had when the suggestion was created
On Order Stock
This is the quantity of stock already on inbound PO's/ ASN's
The Reorder Point
The stock threshold which triggers the suggestion
Suggested Quantity
How many units the system recommends ordering
Days to Stockout
The estimated number of days before stock reaches zero
Risk
This is the Stockout risk, either high, medium or low
Status
Status of the Reorder Suggestion. The options are: Pending, Acknowledged, Ordered or Dismissed
Generated
The date the reorder suggestion was created
Processing a Reorder Suggestion
Plan Purchase Order
This can be used to process multiple suggestions at once.
Navigate to Stock Forecasting, then Reorder Suggestions.
Select the suggestion(s) you want to process.
Click Plan Purchase Orders, this opens a popup showing draft PO's grouped by supplier. In this popup you can:
Change the Supplier, for any item (if the product has multiple suppliers)
Adjust quantities.
Remove items from the plan.
Click Create all Purchase Orders, and the system creates one PO per supplier, adds each item as a line and automatically marks each suggestion as Ordered.
Note: When selecting more than one suggestion those selected must belong to the same client and each must have at least one supplier linked.
Individual Actions
The available actions depend on the suggestion's current status.
If the status is Pending:
Acknowledge: This marks it as seen/ being worked on.
Dismiss: Opens a popup where you can enter a note explaining why, it then removes it from the active view.
If the status is Acknowledged:
Mark as Ordered: This opens a popup for notes, for examples reference number, then marks it as ordered. This can be used when placing an order outside the system.
Dismiss: This opens a popup for notes, for examples reference number, then marks it as ordered. This can be used when placing an order outside the system.
Any Status (Always Available)
View Forecast: Navigates to the product's forecast detail page.
Reorder: Navigates directly to the Create Purchase Order page, pre-populated with the product, client, warehouse and suggested quantity.
When do Reorder Suggestions get Created.
A Reorder Suggestion is created automatically during forecast generation whenever a product's effective stock (current stock + on order stock) drops to or below the reorder point.
When Reorder Suggestions get Removed.
If a subsequent forecast run finds the effective stock is now above the reorder point, for example new stock arrived, the suggestion is automatically removed/ deleted.