Was this article helpful?
Inventory Reorder Report
This selection generates a report of items in your inventory that need to be reordered, based on the information in the reorder minimum and maximum fields of the item record. Only items with specified minimum and maximum reorder quantities will be evaluated. For each of these items, if the current quantity is less than or equal to the minimum quantity, that item will be included in the report. Additionally, if an item's quantity falls within the defined percentage of the reorder value, it will also be reported.
Getting there
Follow the path below for your product.
-
Elite: Right Menu > Reports icon > Search "Inventory Reorder Report"
-
Expert: Program Menu > #15 Inventory Reports > Inventory Reorder Reports
How does it work?
The quantity to be ordered will be calculated as the difference between the maximum quantity and the current quantity on hand. If a case quantity is specified for the item, the reorder amount will be rounded to the nearest case quantity.
| ℹ️ Available on versions 2025.16 and above. Any quantities on open transfers will be displayed and used to adjust the suggested order quantity. |
An estimated order cost will be provided for each distributor. You will first see the following screen:
| Category | With this button, you can select a specific item category for the report. |
| The vendor begins with | This option allows you to select a single vendor for the report based on the first few characters of the vendor’s name. |
| Use Dynamic Reorder Value | This option allows you to select items that need to be reordered based on the quantity sold during the chosen time period in the previous year. Without this check, it will use the minimum and maximum reorder points specified in the item record. |
| Show items within x% of reorder point | This option allows you to select the percentage approaching the reorder point. |
| Show items with 0 minimum reorder | This option allows items with no minimum reorder value to be included in the report. This is typically only used for Dynamic Reordering. |
| Include | With these checkboxes, you can select the types of items to be displayed in the report. |
| Show multiple vendors per item | If you have more than one vendor entered for an item, then the second vendor will be displayed under the item on the report. With this unchecked, only the first vendor is displayed. |
| Sort | The report will be sorted alphabetically by Distributor name, and for each Distributor, the items can be sorted by part number, item name, item number, or item key. |
| Printer | Select the desired store to report. |
| Select Printer | This button defines the printer for the report. |
The report will look like the following sample report: