DBD: Inventory - General Reorder Settings
This guide walks you through the configuration and reporting process for the General Inventory Reorder function. This utility helps you track baseline stock thresholds across warehouse locations and identify when to place replenishment purchase orders or initiate internal stock transfers.
Primary Function: Generates automated reorder alerts and purchase requirements based on predefined warehouse-level stock minimums.
Step 1: Establishing Reorder Points per Item
To activate automated tracking for an inventory item, you must establish its core reorder baseline parameters within the item's location ledger.
Path: Inventory Control > Setup > Inventory > [Enter Item Code] > Inventory Availability
For every stock item you want the system to monitor, navigate to the Inventory Availability panel and configure the following fields:
- Location Code: Enter or look up the specific warehouse location code being configured.
- Reorder Point: Enter the minimum stock threshold quantity.
- Note: This number must be based entirely on your Inventory Unit of Measure (e.g., if you stock by the case, enter the case count threshold).
- Reorder Quantity (Optional): Enter the standard economic order quantity (EOQ) to produce or purchase whenever a replenishment cycle is triggered.
Step 2: Generating the Inventory Reorder Report
Once your item thresholds are set, run the operational report to evaluate current warehouse assets against your reorder limits. This report highlights what needs to be ordered via a new Purchase Order or moved internally between facilities.
Path: Inventory Control > Reports > Inventory Reorder
Configure your report criteria using the following parameter fields:
- Option Field: Enter specific system codes to change the behavior of the report engine:
D= Omit DimensionsI= Omit Inactive Items
- Customer Code: Click the Green Arrow to the right of the Customer Code field to explicitly filter and limit this report to General Inventory Items.
- Only Print Items Below Reorder Point:
- Checked: The report will exclusively isolate and print items whose current balances have dropped below their established Inventory Availability thresholds.
- Unchecked: The report will print all items within your selected report range, regardless of stock levels.
- Print Supplier Information: Check this box to include the item's primary Vendor Information directly on the report output for easier procurement.
- Print Usage Information: Check this box to print trailing inventory usage statistics alongside the items.
- Omit Cost From the Report: Check this box to suppress and hide cost history figures from the generated document.