The purpose of the Reorder List report is to quickly see which of your items are below their reorder point and how many of each of those items you need to acquire via purchase order or transfer (if multi-store) to get them back to their desired inventory level.
To help you get the most from the Reorder List report, this article will cover the functions of its filters and the data it includes in each of its columns.
At the top of the Reorder List report, you can adjust the available filters to refine the report's search results. To adjust how many search results display on each page of the report, click # PER PAGE above the report's columns, enter the amount of results you'd like to display per page (the max is 100) and click OK.
Select which shop's inventory you want the reorder list report to display.
|Item Search field||
Enter an item's searchable detail to filter the report by a specific item:
|Show Category checkbox||Select to add a CATEGORY column to the report that displays the item's category.|
Show Brand checkbox
|Select to add a BRAND column to the report that displays the item's brand.|
|Select whether to show all items that need to be reordered or to filter them by their category.|
|Tag(s) field||Enter a tag or multiple tags. The report will only display items with these tags. To enter multiple tags, separate them by a comma (e.g. women, shirts).|
|Exclude Tags field||
Enter a tag or multiple tags. The report will not display items with these tags. To enter multiple tags, separate them by a comma (e.g. women, shirts).
Select whether to show all items that need to be reordered or to filter them by their brands.
|From Vendor drop-down||
Select whether to show all items that need to be reordered or to filter them by their default vendor.
Comparison Shop drop-down
|Select a shop other than your current shop to add a COMPARISON SHOP QOH column to the report on and compare one shop's QOH against another's.|
Once you've refined your search results, analyze the data in each column to decide how much of each item you need to order on your next purchase order or transfer. We recommend creating purchase orders or transfer to reorder items as both of these features allow you to add the items you see in the Reorder List report by clicking + Auto Add All. This saves you the time of having to manually add items and enter quantities yourself.
If you need to, you can also print or export the report. To do so, at the top-right of your search results:
- Click Print to print the current page of the search results you're viewing.
- Click Export to download the report's data as a CSV file.
|Item||The description of the item that needs to be reordered. Clicking the item's description also links you to the item's Details submenu.|
|Vendor #||The vendor ID for the item's default vendor.|
|Cost||The item's default cost.|
|Retail||The item's default price.|
How much you would need to reorder to get the item's stock back up to your desired inventory level.
|Reorder point||The reorder point you've set for the item.|
|Desired level||The desired inventory level you've set for the item.|
|QOH||The current quantity on hand of the item.|
The quantity of this item you currently have on purchase orders in the Open, Ordered, and/or Check-In statuses.
Note: Although the Needed quantity includes incoming quantities on transfer, the Backorders quantity does not.