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Set Inventory Reorder Levels

After you have set your replenishment policy, you set the inventory levels at which you want materials to be reordered. Reorder levels are set for each stock location.

To set inventory reorder levels, complete the following tasks:

  1. Go to Materials > Stock Locations.

 The Stock Locations screen opens.

  1. Click the Show All Stock Locations link or use the search fields to focus your search.

  2. Click the stock location for which you want to set inventory reorder levels.

The Stock Location Details screen opens.

  1. Click the Display Inventory button.

The Location Inventory screen opens. Show me

  1. For each item listed in the Products table, enter values in the following columns to control when a new order should be placed: 

    Reorder Point—When the amount of this product that you have in stock drops to this number or below, it is time to reorder. For example, if you enter 5 in this field for a fuse that you stock, when you have 5 or fewer fuses left in stock, it is time to create a new purchase order for fuses. Line items for products that need to be ordered appear in red and automatically appear in the Replenishment List.

    Reorder Qty—This is the default quantity by which the product can be reordered, as set by the supplier. For example, your supplier might only sell fuses in boxes of 50. You would order in multiples of 50 to reach or exceed your desired inventory level.

    Max Qty—This is the quantity you want to achieve by reordering. Product is ordered in multiples of the Reorder Qty until Max Qty is reached or exceeded.

  2. Click OK.