Reorder supplies

Reorder tells you what to buy and by when, so you never run out while a delivery is on its way. This page shows how to read it and turn it into purchase orders (POs).

How Reorder decides

For each item you buy, Reorder looks at:

• how much you used in the last 90 days,
• what open orders and planned makes still need (the screens use your shop's own word for making),
• what you have on hand and on order,
• how long the supplier really takes to deliver, from your past POs.

From this it works out the day the item runs out. The Order by date is that day, less the delivery time, less your safety margin. The amount it suggests lasts for the delivery time, the safety margin and the Order enough for days in Purchasing settings, rounded up to whole packs.

An item needs a supplier linked to it to be planned (see Purchasing). A new supplier's delivery time is the one you typed until they have 3 orders.

1. See what to order

1. Open Purchasing › Reorder. The menu shows a number when something should be ordered today.
2. The line at the top says how many suppliers to order from today, how many more this week, and how many POs are on the way.
3. Pick a tab: Today, This week or Coming up.

Each supplier has a card. For each item you see On hand, Uses / day, when it Runs out, Order by (red when late) and how much to Order. Under it, Also due within 2 weeks lists more of that supplier's items, so you can add them and share the shipping. The bar shows how close you are to their minimum order.

2. Start the PO

1. On a supplier's card, tick the items to include. Items due now are ticked for you.
2. If you have more than one ship-to address, press change to pick where it ships.
3. Press Start PO. It says how many items.

The New PO page opens with the supplier picked and the items on it.

3. Check and place it

1. Under What from them?, change any amounts. They go up in whole packs.
2. Check where it ships, when it should land, and the total.
3. Under Place it, press I've ordered it (after ordering on their website) or Email the PO. Or Save as a draft to finish later.

The items now count as on order, so Reorder stops asking for them. To follow and receive the delivery, see Receive a purchase order.

Items Reorder can't plan

At the bottom, a line says how many items can't be planned yet (no use yet, or no supplier). Press see them for the reason and a link to fix each one. Items you don't want on Reorder can be stopped from the item's Reordering card with Stop tracking it on Reorder.

Fine-tune it

• Purchasing settings › Plan delivery time on: Usual delivery, or Slowest delivery for more stock and fewer surprises.
• Safety margin: extra days, set in Inventory settings. An item can have its own on its page.
• Order enough for: how many days an order should last after it lands.
• Morning email: each person who makes POs can turn on Order today (each morning) in My account, so the list comes by email on days something is due.