Reporting Explained: ReOrder

Reporting Explained: ReOrder


 The Reorder Report identifies items that are at or below their assigned reorder point and calculates the quantity needed to reach the defined par level.

Use this report to:

  • Identify items that need to be reordered
  • Maintain optimal inventory levels
  • Prevent stockouts and over-ordering

Standard Reports > F&B > Movement 
                  OR 
Standard Reports > Retail > Movement


The report evaluates each item’s on-hand quantity against its par level.

  • If an item is at or below its par level it appears on the report
  • The report calculates how much to order to return the item to par
  • Par levels must be configured for accurate results

Available report versions:

  • Reorder
  • Reorder from Warehouse
  • Reorder with Sales (Retail only)


Generate the Report

  1. Go to Reports > Standard Reports
  2. Select Retail or F&B > Movement
  3. Select the desired report version
  4. Apply filters as needed
  5. Click Generate  
Filters
  • Show All Items with Reorder Point Set – Includes all items with a reorder point
  • Show Only if Less Than Reorder Point – Limits results to items below reorder point
  • Stores – All stores (default)
  • Levels – All levels (default)
  • Vendors – All vendors (default)
  • Evergreen – All items (default)
  • Dimension 1 – Typically size
  • Date/Time – Available only for Reorder with Sales


    • Column NameDescription
    Total On HandCurrent on-hand quantity for the item at the selected store
    Reorder AmountQuantity needed to bring the item up to par level
    Par LevelTarget quantity to maintain on hand
    Total On OrderQuantity currently on order but not yet received
    Reorder CostEstimated cost to reorder items up to par