Reorder Report
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George Sutton
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Reorder Report Video Tutorial
The Reorder Report is one of the most powerful reports in Unleashed that enables you to replenish your stock directly from the report with the product's preferred procurement process; production (assemblies), purchasing from it's preferred Supplier or warehouse transfers. Making this report ideal for managing and maintaining your stock's upcoming movements and current inventory levels.
It provides an overview of every product allowing you to review current Stock On Hand (SOH) and availability in comparison to the advised minimum and maximum stock levels per product per warehouse. The Reorder Report will calculate a Suggested Replenishment quantity based on the current stock holdings and enables you to create Purchase Orders, Assemblies and Warehouse Transfers quickly and efficiently directly from the report.
The Available quantity displayed in the Reorder Report is calculated as the current SOH minus the product's allocated Sales Orders, Assemblies and Warehouse Transfer transactions. Whilst each product's minimum (min) and maximum (max) stock levels, are set within each product's Inventory tab.
Using the Reorder Report
You can access the Reorder Report from the main menu, by selecting Reports, Purchases and Reorder Report.
By default, the Reorder report is filtered to Stock Level: Under Min and Order Warehouse: All, which means that when the report is run any product that has a stock availability quantity less than it's minimum stock level will be listed in the grid and a Suggested Replenishment quantity will be calculated. This is otherwise known as a Low stock alert.
Review your stock availability with the Reorder Report
Assess your inventory's planned incoming and outgoing stock movements against it's current on hand quantities and review if there are any products with a high or low stock alert. This allows you to keep your current stock on hand within your own parameters and ensure a smooth supply chain process.
Stock Alert Levels
- Low Alert: If a product's Available quantity plus its On Purchase quantity is below it's minimum (min) stock level, it will show as Low in the Alert column and will populate when Under Min is selected in the Stock Level filter.
- High Alert: If a product's Available quantity plus its On Purchase quantity is above it's maximum (max) stock level, it will show as High in the Alert column and will populate then Over Max is selected in the Stock Level filter.
- No Alert: The Alert column will show as a blank field if the product's Available quantity plus its On Purchase quantity is above it's min stock level and below it's max stock level. Products with no alert level will show in the Reorder Report when the Stock Level is filtered for All.
If no minimum or maximum levels are set in the product's Inventory tab they will default to zero.
Suggested Replenishments
Alongside the stock alert levels, the Reorder Report will also calculate a suggested replenishment quantity, to advise who much stock you will need to order, assemble or transfer in to fulfill your planned outgoing transactions, given the current stock availability. This enables you to review your stock on hand alongside it's pending movements and ensure any existing and open purchases or assemblies are not being over-replenished or duplicated, whilst keeping aligned with your product's min and max stock levels.
The suggested replenishment is calculated as the product's warehouse's max stock level minus its current availability (stock on hand plus outgoing allocations e.g. Sales Orders, component Assemblies or outgoing warehouse transfers) plus Placed Purchase Orders and Parked Assemblies.
If no minimum or maximum levels are set, the suggested replenishment will be calculated to bring your stock availability to zero, based on the current transactions planned.
Replenish stock with the Reorder Report
To replenish your stock from the Reorder Report directly, you can:
- Select an Order Warehouse from the dropdown filter and click the Reorder button in the top right of the report's page to create a Parked Purchase Order for all Low alert products.
- Select an Order Warehouse from the dropdown filter and run the report. Then use the checkboxes available to select products at the line level and hover over the Action Cog to select either:
- Create Assemblies
- Create Purchases
- Create Transfers
Transactions created from the Reorder Report will be created in a Parked status and will initially populate with quantities that would bring your product's availability in line with it's maximum stock level, but they can be edited to add or remove products or quantities, where necessary.
Functional descriptions
Header button descriptions
At the top of the Reorder Report, there are four buttons available:
-
Model Min/Max: Opens the AIM module to allow you to Use AIM modelling to optimize your stock levels
- Export: Click the export button to export the report to PDF, CSV, or XLSX file formats.
- Reorder: When you select the Reorder button, Unleashed creates a purchase order for those items with low quantities in the current page of the report.
- Run: Executes your reorder report based on the filters you have selected.
Filter field descriptions
You can use all filter fields to refine the report and display specific sets of products. The filter options available are:
- Product Code: Filter by a specific product by code
- Product Description: Filter by a product description.
- Product Type: A drop down menu to select either Component, Assembled or All product types.
- Supplier Code: Filter by a particular supplier's code to show products with this Supplier as a the preference.
- Supplier Name: Filter by a supplier's name.
- Product Group: Use the multi-select dropdown to filter by Product Group and Product Sub Group.
-
Order Warehouse: Filter by a specific Warehouse
NOTE: Order Warehouse only appears if the Per Warehouse Controls is enabled. -
Stock Level:
- Under Min (understocked): where Available plus On Purchase is less than Min Stock OR Available plus On Purchase is less than 0 where no min stock level is set.
- Under Max: includes products where Available plus On Purchase is between min and max stock levels
- Over Max (overstocked): where Available plus On Purchase is greater than max stock level.
- All: All products are listed, regardless of stock level.
- Sellable: Select the required option to see stock for Sellable, Non-Sellable or All products.
Grid column descriptions
The default grid layout for the Reorder Report includes the following column headers, which will populate each product's details:
- Action Cog: Available bulk options include Select All, Select None, Create Assemblies, Create Purchases, Create Transfers.
- Code: Displays the product's code.
- Description: Displays the product's description.
- Pref Supplier: Display's the product's default Supplier's name, as allocated in the product's Purchase tab. If the product can be assembled, a three block pyramid icon will show too.
- Order Warehouse: The warehouse where the on hand quantity is and open transactions are allocated.
- Min Stock: Minimum stock alert value recorded in the product's Inventory tab.
- Max Stock: Maximum stock alert value recorded in the product's Inventory tab.
- On Hand: Actual quantity of stock on hand before taking into account internal stock movements such as transfers and production processes (assemblies). Click the value to open the Stock on Hand Enquiry.
- On Order: The quantity of this product allocated to parked and placed sales orders (using the "Allocate" button on a Sales Order or if "Auto Allocation" is enabled in your Company Settings). Click the value to open the Product Allocations report.
- In Assembly: The quantity of stock allocated as a component to Parked assemblies (being used in the production process). Click the value to open the Product Allocations report.
- On Assembly: The quantity of stock due to be assembled on parked assemblies (being used in the production process). Click the value to open the View Assemblies page.
- Outgoing Transfers: The quantity of stock on parked warehouse transfers, where the Order warehouse is the Source warehouse. Click the value to open the Product Allocations report.
- On Purchase: The quantity of stock on Placed purchase orders
- Next Delivery: Displays the soonest Delivery Date for that product on a Placed Purchase Order.
- Available: Stock availability is calculated as Stock on Hand - On Order - In Assembly - Outgoing Transfer.
- Suggested Replenishment: The quantity required to replenish stock to the maximum stock level (once you have fallen below the minimum).
- Alert: Displays either Low, High or blank, based on the stock available and pending transactions.
Hidden columns
The following column headers are also available to include on your Reorder Report and can be found in Show Toolbar, Hidden Columns:
- Incoming Transfers: The number of that product on parked warehouse transfers where the order warehouse is the destination warehouse.
- Pref Purchase Unit: Displays the preferred purchasing unit for the product, based on the Supplier's preference.
- Product Group: Displays the product group for that product.
- Product Sub Group: Displays the product sub group for that product.
- Sellable: Displays a tick if the product can be added to sales quotes and sales orders.
-
Stock Turns: Stock turns are calculated as the cost of goods sold (COGS) divided by average inventory.
NOTE: Stock Turns are calculated at a product level, so will only display when the Order Warehouse filter is selected as Global.
Calculation of average inventory: ((Previous Year On Hand Quantity * Previous Year Average Cost) + (Current Year On Hand Quantity * Current Year Average Cost)) / 2 - Suggested Purchase Quantity: Displays the suggested replenishment quantity in line with the preferred purchasing unit.
- Supplier Code: The preferred Supplier's code
- Supplier Product Code: The code used by the Supplier as their reference for your product.
Using the custom grid
Depending on the information you need, you can enter the relevant criteria and then click on "Run".
You can also export the report to different formats such as PDF, CSV, and XLSX using the "Export" button.
Using the toolbar above the grid, you can manipulate the information in the grid as follows:
Group your report:
- Group By Column(s):
To group by a specific column, drag and drop it into the toolbar above the grid. As soon as you drop a column into the grid, the report will group everything based on that column. You can group as many columns as you like and expand all or collapse all the groups under the More menu.
Create multiple views of the same information:
- Create Multiple Views:
Once you have customised the report the way you want to view the information, click on "New" on the toolbar and provide a name for the new grid view. You can create as many views as you like and also choose a default that will be displayed each time you open the report.
Choose the columns you want to see:
- Customize Columns Shown:
Using the Hidden Columns button you can choose the columns you want to see on the grid and drag and drop them into position. To add a hidden column to the grid, drag and drop from the hidden columns box to the report in the desired position. To remove a column from the grid, drag it back to the hidden column list box.