Managing reorder rules

You can specify reorder rules for items that are stocked in storerooms. Then, when the specified criteria for the rules are met, an automated reorder process can create purchasing records for the items.

Before you begin

Reorder rules take effect after an administrator enables the automated reorder schedule in the Cron Task application and automated purchasing records in the Organizations application.

About this task

You can enable automated reordering on existing storeroom items or when you add items to a storeroom. This task describes adding reorder information to an existing storeroom item, but the task is similar in both cases.

Procedure

  1. On the Storerooms page, select the storeroom to open the item list for the storeroom.
  2. On an item row, select the Actions menu and then select Reorder rules.
  3. Set the Enable reordering switch to Yes to display the reorder fields and the Vendor table.
  4. Specify reorder information, including a primary vendor and the manufacturer for the vendor.
    You can view vendor and price data from past orders in the Vendor table. Listed vendors might not be primary vendors.
  5. Save your changes to enable reordering.