Set reorder rules and run replenishment

Give each product a minimum and maximum level per location, then turn a replenishment run into purchase orders for the right suppliers.

InventoryFor Inventory manager · Buyer5 steps

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Before you start

1
Set the levels
Give the product a minimum and a maximum quantity for the location. The maximum must be greater than the minimum, and the gap between them is what each suggestion aims to refill.
2
Name a preferred supplier
The preferred supplier decides how suggestions are grouped when they become orders, so a run produces one order per supplier rather than one per product.
3
Run replenishment
A run compares the quantity available and the quantity already on order against each rule, and suggests what to buy for the products that fall short.
4
Review before ordering
Adjust suggested quantities against what you know that the rule does not — a promotion, a seasonal change, a supplier minimum. The run records the figures it saw when it ran.
5
Raise the purchase orders
Accepted suggestions become purchase orders grouped by supplier and linked back to the run, so you can see later why a quantity was ordered.

Stock already on order is counted, so an open purchase order stops the same shortfall being ordered twice.
A run is a snapshot. If stock moved materially while you were reviewing, run it again rather than ordering against stale figures.