Reorder recommendations

The reorder screen tells you what is running out, how many to buy and why, and lets you turn a recommendation into a requisition. Open it from Inventory → Reorder, or Reorder on the part catalogue.

If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules, or it may not be included in your plan. Reordering is a separate switch from Inventory, and seeing it needs the View stock permission.

The screen has two views, switched in the header: Recommendations (what to buy now) and Policy (the rules recommendations are computed from). A number beside Policy counts stocked parts with no policy at all.

Recommendations

Header item	What it means
recommendations	Open recommendations on the list
late	Recommendations whose required-by date has already passed
critical or high	Recommendations whose urgency is critical or high
Include actioned	Also show recommendations already turned into a request, marked as ordered elsewhere, or dismissed
Recompute	Asks for the recommendations to be worked out again now

The list follows the shelf: a part is recomputed the moment stock moves, and the storekeeper is emailed when one crosses below its point. Opening the screen also asks for a fresh calculation if anything has moved since the last one, and a nightly sweep covers the rest — what planned maintenance will consume and what history says a part runs at. Late recommendations sort first, then by required-by date.

Reading a card

Each card names the part and its number, the recommendation’s urgency, the store it is for, the quantity to buy, and the date it is required by (or was required by, when late). Why gives the argument in a sentence — for example “3 available against 6.49 expected over 90 days” or “6 available against a minimum of 4, refilling to 24” — followed by the evidence behind it:

Evidence	What it means
needed by scheduled maintenance	What upcoming maintenance plans will consume
expected from what history says it runs at	Corrective demand projected from the part’s own consumption
a rate of … a month	The measured consumption rate (see the part’s Demand tab)
from wear intervals	Replacements due from bill-of-materials wear intervals
expected in total	The sum the shelf is compared against
over the next … days	The forecast horizon from the policy
held as safety stock	The buffer counted as unavailable
reorder point	The level from the policy
computed	When this recommendation was worked out

Planned demand is the part people miss. A part with three on the shelf and a plan that consumes four next month is short now, even though nothing has gone below its reorder point. The reason travels with the recommendation, so somebody approving a purchase sees why rather than trusting a number.

Acting on a recommendation

Button	What it does
Create requisition	Opens a new requisition already filled in: the title “Reorder” and the part name, the part, the recommended quantity rounded up, the estimated unit cost, the store to deliver to, the required-by date, Stock hit its reorder point as where it came from, and the recommendation’s reasoning as the justification. Finishing it closes the recommendation and opens the new requisition. Needs Raise requisitions
Ordered elsewhere	Records that the order was placed outside the system — by phone, or a channel this product does not touch. It raises no requisition, and closes the recommendation
Not needed	Dismisses the recommendation with a reason (below)

Once actioned, a card shows what happened to it — Raised as with a link to the request, or Dismissed with the reason — and is visible under Include actioned. Not needed opens Not ordering (part name), with one box for the reason, such as “We have a substitute on the shelf”. The engine will suggest the part again the next time it runs; the reason is what tells the next person it was considered. Click Dismiss to confirm.

Before buying, check the part’s alternatives — a substitute may already be on the shelf — and whether another store has spare you could transfer.

Reorder policies

Policy lists every part with its Criticality, On hand, Reorder at, Safety stock and Lead time. Parts with no policy are listed first, with Set a policy; parts with one show Edit policy.

A policy is what the sweep compares stock against. Without one, a part is only ever bought because a maintenance plan forecast demand for it — which is luck rather than planning, and silent either way. A red banner names any part that is stocked and marked critical or high but has no policy: it “will never appear on this list”. Opening a part shows its policies — one per store, plus optionally one marked Wherever it is stocked that acts as the fallback everywhere else — each summarised in a line such as “min/max · minimum 4 · maximum 20 · 2 safety stock · 6 day lead time · planned work not counted”. A policy that is switched off says so. Add a policy opens the policy form; click a policy to edit it.

Only the levels the chosen Policy Type reads are shown.

Field	What it means	Notes
Store	The store this policy covers	Leave empty for a policy that applies wherever the part is stocked. A policy naming a store overrides it for that store
Policy Type	How the reorder is decided	Required; defaults to min max. Min/max refills to the maximum once stock reaches the minimum. Reorder point orders a fixed quantity when the point is reached. Forecast works from what planned work will consume. Manual and none mean nobody will be prompted at all
Minimum Quantity	The level a min/max policy refills from	Min/max only. Stock at or below it raises a recommendation
Maximum Quantity	The level a min/max policy refills up to	Min/max only. Cannot be below the minimum
Reorder Point	Stock at or below this raises a recommendation	Reorder point and forecast only. Set it to cover the lead time
Reorder Quantity	How many to order when the point is reached	Reorder point only. Leave empty to order enough to reach the point instead of a fixed batch
Safety Stock	The buffer held back for demand nobody forecast	Not for manual or none. Defaults to 0. Counted as unavailable, so it raises the effective reorder point
Include Maintenance Demand	Counts parts that scheduled work will consume	Not for manual or none. On by default, so a reorder happens before the plan empties the shelf
Forecast Horizon (days)	How far ahead planned demand is counted	Not for manual or none. Shorter than the lead time and the forecast cannot help you
Lead Time (days)	Overrides the part’s lead time for this store	Not for manual or none. Leave empty to use the part’s
Raise the requisition automatically	Raises and submits a requisition overnight instead of only suggesting	Not for manual or none. Off by default. When on, the approval process becomes the only thing between a forecast and an order
Raise it as	Who the overnight request is raised as	Needed only when the switch above is on. The request is checked against this person’s permissions, so a policy can never buy something they could not
Active	Whether the policy is used	Turning it off keeps it but stops it being compared

Adding a policy needs Add parts, stores and bills of materials; changing one needs Maintain the part master.

Keeping it honest

Recommendations are only as good as what is recorded. Parts issued against jobs build the consumption history; parts taken off a shelf without being issued do not, and the forecast drifts low. Issuing against the job is what keeps this screen worth reading.

Inside a part

Stock, movements, suppliers and the demand history behind every recommendation.

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Recommendations

Reading a card

Acting on a recommendation

Reorder policies

Keeping it honest

Inside a part