What this screen is for
Items that have run out, or have fallen to a reorder level you set, with the shortfall spelled out. Each row gives the current stock, the level that triggered the alert, the quantity you normally reorder and the deficit between them.
When to use it
Work it before placing purchase orders — it is the shopping list. The reorder level and reorder quantity can both be set from this screen, which is worth doing for anything that has ever surprised you by running out: an item with no level set will never appear here, however low it goes.
What you see on this screen
A banner at the top counts the items that are out of stock and the items that have reached their reorder level, and says how many rows are being shown. Where no reorder levels have been set at all, it says so — the list would otherwise look reassuringly short for the wrong reason.
The table:
- Product — the item.
- SKU — its code.
- Unit — what the quantities are counted in. Without it, a figure of 3 could be three boxes or three thousand tablets.
- Current Stock — what is left.
- Reorder Level — the level that triggers the alert, or Not set. An item reading Not set is being listed because it is empty, not because it crossed a threshold.
- Reorder Qty — how many you normally order at a time.
- Deficit — the gap between the reorder level and current stock, in red. This is what to order, and it is a dash where no level is set.
- Actions — set or change the reorder level for that item, where you have permission to edit.
Filters and actions
A search box matches item name or SKU, with a clear button.
The row action opens a small form for the reorder level and the quantity to order, which is the fastest way to turn an item that surprised you into one that will warn you next time.
Status values
Rows arrive here for one of two reasons. Out of stock means the balance is zero, and such items are listed whether or not a level was set. Reached reorder level means stock has fallen to or below a level you set, which is the earlier and more useful warning of the two.
Related
- Stock
- Inventory Valuation
- Items