About Reorder Information

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If you add reorder information to Inventory Control, you can print reports that list understocked and overstocked items in your inventory. You can use these reports to help you decide when to reorder items.

You use the I/C Reorder Quantities screen to add reorder information for your inventory items.

If you stock an item at more than one location, you add reorder information for the item at each location.

Tip: If you use Inventory Control with Sage 300 Purchase Orders, you can use the Purchase Orders program to generate purchase orders automatically for items that you need to reorder.

Varying Reorder Information

You can keep different reorder information for different periods of the year.

You can specify quantities for as many periods as you want within the calendar year.

You can record the following reorder information for each period:

The minimum and maximum number of units you want in inventory.
The projected sales.
The number of units to order when the item's quantity falls either below the minimum, or below the projected sales.

You record all quantities in terms of the stocking unit of measure (which is the unit Inventory Control uses to report stock levels for the item).

Minimum and Maximum Quantities

Inventory Control calculates the number of units for an item as the quantity on hand plus the quantity on purchase order, minus the quantity on sales order.

Example:

If the quantity of an item on hand is 100, on purchase order is 50, and on sales order is 80, then the quantity of stock for that item is 70 (that is, 100+50-80).

If you want to specify different reorder information for each calendar quarter, enter the four period-start dates: January 1, April 1, July 1, and October 1. For bi-monthly coverage enter the six period start-dates: January 1, March 1, May 1, July 1, September 1, and November 1.

Note that you enter period-start dates numerically in the order month, day. For example, you would enter the period-start date June 30 as 6/30.

In the preceding two examples, the first period starts on January 1 and all periods are of equal duration, but these are not requirements. For example, here is another set of valid period-start dates: May 2, September 10, January 20, and March 25.

You may want to add reorder information only for part of your inventory, such as expensive or high-volume items.