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  • to see if an item is over or under stocked and determine when it is time to place an order, run the standard Inventory Over/Under Status Report:

    • INV > Report Manager > Inventory Status Reports > 5. Inventory Over/Under Status Report

    • To have the report print ONLY the items that are Under Purchases, use the Value Selection Screen 2 of the report filters.
      Key in Under Purchases NOT EQUAL to zero
      To get a report that lists only the items that need to be purchased.

      image-20241011-143633.pngImage Added

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Example

  • Fertilizer season is happening now. Ensure there is an appropriate amount of inventory for product 28% fertilizer:

    • If the number of units of 28% fertilizer is less than 50 tons, then place an order for 500 tons with supplier. Otherwise, do not order.

      • Reorder Point: 50 tons

      • Reorder Units: 500 tons

      • Overstock Point: 550 tons

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