Reorder Report
The Reorder Report is a read-only, printable report that lists all inventory items currently at or below their reorder point. It is designed to be printed and handed to a purchasing manager or used as a reference during ordering.
This report differs from the Reorder Dashboard (Article 84). The Dashboard is an interactive tool where you can generate purchase orders and suggest transfers. The Reorder Report is strictly for viewing and printing -- it does not have action buttons for creating POs or transfers.
Accessing the Report
Navigate to Reports > Reorder Report from the main menu. This report requires Management access or Accounting access (HasManagementAccess or HasAccountingAccess).
Filters
The report provides the following controls:
| Control | Description |
|---|---|
| Location | Dropdown showing All Locations or a specific location. Defaults to the user's DefaultLocationID. Only locations the user has access to are listed. |
| Refresh | Reloads the report with the current location selection. |
Grid Columns
The report grid displays 13 columns:
| Column | Description |
|---|---|
| Item ID | The numeric identifier for the inventory item |
| Item Name | The name of the item |
| Location | The location name where the item is stocked |
| Zone | The storage zone name, if a zone rule exists. Blank if the item has no zone assignment. |
| On Hand | Current stock quantity at the location |
| Reserved | Quantity reserved, aggregated from inventory_stock_zone.qty_reserved |
| Available | Calculated as On Hand minus Reserved |
| Reorder Point | The configured reorder threshold for this item at this location |
| Safety Stock | The minimum safety stock level configured for this item |
| Severity | CRITICAL or WARNING based on available quantity relative to safety stock and reorder point |
| Suggested Order Qty | The recommended quantity to order (see formula below) |
| Lead Time (Days) | The expected lead time in days from the reorder rule |
| Vendor | The preferred vendor name for this item |
Severity Color-Coding
Each row is color-coded based on how urgently the item needs reordering:
| Severity | Condition | Background | Severity Cell Text |
|---|---|---|---|
| CRITICAL | Available quantity is at or below safety stock | MistyRose | Red text, bold font |
| WARNING | Available quantity is at or below reorder point but above safety stock | LightYellow | DarkOrange text |
CRITICAL items have dropped below the safety buffer and need immediate attention. WARNING items are low but still above the safety threshold.
Suggested Order Quantity Formula
The suggested order quantity is calculated as follows:
- Start with the reorder_quantity from the reorder rule as the base value
- If max_stock_level is greater than 0 AND (max_stock_level minus available) is greater than reorder_quantity, then use (max_stock_level minus available) instead
- If the calculated result is zero or negative, fall back to the reorder_quantity
This logic ensures that the suggestion will bring stock back up to the maximum level when a max is configured, but never suggests less than the standard reorder quantity.
Data Filtering
The report only includes items that meet all of the following criteria:
- The reorder rule is active (is_active = 1)
- The item is active (status = 1)
- The location is active (status = 1)
- The available quantity (On Hand minus Reserved) is at or below the reorder point
Disabled items, disabled locations, and inactive reorder rules are excluded even if their stock is below the reorder threshold.
Sort Order
Rows are sorted in ascending order by (available minus safety_stock), then by item name. This means the most critical items -- those furthest below their safety stock level -- appear at the top of the report. Items at the same criticality level are sorted alphabetically by name for easy scanning.
Status Bar
The bottom of the report displays a status bar showing the total count of items in the report:
"X items below reorder point"
This gives a quick count without needing to scroll through the entire grid.
Printing
The report prints in landscape orientation on 11 x 8.5 inch paper to accommodate the 13-column layout. The printed header includes:
- Report Title -- "Reorder Report"
- Locations -- The selected location name or "All Locations"
- Generated Timestamp -- The date and time the printout was created
The printed output preserves the severity color-coding from the on-screen view so critical and warning rows remain visually distinct on paper.
When to Use This Report
- Printable Snapshot -- Print the report and hand it to a purchasing manager who will place orders manually or through an external system
- Morning Review -- Run at the start of each business day to see which items need attention
- Purchasing Meetings -- Print for weekly or monthly purchasing planning meetings as a reference document
- Audit Documentation -- Use as evidence that reorder monitoring is active and being reviewed
For taking action on reorder items (generating purchase orders, suggesting transfers between locations), use the Reorder Dashboard (Article 84) instead.
Related Articles
- Reorder Dashboard (Article 84) -- The interactive tool for acting on reorder needs. Use the Dashboard when you want to generate POs or suggest transfers directly from the reorder list.
- Configuring Reorder Rules (Article 83) -- Covers how to set up reorder points, safety stock levels, reorder quantities, and max stock levels that drive both this report and the Dashboard.