Inventory
See what is running low and what to reorder
Find items below their reorder point before you run out.
Before you start
Who this is for
Owners and buyers who decide what to order.
Before you start
- Reorder points set on your items (Stock & Locations → Stock levels).
Steps
-
Step 1: Look at the dashboard
Open Dashboard and switch to Replenishment — “Anticipate shortages and review what to order.”
-
Step 2: Open the Replenishment report
Open Reports → Replenishment for the full list of items below their reorder point, with how much to order.
-
Step 3: Check items near expiry
For batch items, Near expiry shows what needs selling first.
-
Step 4: Export the list
Export the report to share with your supplier or buyer.
What happens next
You have a clear list of what to buy and how much, before a customer finds the shelf empty.
Questions
An item is low but not on the list.
It probably has no reorder point. Set one on the item under Stock & Locations.
Ready? Try it now.
Open Inventory in a new tab and follow along.