Rackbeat Reorder Report : Netvisor

This guide explains how to display products that have fallen below the reorder point by enabling the reorder report. The guide includes the use of search criteria and reviewing the report.

The report shows a suggestion of products to be reordered that have fallen below the reorder point. The reorder point is set for the product on the product card.

The report search consists of combinations of product, product group, general, and supplier search criteria. The search fields can be used to limit which products appear on the report.

Search fields

Product

Based on the product, you can limit, for example, a specific range of product numbers from which products are searched.

Status = Here you can choose whether to display all products, only those to be reordered, or only those products that the system thinks do not need to be reordered based on the search moment's information.

Product group

Using the search fields, you can select the product group range to be searched for the report.

General

Ending on day = From which day's situation you want to examine the reorder need. Can be left empty if you want today's situation.

Supplier

Supplier = If you want to examine the situation of products from a specific supplier, select that supplier here.

Report product rows

After the report search, the user gets the product rows visible. Different columns from the products can be selected to be visible in the table:

Also, any additional information fields added by the user to the product card work as search fields for the report.

It is recommended to keep the "Status" column visible, as it shows the system's recommendation on whether the product should be reordered or not.

The rightmost column of the table is fixed, and through it, you can both reorder a specific row and examine the product's events. Reordering starts with the Reorder button, and the event view opens from the price tag icon:

A supplier is selected for the reorder per product row, and a purchase proposal is created:

From the expected balance view, you can see the product's inventory events on which the report's calculation is based:

Keywords: Reorder, reorder point, search criteria, product group, supplier, purchase proposal, inventory events, Rackbeat

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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