Understand the reorder list

The reorder list is a working shortlist of products you intend to buy. It does not make decisions on its own or change your stock: someone adds each product to the list.

A product stays on the list until someone removes it or orders it using Create PO on this page. If that purchase order is later deleted, its items go back on the list. Raising a purchase order anywhere else does not take the product off the list.

Choose a list

1. In the main navigation, open Inventory.
2. Open Reorder List.
3. Select the list name at the top of the page to open the menu of lists.
4. Choose the list you want.
5. Stay on the Live tab to see products currently waiting to be ordered.

Each list shows its item count beside its name. Products are grouped by supplier, and supplier groups are sorted by name. Each supplier group represents one order you are about to place.

Team and personal lists

Your organisation has one shared team list. Everyone who can see it can add and remove products. The team list is created for you and cannot be renamed or deleted.

You can also create personal lists. Any list you create is always personal, and only you can see or change it, even if a colleague knows it exists.

To identify the list you are viewing, check the badge on the right of the row holding the Live and History tabs. It reads Team or Personal.

The team list appears in your list menu only if your role has the Manage Team Reorder List permission. Without it, you see only your personal lists. If you have not created one yet, the page offers to create your first list instead.

Add products to a list

On the reorder list page:

1. Choose the product in the product selector.
2. Select Add.

You can also use the Reorder List button on a product's page, or the Add to Reorder List control on View Inventory and the Alerts List page. That control ends with a Go to the reorder list link.

Lists are independent. Adding a product to your personal list does not add it to the team list, and the same product can be on several lists at once.

The product selector offers only active products. A product already on that list is not offered again until it leaves the list. A deleted or inactive product cannot be added; the app says it cannot be reordered.

Department restrictions and Only added by me can also hide rows without changing the list's item count. If your account is restricted to certain departments, you see only products in your departments and products not assigned to any department. A colleague in another department may see a longer list for the same team list.

On the team list, turn on Only added by me to see just the products you added. Products added by colleagues stay on the list but are hidden. The switch is not shown on personal lists, where every item is yours already.

Set a quantity to reorder

Each row has a Qnt to reorder box. Enter the quantity you intend to order; it goes into the purchase order made with Create PO. The quantity must be above zero, with at most 4 decimals.

If you leave the box empty, the order starts from the Suggested Qnt instead. See Where the suggested quantity comes from.

A product deleted or made inactive after it was added stays on the list with a Deleted or Inactive badge. Its tooltip says it will not go on the order; remove it from the list.

Understand the stock bar

Each row has a coloured bar comparing the quantity you hold with the safety stock quantity set on the product. The numbers underneath show in-hand quantity over safety stock. In-hand quantity is the total across all your warehouses, not one warehouse.

The bar is red when you hold nothing or less than half the safety stock quantity. It is amber when you are below safety stock but at or above half of it, and green when you are at or above safety stock. The bar stops at full once you reach safety stock, so an exact match and a large surplus look the same.

If no safety stock quantity is set, the bar is calculated against a quantity of one, and the number under the bar reads 1. The product shows red only when you hold nothing and green as soon as you hold anything, however little. The colour is not a judgement about that product until safety stock is set on it.

The colours describe stock only. They do not account for purchase orders already raised, so a red row may already be on order.

The summary strip above the products shows a count of products, a count of suppliers and, when applicable, a red count with a warning triangle for products in the red band. It counts only the rows the page is showing, so it changes with the filters above. Use it to see how much of the list is urgent before splitting it into orders.