Reorder points and monitors
Set a reorder point on a line and have the team told when stock runs low.
Updated 23 September 2026
- Why
- Running out is found too late when someone has to notice it.
- What
- A line at or under its reorder point shows on the Reorder view, and the stock monitors watch for low stock on a schedule.
- How
- Set the point in the line's drawer, then add a monitor from Monitors in
/app/stock.
Set a reorder point
- Step 1.
In
/app/stock, open the line. - Step 2.
Enter the Reorder point and, if you like, the Reorder quantity.
- Step 3.
Choose Save reorder point.
The Reorder view
Reorder lists every line at or under its point, with a Suggested quantity: the reorder quantity (or the gap to the point) less what is on order. Export takes the list.
With Source on, Build a shortage list takes every row to a request for quotes. Tick rows and it becomes Request quotes, beside Raise a purchase order. See requests for quotation at scale and purchase orders.
The stock monitors
| Monitor | Fires when | Checked |
|---|---|---|
| Stock below a level | A line of the chosen product falls under the level you set, at one location or at any. | Hourly |
| Reorder point reached | A line of the chosen product has on hand plus on order at or under its reorder point. | Daily |
Choose Monitors at the top of /app/stock, pick one under Add a monitor, fill it in and choose Add it. A fired monitor tells the team in Activity, once a day per line. Creating one needs the engineer role or above.
The stock monitors need the Stock product. Switch it off and they pause rather than delete.
The Stock area's Monitors sheet: a stock level monitor and a reorder point monitor on the trade counter, both checked a quarter of an hour ago. The reorder point monitor fired and told the team.
The trade counter hit its reorder point, so the monitor told the team
Related
- MonitoringSet a monitor on an area so the team hears when a quote, order, stock line or delivery needs attention.
- Items and balancesRead a balance by item and location, and change it the right way when it is wrong.
- Purchase ordersRaise, send, track and close a purchase order, and match the supplier's invoice to what arrived.