The Reorder report identifies Warehouse Items that need to be reordered because they have fallen below the Reorder Point as indicated by the Item's master record.

• The report is sorted by Warehouse, with each warehouse starting a new page. The report has four additional sorts: Item ID, Class, Manufacturer, and Part Number.
  
  
• This report organizes Warehouse Item information depending upon the sort selected. Item ID and Product Number do not have distinct groups, but Class and Manufacturer group the Items by their corresponding Class or Manufacturer.
  
  
• You can filter the report by Item ID, Class, Manufacturer, and Part Number to limit the number of Items appearing on the report.
  
  
• The Reorder Percent option provides a way to include items that are not below the reorder point, but are within the percentage indicated. For example, if you have 105 lbs. of nails and your reorder point is 100 lbs., the nails would not appear on this report; however, if you enter a Reorder Percent of 5%, then it would be included on this report.
  
  
• The Include Vendor Orders option includes information of up to the last four receipts of that item, i.e., it identifies the Vendor, the Unit Cost, and the Unit of Measure from the last four purchases made for this particular item.
  
  
• If an Item is set to automatically reorder in Item Master, then the reorder Vendor, Quantity, Cost, and Unit of Measure are included in the report. This is regardless of the Include Vendor Orders check box setting.

Permissions must be set in the System module to access the Reorder report.

System module—Security—Users—Inventory—Reports—Reorder

Select Warehouses (button)

Click the Select Warehouses button and then select the Warehouses for which you want to print the report.

Sort By

Select a sort option for the report from the drop-down list: Item ID (default), Class, Manufacturer, or Part Number.

From / Thru Item ID

To run the report for a specific Item IDs range, use the Lookup iconfor each field to select a starting and ending entry for the range or select the same entry for both to run the report for one Item ID.

From / Thru Class

To run the report for a specific Class range, use the Lookup iconfor each field to select a starting and ending entry for the range or select the same entry for both to run the report for one Class.

From / Thru Manufacturer

To run the report for a specific Manufacturer range, use the Lookup iconfor each field to select a starting and ending entry for the range or select the same entry for both to run the report for one Manufacturer.

From / Thru Part Number

To run the report for a specific Part Number range, enter a Part Number into each field as the starting and ending entry for the range or select the same entry for both to run the report for one Part Number.

Reorder Percent

Enter a percent in the format x.xxxx to include items that are not below the reorder point, but are within the percentage indicated.

For example, if you have 105 lbs. of nails and your reorder point is 100 lbs., the nails would not appear on this report; however, if you enter a Reorder Percent of 5%, then the nails would be included on this report.

Include Vendor Orders (check box)

Checked - Includes the Vendor, Unit Cost, and Unit of Measure information for up to the last four receipts (purchases) of an item in the report.

Unchecked - Does not include information for up to the last four receipts (purchases) of an item in the report.

Report Format

PDF Format (default): Select this option to print the report in PDF format.

Create Spreadsheet: Select this option to print the report in an Excel spreadsheet.

1. From the Inventory menu, select Reports—Reorder.
2. Use the Field List for help selecting options.
3. Click Print.
4. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.