Some businesses require certain products to always have a minimum quantity of stock on-hand at any given time. To avoid stock falling below a certain threshold, companies can create reordering rules in SecureIO to automate purchase orders for specific products.
In certain cases, businesses might opt for temporary reordering rules when they do not want
specific products to be replenished automatically. In SecureIO, a temporary reordering rule is created
in the replenishment dashboard when a product is configured with a Buy route, has no reordering
rule configured, has 0 quantity in stock, and is included in a sales order. This rule is deleted
upon confirmation of the purchase order (PO) generated for the product.
Configuration
To configure a product that triggers temporary reordering rules when its stock reaches 0, begin by
going to Inventory app ‣ Products ‣ Products, and click New.
Note
The same configurations can also be made on an existing product, by going to Inventory app ‣ Products ‣ Products, and selecting an existing product.
On the product form, enter the product name, and ensure the Sales and Purchase options are enabled, located beneath the Product Name field.
On the General Information tab, leave Product Type set to Goods. In the Tracking field, select By Quantity.
Next, click the Purchase tab, and under Vendor, click Add a line and select a vendor from the drop-down menu. Then, set a purchase price under Unit Price.
Important
For temporary reordering rules to work, a vendor must be set, or the product must have been purchased on at least one confirmed PO. Attempting to replenish the product from the Replenishment dashboard in the Inventory app without one of these triggers a warning to add a vendor on the product form.
Before creating an SO for the product, ensure the Quantity On Hand field, on the
General Information tab, reads 0.00 Units. Then, ensure that the
Reordering Rules smart button reads 0, indicating there are no rules applied to this
product.
Tip
If the button bar is full, the Reordering Rules smart button is located under the More dropdown.
Trigger temporary reordering rule
To trigger a temporary reordering rule, create a new sales order for a product by navigating to Sales app ‣ New.
Then, add a customer in the Customer field, and click Add a product under the Product column in the Order Lines tab. Next, select the desired product from the drop-down menu. Lastly, Confirm the SO.
Check replenishment report
To see the temporary reordering rule created for the out-of-stock product included in the sales order, navigate to Inventory app ‣ Operations ‣ Replenishment. Doing so opens the Replenishment dashboard.
On this dashboard, locate the product for which the temporary reordering rule was created. On its product line, its On Hand quantity, negative Forecast quantity, Buy Route, and To Order quantity to replenish can be seen.
Additionally, three replenishment options are located at the end of the row: Order, Automate, and Snooze.
To use the one-time, temporary reordering rule, click Order. This action triggers a small temporary confirmation pop-up window, reading The following replenishment order has been generated, along with a new purchase order number.
Tip
Once the purchase order has been generated after clicking Once, refresh the page. The temporary reordering rule for the product no longer appears in the Replenishment dashboard.
Complete purchase order
To view the purchase order created from the Replenishment dashboard, navigate to the Purchase app, and select the generated PO from the Requests for Quotation dashboard.
From here, click Confirm Order, then click Receive. Finally, click Validate to complete the PO.
The temporary reordering rule is automatically deleted upon confirmation of the PO, and the
Reordering Rules count returns to 0. Now, the original sales order can be delivered and
invoiced.
Note
Once the SO is delivered and invoiced, ensure there are no reordering rules on the product form.
Go to Inventory app ‣ Products ‣ Products, select the product, and confirm
that the Reordering Rules smart button displays 0.