Configure reordering rules

For certain products, it is necessary to ensure that there is always a minimum amount available on hand at any given time. By adding a reordering rule to a product, it is possible to automate the reordering process so that a purchase order is automatically created whenever the amount on hand falls below a set threshold.

Important

The Inventory module must be installed to use reordering rules.

Configure products for reordering

Products must be configured in a specific way before a reordering rule can be added to them.

Starting from the Inventory, Manufacturing, Purchase, or Sales module, navigate to Products ‣ Products and then click Create to make a new product. Alternatively, find a product that already exists in the database and click into it’s product form.

Next, on the product form, enable reordering by checking the Can be Purchased option underneathe the Product Name field. Finally, set the Product Type to Storable Product under the General Information tab.

Add a reordering rule to a product

After properly configuring a product, a reordering rule can be added to it by selecting the now visible Reordering Rules tab at the top of that product’s form, and then clicking Create on the Reordering Rules dashboard.

Once created, the reordering rule can be configured to generate purchase orders automatically by defining the following fields:

• Location specifies where the ordered quantities should be stored once they are received and entered into stock.

• Min Quantity sets the lower threshold for the reordering rule while Max Quantity sets the upper threshold. If the stock on hand falls below the minimum quantity, a new purchase order will be created to replenish it up to the maximum quantity.

  Example

  If Min Quantity is set to 5 and Max Quantity is set to 25 and the stock on hand falls to four, a purchase order will be created for 21 units of the product.

• Multiple Quantity can be configured so that products are only ordered in batches of a certain quantity. Depending on the number entered, this can result in the creation of a purchase order that would put the resulting stock on hand above what is specified in the Max Quantity field.

  Example

  If Max Quantity is set to 100 but Multiple Quantity is set to order the product in batches of 200, a purchase order will be created for 200 units of the product.

• UoM specifies the unit of measurement by which the quantity will be ordered. For discrete products, this should be set to Units. However, it can also be set to units of measurement like Volume or Weight for non-discrete products like water or bricks.

Manually trigger reordering rules using the scheduler

Reordering rules will be automatically triggered by the scheduler, which runs once a day by default. To trigger reordering rules manually, navigate to Inventory ‣ Operations ‣ Run Scheduler. On the pop-up window, confirm the manual action by clicking Run Scheduler.

Note

Manually triggering reordering rules will also trigger any other scheduled actions.

Manage reordering rules

To manage the reordering rules for a single product, navigate to that product page’s form and select the Reordering Rules tab at the top of the form.

To manage all reordering rules for every product, go to Inventory ‣ Configuration ‣ Reordering Rules. From this dashboard, typical bulk actions in Juniper can be performed such as exporting data or archiving rules that are no longer needed. As well, the Filters, Group By or triple-dotted menu on the form are available to search for and/or organize the reordering rules as desired.