When reordering stock through Retailer, you can configure Retailer to order by unit or by pack, if you have packs set up.

For more information on setting up packs, click HERE.

Set Up Reorder Methods

  1. From the main screen of Retailer, click on Stock -> Suppliers and Departments.
    Alternatively, on the top menu bar of Retailer, click on Stock Maintenance -> Suppliers and Departments.
  2. Click on the Reordering tab.
  3. To add a new reorder method:
    • Click on Add.
    • In Description, enter a name for this reorder method. 
      This is what will appear in other screens.
    • In Sales Reordering Number of Days, leave this at 0.
    • In Pack Reorder Method, select between Unit or Pack.
      • If Unit is selected, then Retailer will reorder the individual item.
      • If Pack is selected, then Retailer will reorder the pack.
    • In Use High Qty, tick this if you want to reorder a full pack if the required amount leads to a partial pack.
      Note: This option only works with the Pack reorder method.
      For example:
      • A pack consists of 30 units.
      • Based on the reorder settings, you require 80 units to be ordered.
      • If you tick Use High Qty, Retailer will reorder 3 packs (for a total of 90 units).
      • If you untick Use High Qty, Retailer will only reorder 2 packs (for a total of 60 units) so it doesn't go over the quantity required.
    • Click Save.

Assign Reorder Method to Stock Items

  1. On the main screen of Retailer, click on Stock -> Stock Screen.
    Alternatively, on the top menu bar of Retailer, click on Stock Maintenance -> Stock Screen.
  2. Click on the Reorder tab.
  3. In Reorder Method to Use When Calculating Order Quantity, select the method you created in the previous step from the drop-down box.
  4. Click Save.

Once reorder methods have been set up and assigned to stock items, you can use the following methods to reorder stock items:

The Order By Sales utility
Click HERE for more information about reordering stock using the Order By Sales utility.
Using Desired Quantities and the Reorder Report
Click HERE for more information about reordering stock using Desired Quantities and the Reorder Report.