Set Reorder Points

Ensure you never run out of critical inputs by configuring reorder levels and quantities for your raw materials in the CGIC App.

Prerequisites

• Raw materials exist as Items under Stock ▶️ Item ▶️ Item List
• Warehouses for storing raw materials (e.g., “Raw Material Store”) are set up

1.0 Steps to Configure Reorder Points

1. Open the Raw Material

• Navigate to Stock ▶️ Item ▶️ Item List.
• Filter Item Group = Raw Materials, then click your material’s name.

2. Switch to Inventory Settings
   • Click the Inventory tab in the item form.
3. Set Reorder Level & Quantity
   • Reorder Level: Enter the minimum on-hand quantity before a reorder is triggered (e.g., 50 kg).
   • Reorder Qty: Enter the suggested purchase quantity when the level is reached (e.g., 200 kg).
4. Save Your Changes
   • Click Save at the top-right to apply your reorder settings.

2.0 Viewing Reorder Alerts

1. Run the Reorder Report
   • Go to Stock ▶️ Reports ▶️ Reorder Report.
   • The report lists all raw materials where On Hand Qty ≤ Reorder Level.
2. Filter & Export
   • Use Filters (e.g., Warehouse, Item Group) to focus on specific materials.
   • Click Download to export the list for purchase planning.