Setting Up Reorder Rules

Reorder rules help you maintain optimal stock levels by alerting you when inventory drops below a threshold and suggesting how much to reorder. This guide covers setting up reorder points, configuring quantities, and using auto-reorder suggestions to generate purchase orders.

Understanding Reorder Rules

A reorder rule consists of two key values for a product:

• Reorder Point — the minimum stock level that triggers a reorder alert. When inventory falls to or below this number, StockrHub flags the item for reordering.
• Reorder Quantity — the amount to order when the reorder point is reached. This should cover your expected demand until the next delivery arrives.

Note

Reorder rules work at the product variant level. You can set different reorder points and quantities for each variant (e.g., different sizes or colors of the same product).

Step-by-Step Setup

1. Navigate to Reorder Rules

From the StockrHub dashboard, click Reorder Rules in the left sidebar. This page lists all existing rules and allows you to create new ones.

2. Create a New Rule

Click Add Rule and fill in the following fields:

Field	Description
Product / Variant	Search and select the product variant this rule applies to.
Reorder Point	The stock level at which a reorder alert is triggered.
Reorder Quantity	The suggested quantity to order when the reorder point is reached.
Supplier	The preferred supplier for this product.

3. Set the Reorder Point

Choose a reorder point based on:

• Average daily sales — how many units you sell per day.
• Supplier lead time — how long it takes for the supplier to deliver after an order is placed.
• Safety stock — a buffer to account for demand spikes or delivery delays.

A common formula is:

Reorder Point = (Average Daily Sales x Lead Time in Days) + Safety Stock

For example, if you sell 5 units per day, your supplier takes 7 days to deliver, and you want 10 units of safety stock:

Reorder Point = (5 x 7) + 10 = 45 units

4. Set the Reorder Quantity

The reorder quantity determines how much stock to order. Consider:

• Economic Order Quantity (EOQ) — balancing order costs with holding costs.
• Supplier minimums — some suppliers require minimum order quantities.
• Storage capacity — how much stock you can physically store.
• Demand forecasting — expected sales volume until the next reorder cycle.

Tip

Start with a reorder quantity that covers approximately 2 to 4 weeks of expected sales. You can adjust this over time as you gather more sales data.

5. Link to a Supplier

Assign a preferred supplier to each reorder rule. This determines which supplier is pre-selected when StockrHub generates a purchase order from a reorder suggestion.

6. Save the Rule

Click Save to activate the rule. StockrHub will begin monitoring stock levels against this rule immediately.

How Auto-Reorder Suggestions Work

Once reorder rules are configured, StockrHub continuously monitors your inventory levels:

1. Stock level monitoring — StockrHub checks current stock against reorder points.
2. Dashboard alerts — when a product’s stock falls to or below its reorder point, it appears on the dashboard under Reorder Suggestions.
3. Suggestion details — each suggestion shows the product, current stock, reorder point, suggested quantity, and preferred supplier.

Viewing Suggestions

Navigate to the Dashboard to see all current reorder suggestions. Items are sorted by urgency (how far below the reorder point they are).

You can also view suggestions via the API:

GET /api/reorder/suggestions

Generating POs from Suggestions

Instead of manually creating purchase orders, you can generate them directly from reorder suggestions:

1. Go to the Dashboard and review the reorder suggestions.
2. Select the items you want to reorder (you can select multiple).
3. Click Generate PO.
4. StockrHub groups selected items by supplier and creates one PO per supplier.
5. Review the generated PO(s), make any adjustments, and send to the supplier.

Tip

Group your reorder suggestions by supplier before generating POs. This ensures efficient ordering and may help you meet supplier minimum order values.

Bulk Rule Creation

If you have many products to set up rules for, use bulk creation:

1. Navigate to Reorder Rules.
2. Click Bulk Add Rules.
3. Select multiple products or filter by collection, vendor, or product type.
4. Set a default reorder point and quantity for all selected products.
5. Assign a supplier.
6. Click Save All.

You can adjust individual rules after bulk creation if specific products need different thresholds.

Caution

Bulk-created rules use the same reorder point and quantity for all selected products. Products with significantly different sales velocities should have their rules adjusted individually after the bulk operation.

Best Practices

• Review rules regularly — sales patterns change over time. Review and adjust your reorder points and quantities at least quarterly.
• Account for seasonality — increase reorder points before peak sales periods and reduce them during slow seasons.
• Monitor supplier lead times — if a supplier’s delivery times change, update the reorder points for their products accordingly.
• Use sales velocity data — StockrHub’s sales velocity report can help you determine accurate average daily sales for setting reorder points.
• Start conservative — it is better to reorder slightly too early than to run out of stock. You can fine-tune thresholds as you gain experience with each product’s demand.