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Restock with reordering rules

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Restock with reordering rules

Inventory2 learners

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InventoryLesson 2 of 4
InventoryLesson 2 of 40 of 4 done

Inventory basics

  1. 4 minThe inventory overview4 min

Replenishment

  1. 6 minRestock with reordering rules6 min

Warehouse transfers

  1. 5 minDeliver an order5 min

Daily operations

  1. 5 minCount your stock5 min

3 views1 month agoLesson 2 of 4Basic

Set a minimum and a maximum per product, so BridgeERP tells you what to buy or make, and how much.

What Replenishment gets you to

  • Restock with minimum and maximum rules instead of guesswork

Recorded on a working BridgeERP. Start a free trial and follow along on your own.

Step by step

A reordering rule says: when the forecast for this product falls below the minimum, bring it back up to the maximum. A product's rules open from its form (the button showing its Min and Max), and the ones waiting for you are listed in Inventory › Operations › Replenishment.

Reordering rules with On Hand, Forecast, Min, Max and To Order columns
Reordering rules for timber, boards, lacquer and handles. Two need ordering now.
  • On Hand is in stock now. Forecast adds what is coming in and takes off what is promised out.
  • Min and Max are the limits you set.
  • To Order is the quantity that brings the forecast back to the maximum: MDF sheets forecast at 17 with a maximum of 60, so 43.
  • Order creates it: a request for quotation to the product's vendor or, for a product you make, a manufacturing order.

The Trigger decides who acts: Auto rules are run by the scheduler on their own; Manual ones wait in Replenishment for you to click Order.

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