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Reorder Point and Maximum Inventory
Reorder Point and Maximum Inventory

Set ROP and Maximum of the product inventory to avoid low & over stocks in the outlet

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

You could manage the ROP/Threshold inventory and Maximum inventory of every product with ROP/Threshold inventory and Max Inventory features. You can use these features to avoid running out of stock by reminding you to re-stock when inventory is below the ROP/Threshold inventory.


If you don't know the difference between reorder points and maximum inventory, you can read this Product Inventory Management.

The following are the advantages of using ROP/Threshold inventory and Max inventory:

  1. Help protect against excessive supply and demand fluctuations

  2. Reduces the possibility of lost revenue because the company has stock to accept new orders

  3. Reduce the risk of losing customers

This article will explain to you how to set ROP and maximum inventory of the product.


I. Edit ROP & Max Inventory via UI

Step 1. Go to Products, then Choose Any Product Variant

Choose Any Product Variant

Step 2. Click Edit

Edit Variant

Step 3. Go to Inventory Tab, Set ROP & Max Inventory, then Submit

Set ROP & Max Inventory

Notes :

Users can configure ROP & Max Inventory for each outlet if they have more than 1 outlet.


II. Bulk Edit ROP & Max Inventory via CSV

If the product you want to set the Reorder Point/Threshold inventory and Max Inventory in large quantities of product variants, we recommend you use the Export and Import CSV file format in the following way :

Step 1. Go to Products, then Click Export

Export Products

Step 2. Choose to Export with ROP & Max Inventory Column

Choose Column
Export with ROP & Max Inventory

Step 3. Open Exported File, Set ROP & Max Inventory, then Save File

Set ROP & Max Inventory in CSV

Notes :

Users can configure ROP & Max Inventory for each outlet if they have more than 1 outlet.

Step 4. Import Edited CSV File to System

Import Product Page
Choose File
Confirm to Upload

III. View Low & Max Inventory

Step 1. Go to Inventory, then Select Low Tab

Low on Stock

In this report, you will see which products are already below the limit of the ROP, so you can quickly order from suppliers.

Table Index :

Column

Description

OUTLET

Showing outlet name

PRODUCT

Showing product name

CODE

Showing product code

SUPPLIER

Showing product supplier name

ON HAND

Showing On-hand quantity from the product (On hand = Available + Allocated), for more information about inventory status, you can go to this link

ROP

Showing reorder point from the product

DIFF

Showing different between on hand stock & ROP

MAX

Showing maximum inventory from the product

ACTION

Showing suggested action based on calculation from On hand inventory and Buffer inventory

Step 2. Go to Dashboard, then Activate Inventory Pane

Click More Info, activate the Inventory Pane, then select Update Dashboard.

Activate Inventory Pane in Dashboard

Step 3. View Product ROP & Max Inventory in the Dashboard

The dashboard will show Product ROP & Max Inventory.

View Product ROP & Max Inventory in the Dashboard

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