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 article

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/Threshold inventory and maximum inventory of the product.

I. Set ROP/Threshold inventory & Max Inventory with manual input

II. Set ROP/Threshold inventory & Max Inventory for Bulk Product Variant

III. ROP/Threshold inventory & Max Inventory Report

I. Set ROP/Threshold inventory and Max Inventory

Step 1. Choose Products and Select Variant

Variant Product

Step 2. Select Any Variant, then Click Edit, and then Go to Tab Inventory, then Set Product's ROP/Threshold inventory & Max Inventory

ROP/Threshold inventory and Max Inventory

II. Bulk Operation Via Import Csv Function

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

Step 1. Export the Product Data

export with buffer and threshold inventory

Step 2. Open Exported File, then Set Reorder Point/Threshold inventory & Max Inventory

Export ROP/Threshold inventory and Max inventory

Step 3. Import Edited CSV File to System

Import or Upload CSV Buffer Threshold

Notes :

  1. To show the Inventory Update function you need to click on the More Option

  2. Activate the Inventory Update to update ROP/Threshold inventory & Max Inventory

III. ROP/Threshold inventory & Max Inventory Report

Step 1. (Inventory Report) Go to Inventory Menu and Select Tab "Low"

ROP/Threshold inventory & Max Inventory Report

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

Table Index:

Column

Description

OUTLET

Showing outlet name

PRODUCT

Showing product name

CODE

Showing product code

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/Threshold inventory

Showing reorder point from the product

ACTION

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

MAX INVENTORY

Showing maximum inventory from the product

ACTION(2)

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

Step 2. (Dashboard) Select Show More Retail Metrics, then Activate Inventory Pane

Dashboard Metrics

The dashboard will show ROP/Threshold inventory.

Products to Reorder/Threshold inventory

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