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Monitor low stock and reorder points

What is below its reorder point right now, and what this view leaves out.

A reorder point is the available quantity at or below which IoTFlows flags an item for ordering. It is a field on the item, counted in the item's own unit, and it defaults to 0, so an item appears here only once you set one. See Create and edit items.

Every member can open this tab. Changing a reorder point takes an Owner or Administrator role.

Open Low Stock

  1. Open Inventory from the top navigation.
  2. Select the Low Stock tab. The address bar reads /inventory?select=low_stock.

The heading carries the number of items on the list. When nothing is low, the tab reads Everything is above its reorder point.

Each row shows the item's picture, name and SKU, a Low stock or Shortage pill, and three numbers:

  • Available is on hand minus what open work orders have reserved, explained in Adjust stock and track locations.
  • Reorder point is the level set on the item.
  • Suggested order is the reorder point minus available. Ordering that much puts the item back at its reorder point exactly, with nothing spare.

View item opens the item in the right-hand drawer, where you adjust stock or change the reorder point without leaving the list. The tab itself carries no search, no sort and no filters.

The Low Stock tab listing six purchased items, each with an available quantity, a reorder point, a suggested order quantity and a View item buttonThe Low Stock view. Only purchased items are fetched, so a manufactured item never appears here however low it runs.

On mobile. The same list is the Low segment of the Inventory screen, beside Items and Transactions. It reads the rows the catalog already loaded, so the two cannot disagree.

The Low segment of the Inventory screen on Android, listing purchased items below their reorder pointThe Low segment on Android. It is derived from the same rows as the catalog, so the two cannot disagree.

How the list is built

The tab asks for the purchased items in your organization, then keeps the ones that are short. Three rules decide it:

  • Available is at or below the reorder point, and the reorder point is above 0. The row reads Low stock.
  • Available is negative, whatever the reorder point says. More is reserved than is on the shelf, and the row reads Shortage.
  • A reorder point of 0 never flags an item. An item with no reorder point reaches this list only by going negative.

At or below, not below: an item with 20 available and a reorder point of 20 is on the list.

What appears here

SegmentAppearsWhy
PurchasedYesThe tab fetches purchased items only
ManufacturedNoNot fetched. You make these rather than order them, so change the item's Type to Purchased if it belongs here
ToolsYes, with a Tool chipTools is a filter over the types, not a type of its own, and every item created in IoTFlows is purchased. Running out of racks stops a job the same way running out of bolts does
An item stocked as piecesYes, as one rowJudged on how many of its pieces, the physical units it is held as, are still free, not on a quantity
A single pieceNoPieces are counted under the item they belong to, never listed on their own

An item stocked as pieces holds no stock itself, so its own available is permanently 0 and no restocking could clear it. It is judged on how many of its pieces no open work order is holding, its reorder point counts pieces, and the row carries a Pieces chip to say so. See Track serialized pieces and tools.

Set a reorder point that works

  1. Select View item on the row, or open the item from the Items tab.
  2. Select the Reorder point field in the item's meta card.
  3. Enter the number and save. The field saves on its own, and a failed save reverts it and raises Could not update item.

Set the reorder point to cover your supplier's lead time at your normal consumption rate, not to a round number. For a nitrile gasket you draw 40 of a week from a supplier who ships in three weeks, that is 120, plus whatever cushion your receiving takes.

A round number set without that arithmetic is worse than none. A reorder point of 10 on a part you use twice a year is a permanent alert, and a list nobody finishes reading.

An item's reorder point field beside its current stock, with an arrow from the stock figure to the reorder pointHow an item lands in Low Stock.

What Low Stock does not show

Manufactured items. You do not get a low-stock view for anything you make. Track those from the Items tab filtered to Manufactured, where list mode carries the same quantity columns.

Stock that is already on order. Incoming quantities are not netted into available, so an item stays on this list until a receipt lands its stock. A job cannot pull from stock that is not on a shelf yet.

Where the shortage is. Each row is one organization-wide number. An item can be low overall while one location is full, so open the item and read Stock by location before you order.

What the item's own pill says. The pill on an item's detail is judged against On hand, this list against Available. A full shelf spoken for by open work orders therefore reads In stock on the detail and still appears here.

The list is empty, but I know something is low. Check the item's Type first: a part switched to Manufactured is not fetched here, however low it runs. Then check its reorder point, since 0 or blank never flags. Both fields are on the item's detail, covered in Create and edit items.

See also