Stock Running Low (Reorder Point) - Order Stock

In the product setup you can specify a Reorder Point (ROP) or a Minimum Stock Level. If the ROP is reached you need to order new stock. You typically calculate a ROP for a stock item as follow:

ROP = ( 'Number of items sold daily (Avg)' x 'Number of days it takes for stock to be delivered after ordered' ) + 'Safety Stock'

You need to manually calculate or decide what a ROP for a product is as this value is not calculated by ROBOTILL. You can specify the ROP in the Product Setup (see 'Advanced Settings' in Product Setup).

To see what stock reached the ROP (needs to be ordered), go to ROBOTILL Manager and from the menu select 'Products and Stock' > 'Stock Running Low'.

Stock Running Low
  1. If you want to create a supplier order you have to filter by supplier. See section below on how to create a supplier order.
  2. Note that stock that is running low (below minimum level) but has been ordered and not yet received will not be displayed to prevent double ordering. To include stock that has been ordered uncheck the box that says 'Exclude stock on order'.
  3. As items is received/ordered as compound items or sub items but not both, you can choose if you want to see the compound items or the sub items.
  4. You can select an item and get the supplier details to contact the supplier.
  5. See the section below on how to create an order form this screen.
  6. You can print the stock running low with the current filters.
  7. You can export the stock running low with the supplier info into a CSV (Excel) file if you do not want to create a order for a specific supplier but prefer to work in Excel when ordering.

Create an Order from the Stock Running Low screen.

To create an order form to send to the supplier, filter by supplier (see no.1 in the image above). You can then click on 'Create Order' (no. 5 in the image above). The items for that supplier that is currently below the minimum level (ROP) and not already ordered will be automatically added to the Order. You can then complete the order by following the instructions in 'Supplier Order'.

Items Out of Stock

By default ROBOTILL will allow you to sell stock that is 'out of stock' thereby going into a negative quantity on hand. This is sometimes useful as the reason why an item can be sold if it is 'out of stock' is probably because the stock receiving was not done. Instead of causing a problem at the till, the stock will then rather go into negative and the stock quantities can be corrected later.

You can however prevent an item from being sold if out of stock. To enable this go to ROBOTILL Manager go to 'Setup' > 'System Configuration' > 'General Settings' and check the box 'Prevent sale of items out of stock'.