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Reorder Report & Manufacturer Emails

The Reorder tab surfaces every inventory item at or below its reorder point, grouped by manufacturer, with a suggested order quantity. Two actions per group: "Create PO from suggestions" pre-fills a PO with every below-threshold item, and "Email Report" opens a preview-then-send modal that attaches a manufacturer-scoped PDF and ships it to the vendor.

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Steps

  1. Set a reorder point on each tracked item (Inventory > Items > edit item > Reorder Point). Items with reorderPoint = 0 are skipped — they're not tracked.
  2. Go to Inventory > Reorder. The screen groups items by manufacturer; each group shows count + total suggested units + per-item rows (current qty, reorder point, suggested qty).
  3. For one-click PO creation: click "Create PO from suggestions" on a group. The Purchase Orders tab opens with a pre-filled PO ready to save.
  4. For email-out: click "Email Report" on a group. A two-pane modal appears — PDF preview on the left (iframe), recipient/subject/body on the right. Edit the message if needed, hit Send.
  5. The PDF is a single-manufacturer reorder report — branded, paginated, with per-item current/reorder/suggested columns and the manufacturer contact info in the header.

Good to know

  • Suggested qty formula: max(reorderQuantity ?? 0, reorderPoint × 2 − quantityOnHand), floored at 1. Items with a configured reorderQuantity respect it; items without one get a "top up to twice the threshold" fallback.
  • The "Unassigned" group surfaces items with no manufacturer link. You can't email or create a PO for this group — assign a manufacturer first.
  • Sandbox orgs intercept the email — the manufacturer never receives it. Useful for verifying the workflow without sending real procurement requests.
  • The same endpoint serves both web preview and the email attachment, so what you see in the iframe is exactly what the vendor receives.
Example: Monday-morning replenishment ritual: open Reorder, see 18 items below threshold across 5 vendors. Click Email Report on three with known-reliable vendors — done. The remaining two need a phone call first, so click Create PO from suggestions, draft the email separately. Total time: 4 minutes instead of an hour of spreadsheet copy-paste.

Troubleshooting

"No items currently below reorder threshold for this manufacturer"
You clicked Email Report but in the time between page-load and click, every item for that vendor was restocked or its threshold was raised.
Fix: Refresh the Reorder tab — the group should disappear from the list. If it persists, check each item's reorder point and quantity manually.
"Manufacturer has no email on file"
The Manufacturer record has no email field populated.
Fix: In the modal's "To" field, type the recipient address directly. Or go to Inventory > Manufacturers > edit the vendor and save its email so future sends pre-fill automatically.
Reorder tab shows zero items even though stock looks low
Items are filtered to reorderPoint > 0 AND quantityOnHand ≤ reorderPoint. Items without a configured reorder point are skipped — they're not "tracked" for replenishment.
Fix: Set a non-zero reorder point on items you want monitored. Items track only after that.

Plans

Enterprise suite required. Email-out uses one Resend API call per send.

Related

  • Inventory & Fulfillment — Overview
  • Purchase Orders & Receiving
  • Inventory Documents — PDFs & Email

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