About material reorder reports

The Material Reorder Report is a snapshot report that lists all active materials either out of stock or marked as having low stock. This report is useful for creating a quick list of all materials you need to reorder - you can also filter this list to only return materials for a specific vendor.

How to find this report:

Navigate to your  Reports page, then click the Material Reorder Report under the Materialheading. 

To run this report:

If you would like to filter your results by a preferred vendor, select it from the Preferred Vendor box. If you leave this field blank, materials from all preferred vendors will be returned. Select your Stock Status option: Out of Stock will return only materials that have a quantity of zero (or negative), whilst Low Stock will return materials that are marked as under their low stock threshold. Click the Run Report button to generate the results.

Report Breakdown:

Code:  This is your unique code for the Material.

Name: Your name for the Material

Unit Price: The current unit price calculated for the Material.

Quantity Available: This is the current quantity you have on hand for this Material. When the Out of Stock filter is applied, this will either be 0 or could be a negative number if you need to reconcile missing historical expenses. If the Low Stock filter is applied, this will be a positive number. 

Quantity On Order: This is a count of any material expenses marked as not yet received for this material. 

Preferred Vendor: This is your current preferred vendor for the material (this can be changed on your edit material page)

Vendor Reorder Code: If you have added a vendor code for this material, it will appear here.

This report can be downloaded a print-friendly PDF or a CSV for further analysis in a spreadsheet.

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