Tutorial: Work your first reorder

This is one continuous pass on the fixture system October running items — Block B & Block C. The numbers are demo data for Demo Pharmacy. Use the same system on every step.

1. Open the system

Go to Replenish Stock → Planning → Reorders.

On Reorder Systems, search October running. The row looks like this:

Name	Status	Created by
October running items — Block B & Block C	Active	Demo Buyer

Step 1 — search is optional on this short demo list. Click the October name. September is paused and August is archived.

Click the name. The header reads Active and Cycle: 9 of 14 days remaining.

2. Read the strip

Stay on Essentials. The strip across the top of the demo system is:

Needs action	In transit	Received	Trigger → PO	Fill rate
Rs 7,600 · 2 SKUs · 1 critical	Rs 4,800 · 1 line	1 · this cycle	1.2d · oldest 2.0d	16%

Needs action is money still waiting for a purchase order. In transit already has a PO. Fill rate is units received against units triggered in this cycle. Paracetamol is the critical line: zero days of stock.

Steps 2 and 3 — Needs action Rs 7,600, in transit Rs 4,800, fill rate 16%. Paracetamol is 0d left. ORS is on PO-DEMO-1041. Vitamin C is on GRN-DEMO-220.

3. Read Needs PO

The amber section Needs PO holds the two open lines. They are sorted so the shorter cover comes first.

SKU / Product	Supplier	SV/day	In hand	Reorder	Cost	Status
REO-0888 Demo Paracetamol 500mg	Demo Pharma	12.0	0	2 packs	Rs 1,600	Needs PO
REO-1042 Demo Amoxicillin 500mg	Demo Pharma	6.0	18	5 packs	Rs 6,000	Needs PO

In hand is live stock in the mapped warehouses. Reorder is packs to buy so the line lasts the 9 days left in the cycle.

The blue section Awaiting Delivery shows REO-3310 Demo ORS Sachet on PO-DEMO-1041. The green section Received shows REO-4410 Demo Vitamin C 1000mg on GRN-DEMO-220.

4. Open the amoxicillin group

Click the amoxicillin row. It expands to the two members that were merged into one buy:

SKU	Product	Role	SV/day	Stock
REO-1042	Demo Amoxicillin 500mg	Primary	4.0	12
REO-1043	Demo Amoxil 500mg	Alternate	2.0	6

Sales and stock are added together (SV 6.0, 18 units). The purchase order line is the primary, REO-1042.

Step 4 — the group opens under the amoxicillin row. Primary SV 4 and 12 in hand, alternate SV 2 and 6 in hand.

5. Switch to Advanced

Click Advanced. The same four lines are in one table, with Stock Days, Min Days, Units, and Packs.

Step 5 — Advanced. Paracetamol is 0 stock days against a minimum of 3. Vitamin C is already at 20 stock days.

Set Stock Days to a maximum of 7. The chip reads ≤ 7 and the count drops to 3 of 4. Vitamin C (20 days) drops off. Paracetamol (0), ORS (2), and Amoxicillin (3) stay.

Stock Days ≤ 7. Vitamin C is gone. The footer reads 3 triggered.

Clear the stock-days filter before the next step so you are looking at the cycle again.

6. Select the two lines that still need a PO

Tick REO-0888 and REO-1042 only.

The bar at the bottom reads 2 lines selected · 7 packs · Rs 7,600, with Exclude and Create PO (2).

Step 6 — both Needs PO lines are ticked. ORS and vitamin C stay unticked because they already have a PO or a GRN.

Do not confirm the purchase order on this pass. Both lines share Demo Pharma, so the confirm dialog would offer Create 1 PO for 7 packs (250 units) and Rs 7,600. Target Warehouse offers Demo Block B (selected) and Demo Block C. Creating the order is in Create purchase orders from reorder lines.

You have now opened a system, read urgency, expanded a group, and selected what to buy. For one job on its own, use the matching how-to. For column and status rules, see Line statuses and columns.