This option allows you to view the re-order levels of your Stock Items as at a specific date. The re-order levels you have entered on the Edit→Stock Items menu option and the quantity at hand will be displayed for the selected Stock items. You will use this report to re-order your Stock Items from your creditors (suppliers).

This report lists the re-order level quantities and quantities on hand. The difference between the re-order quantity and quantities on hand as well as any Invoiced and Back-Order quantities will be displayed for the Invoices, Credit Notes, Purchase and Supplier Returns documents created on the selected date or dates and which is updated to the ledger.

To Generate a Stock Item Re-Order Report:

1. Click on the Reports→Stock→Re-Order menu option.
   - Keyboard Access: Press the Alt+R+S+O keys on your keyboard.
   The Re-Order Options screen is displayed:
   
   
2. Send Report To - Select the output method (screen, printer, file, e-mail or fax).
3. Select the following options:
   1. Sequence - Select to list the Stock Items according to the Stock Codes, Stock Description, Stock Groups 1 or 2 (Reporting Groups 1 and 2).
      - The description of Stock Group 1 or 2 you have entered on the Reporting Group Name field on the Stock Groups tab on the Setup→System Parameters→Groups menu option, may be reflected in this drop-down list.
   2. From Stock Code ... To - Select the stock code, or a range of stock codes, to include in the report.
   3. New Page per Item - If this field is selected, each account will be printed on a new page.
   4. Add unposted - Select to include Invoices, Credit Notes, Purchase and Supplier Returns documents which have not yet been posted (updated) to the ledger.
   5. Quotes / Orders - Select to include Quotes and Orders in this report.
   6. Show All Items - If this field is selected, all Stock Codes will be listed.
   7. Print extra info - Select to view additional information - i.e. Invoiced Quantity, Back Order Quantity and Latest Cost Price for each stock item.
   8. All Stock Item - Select to view additional information for each selected stock item.
4. Click on the OK button. The report will be sent to the medium selected in the Send Report To field

An example of the Stock Re-Order report, reflecting the details, is:

The details of this report are displayed in the following eight columns:

1. Stock Code - The selected Stock Item code will be displayed.
2. Description - The name or description of the selected Stock Item code.
3. Re-Order Level - The minimum quantity of stock items which should be on hand, before you need to order or purchase any further stock items. This re-order level quantities is entered in the Re-order field on the Edit→Stock Items menu option, or in the Input→Adjust Stock (Advanced tab) menu option.
4. Qty On Hand - This is updated when documents are updated to the ledger. Purchases and Credit Notes, as well as any adjustments which increases the Stock quantities (stock in), will update the quantity on hand as a positive quantity. Invoices and Supplier Returns documents, as well as any adjustments will decrease the Stock quantities (stock out).
5. Difference - This quantity indicates the quantity of stock items available below (or above) the re-order level. If you have selected to show all items, those items with sufficient quantities (more quantities than the re-order level), will be displayed as a negative figure.
6. Invoiced Qty - This is the quantity that has been sold in the Invoicing process.
7. Back Order Qty - This is the quantity of any outstanding back-orders for the Invoices entered in the Input→Documents menu option, and which are posted (updated) to the ledger for which no quantity is entered in the Ship field of the Document Entry Details screen.
8. Last Cost Price - This is the Cost Price or Purchase Price as updated with the last Purchase or Supplier Returns document updated to the ledger. The Cost Prices are reflected Exclusive of VAT/GST/Sales Tax.