How to Set an Automatic Reorder Point

Configure minimum and maximum stock levels per product so Vendra automatically generates purchase orders before you run out — no manual monitoring required.

5 min read Updated June 2026

Reorder rules in Vendra Inventory let you define a minimum stock level for each product at each location. When the stock quantity at that location falls to or below the minimum, Vendra's replenishment scheduler automatically creates a draft purchase order (or manufacturing order) to bring the stock back up to the maximum level you set. Once configured, restocking becomes largely automatic.

Steps to set a reorder point

1

Go to Inventory Reordering Rules

From the main menu, open Inventory. In the top navigation bar, click Configuration → Reordering Rules. This screen lists all existing rules across all products and locations. If this is your first rule, the list will be empty.

You can also access reorder rules directly from a product: open the product record and click the Replenishment smart button at the top of the form. This pre-selects the product for you when you create the rule.

2

Create a new rule

Click New. A new rule line appears in the list. In the Product field, search for and select the product you want to automate. Make sure you select the correct product variant if the product has variants (for example, the specific size or flavour that you want to reorder independently).

3

Set the location

In the Location field, choose the stock location where this rule applies. This is typically your main warehouse storage location (for example WH/Stock or Main Warehouse). If you have a separate retail area or shelf location, you can create rules per location so each location manages its own replenishment independently.

4

Configure minimum and maximum quantities

Set the Min Quantity — this is the threshold that triggers a reorder. When the stock on-hand at the chosen location reaches or falls below this number, the scheduler will create a replenishment order. Set it at a level that gives you enough buffer to cover sales while waiting for the delivery to arrive.

Set the Max Quantity — this is the level the stock will be restocked up to. The order quantity generated equals Max Quantity minus the current stock level at the time the scheduler runs. For example, if Min = 10 units and Max = 50 units, and current stock is 8 units, the scheduler generates an order for 42 units.

Set your minimum quantity high enough to cover expected sales during the supplier's lead time. If your supplier takes 5 days to deliver and you sell 10 units per day on average, a minimum of at least 50 units ensures you don't run out before the restock arrives.

5

Choose the replenishment route

In the Route field, select how this product is replenished. Set it to Buy to trigger a purchase order from a vendor — this is the standard route for products you source externally. Set it to Manufacture if this is a product you produce in-house and the trigger should create a manufacturing order instead.

For the Buy route to work, the product must have at least one vendor configured in its product record (under the Purchase tab). If no vendor is set, the scheduler will generate a draft PO with a missing vendor that you must fill in manually.

6

Set the lead time

Optionally, set the Days to Purchase field. This is the number of days in advance of hitting the minimum that the order should be triggered — useful if you want to account for procurement time. You can also set Days of Security Lead Time in the Inventory settings globally to add a safety buffer for all products.

The lead time values work together with the minimum quantity to ensure orders are placed early enough. Once you are happy with the configuration, click Save (or navigate away — Vendra saves automatically in list view).

7

Run the replenishment scheduler

Vendra runs the replenishment scheduler automatically once per day. To trigger it manually right now — for example to test your new rule — go to Inventory → Operations → Replenishment. Click Run Scheduler in the top-right corner. Confirm the prompt.

The scheduler checks all reorder rules across all products and locations. For every product where current stock is at or below the minimum, it creates a draft replenishment order. The process takes a few seconds to complete.

8

Review and confirm the draft purchase orders

After the scheduler runs, go to Purchase → Orders → Purchase Orders and filter by Draft or RFQ status. You will see the automatically generated purchase orders — one per vendor per run. Open each order, review the products, quantities and vendor, then click Confirm Order to convert it to a live purchase order.

The linked stock receipt is created automatically in Inventory. When the goods arrive, receive them as usual (see the purchase order guide) and the stock levels update, resetting the cycle for the next time stock dips below the minimum.

FAQ

Reorder point questions

Common questions about automatic stock replenishment in Vendra.

Contact support
Will Vendra create a purchase order automatically without me confirming it?
Vendra creates the PO as a draft RFQ, not a confirmed order. You must still review and click Confirm Order to commit the purchase. This gives you control to check quantities, verify the vendor price, and approve spending before the order is sent. If you need to approve orders above a certain value, you can configure a purchase approval workflow in Purchase → Configuration → Settings.
How do I see which products are currently below their reorder point?
Go to Inventory → Products → Reorder List. This view shows all products that currently have stock at or below their configured minimum quantity. It includes the current stock level, the minimum rule, and any existing replenishment order. You can use this as a daily checklist to ensure nothing is being missed. Running the scheduler from this screen also creates orders for all listed items at once.
Can I set different reorder rules for different warehouses?
Yes. Reorder rules are per product per location. You can create separate rules for the same product at different warehouse locations. For example, your main warehouse might have a minimum of 100 units while a smaller branch location has a minimum of 20 units. Each triggers its own replenishment independently when the stock at that location drops below its threshold.
What if a product has no default vendor configured?
The scheduler will still create a draft RFQ but the Vendor field will be blank. You will need to open the order and manually select the vendor before confirming. To avoid this, open the product record, go to the Purchase tab, and add the preferred vendor with their price and lead time. The scheduler will then populate the vendor automatically on future reorder drafts.

Never run out of stock again

Vendra's automatic reorder rules keep your shelves stocked without the manual work.