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Reorder Notices Report

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The Reorder Notices Report lists items for which the quantity on hand has dropped below the set reorder level. The report lists items by vendor, so you can quickly see everything you need to order from a particular vendor. For each item, the report shows the following information:

  • Item to reorder
  • Unit cost
  • Quantity currently in stock
  • Established reorder level
  • Coverage (the amount sold since the reorder level was reached)
  • Recommended order quantity
  • Cost to order the recommended quantity

For each vendor, the total extended cost is shown following the list of items. The total reordering cost for all vendors appears at the end of the report. All this information can help you decide what to order and when.

For this report to work, you need to have reorder levels set up in the system. You can do this in Set Up Inventory Items (1-7-5-1) or by using the Automatic Order Level Setup (1-7-6-4).The Automatic Order Level Setup helps you decide what reorder level to use.

Note: For a printout of the reorder levels set up in your system, use the Stock Status Report (1-7-2-1).

Printing the Report

Use the following steps to print Reorder Notices:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Inventory Menu (7).
  3. Select Periodic Procedures Menu (2).
  4. Select Reorder Notices (2) to receive the Reorder Notices Report Control Screen.
  5. Use the following field definitions to create Reorder Notices according to your needs.
Note: If you request information for all vendors and categories, this report can take 30 minutes or more to print.
Field Definition
Category A category code or range of codes to specify which categories you want to select. Leave blank for all categories.
Prime Vendor Vendor name to select by primary vendor. The primary vendor is the first vendor listed on the Set Up Inventory Items (1-7-5-1) screen for an item. Leave blank for all vendors.
Print Time on Report Printing the time helps you identify the most current report when the same report is printed more than once during a day. This field defaults to Y to print the time on the report. If you do not want the time to print on a report, type N. We recommend that you always print the time on a report.
Duplex This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper.

Note: This will only function on printers that support Duplex mode.
Landscape This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. It prints horizontally on the paper.
Number of Printed Lines per Page This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page.

If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To This field tells the computer where to send the report. The following list contains the different selections available for this field.

  • 0 Printer – Sends report to the terminal’s default report printer immediately. (Default)
  • 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report.
  • 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users.
    • If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options The line at the bottom of the screen contains commands to print the report and to save or change the report settings.

  • Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future.
  • Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.)
  • Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.
  1. Press [F7] to start the Reorder Notices. When the processing is complete, you return to the Periodic Procedures Menu.

You can also set up this report on the Set Up Closing Processes screen (1-6-3) to print during the end-of-day process.

Report Contents

Callout Item Description
1 Item # Identification number of the inventory item.
2 Loc Location. This code identifies the location or profit center (such as a lube center or car wash.)
3 Description Description of the inventory item.
4 Cat Category of the item.
5 Unit Cost Agreed cost per sales unit.
6 Sales Unit Unit of measure in which the item is sold and inventoried.
7 Quantity On Hand Quantity of the item currently in stock (in sales units).
8 On Order Quantity of the item currently on order. This is zero unless you have entered this information on the Enter Inventory Activity screen (1-7-7-6).
9 Reorder Level Established quantity at which the item should be reordered.
10 Coverage Units of coverage available. This is the amount of inventory in stock above the reorder level. This number is always zero or negative on this report. A negative number means that inventory is below the reorder level.

Coverage = Quantity On Hand – Reorder Level
11 Reorder Quantity Quantity to reorder, in sales units.
12 Extended Cost The cost to reorder the recommended quantity.

Extended Cost = Reorder Quantity * Unit Cost
13 Prime Vendor Name of the primary vendor of the item.
14 Vendor Subtotal The cost to reorder all items listed for this vendor.
15 Total Cost The total cost to reorder all listed items for all vendors.