A low-stock alert becomes a purchase order
Who is involved
| Role | What they do |
|---|---|
| Inventory manager | Sees the alert and decides what to reorder. |
| Buyer | Raises, prices and sends the order. |
Step by step
- Inventory manager
Receives a Low stock notice, in the app and by e-mail, naming the item and what is on hand.
What they see:A notice titled Low stock with the item's SKU.
- Inventory manager
Opens Replenishment and checks the suggested quantities and estimated value.
What they see:Items marked Stockout or Low, with the quantity that brings stock back to twice the reorder level.
- Buyer
Opens the item and presses Create purchase order in its stock-health panel.
What they see:A new order opens with the item and the suggested quantity filled in.
- Buyer
Picks the supplier, checks the cost, creates the draft and presses Send to supplier.
What they see:The order is Sent, or a message says it needs approval first.
- Inventory manager
Approves an order above the approval limit.
What they see:The buyer can now send it.
Who is told what
The Low stock notice reaches everyone who can read items, in the app and by e-mail, and repeats at each 15-minute check while the item stays low. Nothing tells the buyer that an order needs approving.
Related
- Inventory, Purchasing & Warehousing
- Notification Centre
- A purchase order above the limit is approved before it is sent
- A purchase order goes through a multi-step approval chain
- A stock count is entered on the floor and posted by the manager
- Low stock reaches the right people
- Materials issued to a job become the job's cost
- Team workflows