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Set up reorder rules

A reorder rule sets a minimum and maximum stock level for one variant at one site, and an ordered list of where more stock should come from when the minimum is reached. See reordering for how the net position is worked out and why a source placed first can absorb the whole need.

There are three ways to set rules up.

One rule at a time​

  1. Go to Purchasing → Reordering, then select Manage rules.
  2. Select New rule, and choose a variant and a destination site.
  3. Set a minimum and a maximum stock level.
  4. Add sources in priority order — each one either a supplier (which raises a purchase order) or another site (which raises a transfer). The first source in the list is tried first. A transfer source contributes only what it can, passing any need left over to the next source — but a purchase order source always takes the whole remainder and ends the list there, so nothing placed after a purchase order source is ever reached.

This is the only route that supports full editing of a rule's source list — adding, reordering or removing more than one source.

Many at once, from the bulk grid​

Go to Purchasing → Reordering, select Manage rules, then Bulk edit.

You must choose a destination site before the grid loads anything.

Saving from the bulk grid replaces all of a rule's sources with the single source shown in the grid — it edits only the first-priority source. If a rule already has fallback sources set up, saving it from the bulk grid discards them, leaving only the one source behind. Yessort warns about this before you confirm: rules with more than one source are flagged, and the confirmation spells out that they'll collapse. If a rule needs more than one source, edit it from the rules list instead, not the bulk grid.

From a CSV file​

The Reorder rules list also offers an import from a CSV file, with columns for SKU, site, minimum, maximum, and up to two sources — each given as a type and a reference. As with the bulk grid, importing a rule replaces its existing source list.

SKU matching is case-sensitive. Site names and supplier names are not — so a mismatched SKU case will fail to match, while a mismatched site or supplier case will still resolve correctly.