Reordering rules

A reordering rule (orderpoint) tells PLANA: "when stock of product X drops below quantity Y, order more from the vendor". It automates the "we need to buy more" decision.

Anatomy

Field	What
Product	What to reorder
Location	Where the stock count is checked
Min qty	When stock falls below this, trigger
Max qty	Reorder up to this quantity
Multiple	Round up the reorder qty to a multiple (vendor's pack size)
Lead time	Days; used in the trigger calculation
Vendor	Who to buy from (defaults to the product's preferred)
Route	How to fulfill — Buy (PO) or Manufacture (MO)

How the rule fires

A scheduler runs once a day (configurable). It evaluates:

forecast_qty = current_on_hand + incoming - outgoing
if forecast_qty < min_qty:
    needed = max_qty - forecast_qty
    if multiple:
        needed = ceil(needed / multiple) * multiple
    create draft PO for `needed` units from `vendor`

The PO is draft — you (or the buyer) review and confirm. PLANA never sends a PO to a vendor without human confirmation.

When to set rules

For products with:

• Steady demand — predictable consumption from sales / production
• Long lead times — you'd run out before a manual reorder lands
• Critical stockouts — components your business can't operate without

For slow-moving / one-off products, manual reorder is fine.

Computing min and max

A common heuristic:

Variable	Value
Daily demand	Average units consumed per day
Lead time	Vendor's delivery time in days
Safety stock	Extra buffer (e.g. 7 days of demand)

min_qty = (daily_demand × lead_time) + safety_stock
max_qty = min_qty + (daily_demand × reorder_period)

Where reorder_period is how often you want to place orders (weekly → 7, monthly → 30).

Example for a widget with daily demand 12, vendor lead time 7 days, safety 7 days of demand, monthly reorder:

• min_qty = (12 × 7) + (12 × 7) = 168
• max_qty = 168 + (12 × 30) = 528

When stock hits 168, PLANA orders 360 (528 – 168).

Multiple rules per product

You can have:

• One rule per warehouse (Sofia has its own, Plovdiv has its own)
• Different vendors per warehouse (local sourcing)
• Different lead times per source

Each rule fires independently.

Forecasted demand

For more sophisticated reordering using sales forecasts:

Inventory → Operations → Forecasted Inventory shows:

• Current stock
• Reserved (committed to open sale orders)
• Incoming (from open POs)
• Forecasted demand over the next N days

Use this to manually adjust min/max quantities — over time, the forecasted view reveals whether your min was too tight or too loose.

Where to read more

• Products and variants
• Stock locations
• Purchase orders
• BOS → Warehouse agent — AI view of reorder alerts